Refer a Friend Software For Banks & Credit Unions

Customers Submit Referral

Customers Submit Referral

Your customers or members will submit a referral via your website, email or text.

New Account Verified

New Account Verified

When a referral turns into new business it will be verified via API or file upload

Customer Is Rewarded

Customer Is Rewarded

There are several options for successful customer referrals including automated gift cards or cash

Testimonials

Steve Peotter

We have grown referrals between departments substantially since implementing FinancialRefer. We can now track referrals and outcomes with minimal effort. Implementing FinancialRefer has been a game changer to growing deposits, loans and mortgages. The system is very cost effective and we were able to customize the system to fit our needs.

Steve Peotter CEO - Oregon Community Bank
Matt Rosenthal

FinancialRefer was easy to implement and has been instrumental in finding more opportunities and closing more products with customers. The team at FinancialRefer customized all our requests to make the system fit our needs. Best software choice we have made by far.

Matt Rosenthal EVP Commercial Banking
Kelly White

We have never had a formal referral program at our bank. We were emailing referrals and not tracking them. FinancialRefer helped us implement a process for sending, tracking and reporting on referrals between staff. FinancialRefer was easy to implement and we saw immediate results of more cross-sales within the first week. We did not know we needed a referral system, but are glad we have one now.

Kelly White Marketing Director
Top