FinancialRefer has taken the manual process out of our referral tracking saving research hours and money. They worked with us and our individual products requests to match what we needed for our end result. This process is so simple that all new employees can review and easily use our Financial Refer System without in person training.
Cindy Doran
AVP, Retail Support & Training Manager
Financial Refer is simple, easy and has shown results in communication and accountability of staff!
Dennis Vogel
CEO | Citizens State Bank
We had no referral program and were sending some referrals through email between departments. We implemented FinancialRefer and are now doing referral contests and our staff actually enjoy sending referrals. We do not push sales on our customers, we help them every product we can.
