Customer Referral Platform

Grow Customer Referrals with Automated Referral Software

FinancialRefer makes it easy for your bank or credit union to build an effective customer referral program including web forms, reward tracking and insights.

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Track Your Refer-A-Friend Efforts

Custom Refer-A-Friend Form
Custom Refer-A-Friend Form

We help you create the perfect refer-a-friend solution with a custom referral form design that can be embedded on the bank or credit union's website.

Automated Referral Tracking
Automated Referral Tracking

The system will automatically track customer referrals and send notifications to the customer and the bank as the customer referrals progress.

Validate Referrals
Validate Referrals

Validating referrals is able to be done manually or through an API that your IT staff can connect to your systems.

Reward Customers
Reward Customers

You have the option to reward your customers automatically with cash, eGift Cards or any local gift cards.

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