The Referral Tracking system increases cross-selling opportunities by putting a formal referral system in place for staff to use. Referrals will be top of mind and staff will always to be up to date on referrals they have sent and received.
Send, Receive & Track Customer Referrals
The Referral Tracking system makes it easy to send and receive referrals between staff and departments in the financial institution.
Track Referral Outcomes
When closing a referral, staff chooses if they did business or did not do business with the customer and the value. This allows reports to show the actual outcome and value of every referral.
Staff members receive an email notification when they receive a referral that includes the customers name, contact info and who the referal is from.
Reporting & Analytics
The Referral Tracker makes it easy for managers to stay on top of referrals being sent within their branch. Managers will receive a weekly referral report email and also have access 24/7 to run reports.