FI Financial Advisors
Streamlined Referral Process For FI Advisors
ReferTrac is a proven referral solution that increases referrals and streamlines the referral reporting back to the financial institution.
How It Works
Improve the effectiveness of your referral program with your financial institution.
Referral Form
Financials Staff Submit Referrals
When opportunities are spotted by financial institution staff, they send the referral through your branded referral form designed for the financial advisors. The referral form can be customized to fit your brand, products and more.
Communication
Referrer Gets Automated Updates
Email notifications get sent back the the referrer keeping them up to date with the progress of their referrals. These updates keep referrals top of mind and increase the volume of referrals.
Automated Reports
Monthly Reports Sent To Managers & Program Directors
Financial institutions want to know what is going on with the investment program. Your ReferTrac system will send automated referral reports via email back to the financial institution every month. You decide who gets the reports and you can run custom reports at anytime.
CRM Integration
Push Referrals To Your CRM
Eliminate data entry of referrals. As referrals come in, they will automatically be sent to your CRM including that statuses that fit your settings. Advanced features include updating the referral reports by simply changing statuses on a client in your CRM.
