Digital Refer a friend

SOLUTION OVERVIEW

Empower and Reward Your Account Holders to Fuel Checking Growth

Referral solutions are a natural complement to a checking acquisition strategy, especially when you consider:

45%

of consumers start their search for a new Financial Institution by asking friends and family for advice on where to bank.
(Source: Forrester Research)

Word of mouth advertising is more trusted than traditional advertising.
(Source: Nielsen Global Trust in Advertising Survey)

Referral marketing cuts the cost of acquisition in half.

Digital Referral is designed to:

  • Acquire quality new checking households.
  • Reduce the cost per account to less than 1/2 the national average of $450.
  • Provide growth 5-10% above business as usual.
  • Promote brand advocacy. Strengthen customer loyalty.

Check out our case study

How It Works

SIGN UP TO MAKE REFERRALS

REFER A FRIEND USING SMS TEXT OR EMAIL

GET PAID! EARN REWARDS FOR QUALIFIED ACCOUNTS

Solution Features

Automated digital solution.

No paper or manual processing

No gift card.

Cash payout directly to the customer’s checking account

Private user dashboard to make referrals and monitor activity

Multi-channel referral methods.

Refer via Text, Email, Meta, and Twitter

Referral Perks.

Earn rewards just for making referrals

Behavior-based incentive system.

Optimized for mobile devices

One click report access via an on-demand online reporting portal

Contact Us

Contact Form (CS3)

Digital Solutions to Meet Perennial Challenges

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(303) 619-3057

7811 Pioneers Blvd Office Suite 104, Lincoln, NE 68506