Referral Net

Don’t let referral opportunities get away,
capture them with Referral Net.

Don’t let referral opportunities get away, capture them with Referral Net.

Referred leads can be very valuable, typically achieving higher conversion rates and lower acquisition cost versus direct marketing-driven acquisition alone. If managed well, Referrals can be a significant part of any bank’s growth. Unfortunately many banks use inefficient and ineffective referral systems, losing valuable sales opportunities.

Referral Net makes it easy for referrals to be sent from one banker to another, tracking who initiated the referral, allowing you to pay direct incentives for referrals that become actual sales. The platform is built on a database framework that connects your bank’s lines of business and individual employees, and intelligently routes referrals to the appropriate banker. Referral Net can be configured to support all levels of your bank – from the teller, to the call center, to commercial banking and wealth management.

Key Benefits:

  • Can be integrated with existing desktops and teller platforms, allowing bankers to connect and make referrals without having to navigate to yet another system
  • Seamlessly send referrals between bankers
  • Track referrals from inception to conversion for incentive payout
  • Configured to reflect your bank’s product line, hierarchy, and employees
  • Can be configured to support all lines of business