REFERRAL SOLUTION
Refer-a-Friend
for Financial Services
When it comes to financial services and banking products, the great experience a friend has is more powerful than any marketing content or message. Marketers in financial services know that recommendations from existing customers are powerful for new customer acquisition. We can help you build a modern, scalable, and secure member-get-member program.
Financial Services Marketing: Maximize Referrals
Extole's Best Practices Guide will give you quick-win guidance for turning customer relationships into cutomer-led growth.
New, High-Value Customers
For most consumers, financial decisions like where to bank, what card to get, or what trading platform to use are some of the most important and most difficult to make. Through the recommendations of your current customers, your brand can become the obvious choice, and you can unlock an important source of new, high-value customers.
Professional Services & Dedicated Support
It’s essential that your provider offer professional services that can contribute actively to the growth of your program whether you require best practices-based consulting, data analysis, creative services, technical services, program strategy, or support desk-level troubleshooting and issue investigation and resolution.
Security and Compliance
Starting with at-rest encryption and extending to thoroughly vetted organizational processes and procedures, Extole takes privacy and security as seriously as you do. We are a partner in your regulatory compliance efforts including for ADA, CAN-SPAM, and GDPR.
Customer Segmentation & Targeting
One of the great opportunities for your enterprise referral program is offering rewards and creative tailored to different customer segments. Your platinum card members should be treated and rewarded differently than your student card holders. Extole can simultaneously target different experiences to specific audiences, localize languages, identify important segments of advocates, and reward different audiences or segments.
Completely Integrated Solution
Extole makes integrating referral easy and powerful with proven and fast approaches for desktop web, mobile web, mobile app, call center, and in-branch experiences.
Quick Answers to Consumer Questions
Extole’s consumer financial solution extends to your call center with specific tools for customer service reps (CSRs) to quickly research and resolve customer inquiries about rewards. Also, you can equip your CSRs with unique promote links and end-of-call messaging to remind customers about the referral program.