Referral Management
Onboard high value relationships.
Referral Management
Onboard high value relationships.
Reward Current Customers
The Referral Management add-on incentivizes existing customers to encourage friends and family to become new customers of your bank or credit union. Current customers can easily share a sign-up link with the recipient, which will allow him/her to onboard in an instant and together receive a monetary reward - expanding your customer base, increasing loyalty, and strengthening the Primary Financial Relationship.
92% of consumers around the world trust recommendations from friends and family above all other forms of advertising
-Nielsen Global Trust in Advertising Report
Acquire and Retain Easier Than Ever Before
- Incentivize new customers to onboard onto your financial institution, while rewarding current customers for their loyalty
- Enhance marketing efforts with word-of-mouth tactics that increase the opportunity for conversion
- Track the referral program's health and success by gaining insight into product desirability and campaign effectiveness
“I’ve been really pleased with our progress with the open platform today and I believe it is at least 18-24 months ahead of the market.”
Stuart Cook
Chief Digital & Product Officer, Valley Bank"We have been able to significantly improve the onboarding experience while penetrating the retail segment with small business products. This unique capability has added great value to our customers' experience."
Matt Adkins
Chief of Retail Banking Services, PlainsCapital Bank"Few partners have added the value that these guys have. A fantastic set of products and even a better team that not only gives you hard work but practical intelligence. They have been the source of many great ideas."
Chris Nichols
Director of Capital Markets, SouthState Bank"NCR Terafina offers a fully automated platform that helps create personalized experiences. This new partnership will help us uniquely address our members’ needs."
Jeff March
CEO, Citadel Credit UnionAs we continue to focus on providing an exceptional customer experience, we are excited to partner with a company like NCR Terafina. We strive to bring our customers the very best experiences and take pride in being consistently named one of America’s best banks.
