Just add your content and you are ready to launch.
Customize and track referral requirements
Design that maximizes referral and account growth
Modern layouts, carefully selected colors and fonts.
Leverage the power of mobile banking with Finit.
Launching a program has never been easier for an institution
"The new program has more than doubled the new members we gotten each month from refer-a-friend since the program started"
Finit Refer aims to simplify the referral process for financial institutions. By integrating with the Q2 mobile banking platform, it facilitates a seamless referral program setup, encouraging account growth and enhancing member engagement.
Finit Refer is designed as a plugin for the Q2 mobile banking platform. It can be deployed within a week to an entire membership base, offering a turnkey solution for credit unions looking to initiate or enhance their referral programs with minimal technical effort.
Finit Refer encompasses a user-friendly interface, back-office tracking, program marketing tools, and a robust analytics dashboard. These features allow for real-time monitoring and analysis of the referral program’s performance, ensuring a satisfying user experience.
Through its intuitive design, Finit Refer encourages members to refer others, fostering a community of active referrers. This not only drives account growth but also enhances member satisfaction and engagement, aligning with the community-centric ethos of credit unions.
Our team provides comprehensive support during the implementation process to ensure a smooth transition. This includes technical support, training sessions, and marketing assistance to effectively launch and promote the referral program to the membership.
