How It Works
Launch digital referrals in five simple steps
From marketplace request to rewards on autopilot. Most institutions go live to every digital member in under a month.
- 3 weeks
- PECU's launch to 100% of members
- 100%
- white-labeled to your brand
- 0
- manual reward payouts
Trusted by leading financial institutions
Launch Process
From request to rewards in five steps
Scroll to walk through each step.Tap a step, or let it play.
Step 1 · Request
Step 2 · Requirements
Step 3 · Your brand
Step 4 · Launch
Step 5 · Track
Built for Results
High-converting, high-performing
- Meets your members where they already bank
- Activates new accounts, not just sign-ups
- Integrates natively into Q2
- 100% white-labeled
Member Experience
A clean interface members actually use
- Blends into your digital banking experience
- Refer contacts in a couple of taps
- Works on mobile and desktop
- Install and launch within weeks
Explore the Product
The Results
What happens after launch
20%
growth in account openings
$3500
avg. account balance
14%
referrals open a loan product
What would referrals return for you? Credit union calculator · Bank calculator
“The new program has more than doubled the new members we’ve gotten each month from refer-a-friend since the program started.”
Scott Murphy
VP of Marketing
FAQs
Launch questions, answered
Most institutions launch in under a month. Pacific Educators Credit Union went live to 100% of its membership in three weeks.
You decide. FinIT can require account behaviors like debit card swipes, direct deposits, ACH payments or e-statement enrollment before a reward is earned, so you grow the accounts you actually want.
Automatically. Once a referral meets your requirements, FinIT pays the reward by ACH. There are no spreadsheets or manual transfers for your team.
FinIT Refer runs inside Q2, Banno and other digital banking platforms, and is available from Q2's partner marketplace. Not sure about yours? Ask our team.
Our team handles technical setup, trains your staff and provides marketing assets and playbooks so your launch reaches members on day one.
Ready to launch your referral program?
Schedule a Demo
© Jacoby Technologies LLC
Built with ❤️ in ATX
Built with ❤️ in ATX