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Digital-First Approach

Reach your members where it counts

FinIT Refer integrates smoothly with your mobile banking platform, helping you reach the majority of your members without marketing required. With our automated referral system, you can effortlessly turn existing members into brand advocates.

Rewarding Qualifications

Tailor your referral program

Any team can launch a fully customized referral program in just a few weeks with FinIT Refer. Our platform tracks key actions like card swipes, e-statements, and deposits, steering member behavior to align with your goals. We work with you to create a program that not only drives referrals but also builds the right accounts for sustainable growth.

Referral-Led Growth

Deliver results in weeks, not years

20%

growth in account openings

$3.5k

avg. account balance

14%

referrals open a loan product

What would referrals return for you? Credit union calculator · Bank calculator

Our Features

Scale to your entire membership

Customize Referral Programs

Tailor FinIT Refer to meet your unique growth strategies. Support refer-a-friend initiatives, promotions, and workplace banking.

Automate ACH Rewards

Save time and effort with FinIT’s automated process for rewarding members for their referrals and loyalty through ACH.

Integrated Referral Marketing

Provide customers with an easy and rewarding way to share yourinstitution with friends and family.

Push Notifications

Connect your digital and marketing strategies by pairing referral programs with well-designed push messages.

Access Marketing Resources

Utilize our marketing library, digital plugins, and referral expertise to seamlessly launch programs across all channels.

Streamline Management

Run effective campaigns and track important account metrics without increasing your team’s workload.

FAQs

Frequently Asked Question

What is the main goal of FinIT Refer?

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.

How does FinIT Refer integrate with the Q2 mobile banking platform?

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.

What are the key features of FinIT Refer?

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.

How does FinIT Refer contribute to member engagement?

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.

What support is provided during the implementation of Finit Refer?

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.

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