Referral Engine

Empower Your Loyal Customers To Promote Your Financial Institution

Referral Engine

Did you know that 92% of Americans rely on word of mouth marketing to choose products and services over other other marketing channels?

This is a widely under-utilized yet highly effective and cost-efficient strategy for growing community financial institutions’ customer and member base but also a great way to “spread the word” about new products and services.

And it can be a particularly effective way to step into the digital marketing world without spending a ton of money or resources. It’s a great strategy to leverage your presence on social media platforms. Let your customers and members do the talking!

Referrals grow customers
Referral Engine makes referrals easy

Make It Easy

Conotext can help develop a strategy and help deploy a simple and effective referral program for you community financial institution.

Part of it is making sure you make it easy for your customers and members to “Like” what you’re doing on social media whenever they interact with you.

What’s more after the initial development, you can scale it easily to all your correspondence and communications.

Make It Easy

Conotext can help develop a strategy and help deploy a simple and effective referral program for you community financial institution.

Part of it is making sure you make it easy for your customers and members to “Like” what you’re doing on social media whenever they interact with you.

What’s more after the initial development, you can scale it easily to all your correspondence and communications.

Referral Engine makes referrals easy

Referral Rewards

You can also incentivize your customer or member base to help bring in new business or new accounts.

Conotext has years of experience in developing custom referral programs for community banks and credit unions. We will listen to your goals and your challenges and develop a plan specific to your needs. Conotext can also scale up a referral program if you have more time than money to dedicate to referral marketing efforts.

Automate It

Once a plan is in place, it’s easy to automate it. And it can also scale easily once you build out your goals.

But just because it’s automated doesn’t mean Conotext won’t be there to help you with anything you need to make it a success.

 

Your success is our success. And we wouldn’t have it any other way.

We’ve been using Referral Engine for years. We love how simple and easy it is to set up new campaigns or update existing ones, and we especially love the great customer service we have received. Whenever we have a question or idea, we receive a really fast response, which is very much appreciated with the fast pace of our work.

Melissa Judy

Marketing Manager, Apple Federal Credit Union

Schedule a Demo

You don’t have to just take our word for it. We have years of experience helping clients leverage Referral Engine to empower loyal customers to refer friends and family for new accounts and loans. Let us show you how Referral Engine can add a growth engine to your financial institution.