FinIT Refer

Deposit growth on autopilot

Launch an innovative digital referral program within a week, with no maintenance required
Revolutionize your bank's customer acquisition with FinIT Refer – a gamified digital referral program that increases referrals. Seamlessly integrated into your Q2 digital experience, it's never been easier to incentivize and reward customers for sharing with friends and family.

Features & Benefits

Customizable Programs

FinIT Refer can be tailored to meet the unique growth strategies of any partner. We support refer-a-friend, deposit acquisition, and workplace banking campaigns.

Automated ACH Rewards

Finit automates the process of rewarding members for their referrals and loyalty, saving time and effort for staff.

Integrated Referral Marketing

FinIT provides customers with an easy and rewarding way to share their institution with friends and families.

Push Notifications

Pair your referral programs with well-designed push messages that connect your digital and marketing strategies, reaching and motivating your customers directly.

Program Marketing

Utilize our marketing library, digital plugins, and referral expertise to seamlessly launch programs across branch and e-commerce channels.

Back-office Processing

Our program takes care of tracking referral qualification progress from so your team can focus on bigger priorities. We account for number of behaviors like swipes, deposits, e-statements, and transfers.