Solutions / Banks & Credit Unions
Acquire more members with trusted referrals.
Leverage Extole’s referral programs to transform members into active advocates, driving acquisition and engagement for banks and credit unions.
Trusted by thousands of marketers building personalized Member-led Growth programs across every channel.
Refer-a-Friend for New, High-Value Members
Financial decisions like choosing a bank, credit union, credit card, or investing platform are usually important. Unfortunately, it can also be difficult for the average person to evaluate their options. So, people often rely on the experiences of their friends and family. By encouraging your customers to make recommendations, your brand can become the obvious choice. unlocking an important source of new, high-value customers.
Reward for any action.
Reward the moments that matter to banking and financial services customer journeys, such as referrals, signups, account deposits, direct deposits, and more. Whether it’s one action or a series, our Reward Bank stores and stacks rewards until your customer is ready to redeem. You define the rules, we handle the logic, verification, and fulfillment.
On-brand images for awareness and acquisition
When someone uses Drop-a-Hint, they’re not just sending a link. They send your beautiful on-brand product images and a personal note. Gift givers land right back on your product detail page. As a marketer, you’re creating a more on-brand and purpose-built capability than generic and ignored product sharing buttons.
By encouraging gift suggestions, your brand reaches prospects who may not know about you at all. A gift giver buys for someone else but maybe for herself too – after all, friends and family tend to like the same brands and products!
