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.

More participation, higher conversion
Sending (and receiving) a link to a wish list often feels like too much. That’s why it doesn’t happen very much. When your customer can send a gift suggestion and personal note in a beautiful card-like email, you’re helping create a targeted experience that gift-giver and gift-recipient both appreciate. And marketers appreciate an ecommerce capability that gets used and site traffic that converts.
Extole’s Drop-a-Hint is easy for everyone to use with no learning curve to slow adoption. Even the best registries and wish lists can be tedious, discouraging, and cumbersome. Not Drop-a-Hint!

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!
