Extole and Candescent Partnership

Acquire & retain customers with Extole and Candescent

Request a demo to see how Extole’s referral and offer programs integrate seamlessly with Candescent’s digital banking platform to drive account and loan growth.

Referral platform screen examples

Extole is trusted by 
leading banks and credit unions

Get a demo of Extole + Candescent

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Drive growth with automated referral & offer programs

Extole’s refer-a-friend and offer programs streamline member acquisition by automating the entire process. From promotional and triggered emails to reward qualification, fulfillment, and beyond, Extole’s platform handles the complexities of running a rewards program, allowing you to focus on growth.

Mobile banking referral program example

Launch quickly with Extole's integration with Candescent

Extole integrates directly into the authenticated Candescent Digital Banking experience through SSO, providing members and customers with a seamless, fully branded referral experience. 

Referral platform screen examples

Watch performance skyrocket with campaign management tools

Leverage no-code editing, A/B testing, limited time offers, audience personalization, reporting, integrations, and more.

Tools for building referral programs quickly

The Extole Advantage for institutions

Features Platform Competitors
Native Candescent integration Extole
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Competitors
 
Digital and branch referral tracking Extole
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Offer qualification engine Extole
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Automated reward fulfillment Extole
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Performance dashboards and reports Extole
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Personalize rewards by audience or product Extole
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Fraud prevention & enterprise security Extole
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A/B tests and limited-time offer bursts Extole
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Promotional and triggered emails Extole
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Lookup and audit referrals Extole
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Pre-orchestrated campaign journeys Extole
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Frequently Asked Questions

1. How does Extole handle referral tracking and attribution?

Extole supports multiple referral attribution methods, including cookie-based tracking, referral codes, and email matchback, ensuring referrals can be accurately tracked across channels and devices. Once a referral is attributed, Extole qualifies referrals using custom events received from your systems, such as account openings, debit card transactions, direct deposits, or funded loans. This allows rewards to be issued based on verified business outcomes rather than clicks or form submissions alone.

Extole integrates directly into Candescent Digital Banking, giving members access to a fully branded referral experience without leaving online or mobile banking. With SSO, members can instantly access their personal referral link, share via link, QR code, or native mobile sharing, and track their referrals and rewards all in one place.

Yes. Extole supports in-branch referrals through either referral codes or Extole’s branch referral form. Once the referral is captured, Extole automatically qualifies the referral based on your program criteria, and fulfills rewards when qualification requirements are met.

Most can be launched in approximately 4 weeks. The implementation process typically includes designing the customer journey, embedding the referral experience within Candescent Digital Banking, sending audience and qualification event data, and configuring rewards, branding, and program settings using Extole’s campaign templates. Once testing is complete, you can push live and begin driving referrals immediately!

Yes. Extole automatically attributes referrals, validates qualification criteria, and fulfills rewards when program requirements are met. Extole supports real-time digital reward delivery, including Visa® and Mastercard® prepaid cards, merchant gift cards, and charitable donation options, with no additional fees for digital gift card fulfillment. For financial institutions that prefer to deposit rewards directly into customer accounts, Extole can also trigger ACH-based rewards through a daily SFTP batch file or a real-time Rewards Webhook integration.

Experience Extole on Candescent!

We’ll answer all your questions about adding Extole to digital banking to launch referral and offer programs with Extole’s industry-leading technology.