Financial Services Buyer’s Guide for Referral Marketing Platforms

Build a smart framework for evaluating referral platforms.
Report Cover for Extole's Financial Services Buyer's Guide for Referral Marketing Platforms

Whether you’re building or upgrading your referral program, it can be daunting. Mobile and even desktop web technologies are changing all the time. How consumers interact digitally with one another is in constant flux. Even something that appears easy — like changing your referral reward — becomes complicated quickly.

This guide outlines main criteria for evaluating referral technology providers in financial services.


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