How it works

It’s easy for your customers and their friends

4 steps to complete

Making the Switch

“We ran a traditional paper based referral program for years. The complexities of managing referral forms, tracking account openings and distributing gifts fell on our staff. Refer:Live boosts the value of the referral platform in the eyes of our customers while reducing the administration burdens associated with paper based programs. The program reflects our bank’s commitment to offering customer-centric technologies.”

Advertising Manager
Regional Northeast Bank
$2.6B in Assets

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