People

Credit Unions Leverage
Their Membership

“We’ve used the Refer:Live platform for both checking account referrals as well as member loan referrals. It has increased new member account openings and further loyalized existing members because both parties are rewarded. We used to rely on word of mouth advertising to drive new member acquisition. Now we see the value in having the Refer:Live system in place. It’s an important part of how we show commitment and appreciation to our existing members.”

Director of Marketing
Texas Credit Union
60K Members
$400M in Assets

What is ReferLive

Refer:Live is an easy way to unlock the power of your customer community. Proactively drive referrals, open new accounts, reward existing and new customers.

It combines real-time referral notifications with touchpoint email systems to maximize account openings. It’s far more productive than relying on paper based referral slips, struggling with internal tracking and manually fulfilling gifts to account holders. And it can often eliminate the need for internal resources to track and manage the program.

Imagine how your Financial Institution will profit when you can:

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