Turn customers and partners into measurable acquisition channels.
Run customer referral programs and manage introducers, agents and commercial partners within your banking platform, with acquisition attribution and configurable commission or revenue-sharing models.
- Referral source
- Customer acquisition
- Partner attribution
Referral & partner attribution
- Customer referral programs and codes
- Introducer, agent and partner tracking
- Referral and acquisition attribution
- Customer acquisition tracking
Configurable programs for your institution
Configure referral rewards, commissions and revenue-sharing models in software around your institution's customer and partner programs.
- Promotional programs
- Configurable commissions
- Revenue-sharing models
Commercial terms are determined by the relevant agreements and applicable requirements; software configuration does not establish an entitlement to payment.
Related capabilities
Keep the financial model connected
Onboarding & Compliance
Individual and corporate onboarding with automated verification, human review and external compliance integrations.
ExploreBank Operations, Reporting & Audit
Role-based operations, a complete audit trail, accounting, reconciliation, P&L and management reporting.
ExploreCustomer Web & Mobile
Modern white-label web, iOS and Android banking with intuitive UX, configurable branding and a shared production banking backend.
ExploreSee the module in context
See how this capability works inside the complete Bastion platform.
We can demonstrate the running product and discuss how the module could fit your existing infrastructure.
info@bastionresearch.com +1-917-497-7150