Bank & CU Wealth Management Groups

Grow, Track & Report Wealth Management Referrals From The Financial Institution

ReferTrac is the only referral solution designed specially for Financial Advisors that work in and with Financial Institutions.
Team Page

Team Branded Referral Page

Give Financial Institution staff a branded landing page to send investment, financial planning and insurance referrals to your wealth management group.
Referral Form

Custom Referral Form

Create your custom referral form for financial institution staff to fill in the data that helps improve referral efficiency.
Referral Tracking

Track Your Referral Progress

Track your referral statuses throughout the entire referral process. With CRM integration you can update your referral status directly in the CRM.
Referral Reports

Detailed Referral Reports

Detailed Excel referral reports are generated automatically with all the referral details you need to run a successful referral program.
Eliminate Data Entry

Integrate With Your CRM

No more manually entering referrals into your CRM or on spreadsheets. Your referrals will flow directly into your CRM with fields mapping to profiles. You are even able to update referral statuses in your CRM that will dynamically update your referral reports.
Automated Emails

Referral Communication

Keeping in communication generates more referrals. ReferTrac sends automated emails from you to your "referrers" and "referrals" for referral updates, introductions and follow-up reminders.
More Booked Appointments

Embed Your Booking Calendar

Generate more booked appointments by giving "Referrers" the ability to schedule the person they are referring right on your calendar after a referral is submitted.

Incentive Calculations & Reports

If you want to incentive for referrals, ReferTrac will atomically calculate and generate incentive reports for referral payouts.