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.
Incentives
Incentive Calculations & Reports
If you want to incentive for referrals, ReferTrac will atomically calculate and generate incentive reports for referral payouts.