A new solution has emerged specifically designed for consumer financial services companies looking to quickly build an effective advocate marketing program to drive the opening of new accounts through existing customers.
Extole has released its Financial Services Solution.
Extole’s Financial Services Solution ensures these organizations’ member-get-member referral programs are designed for and address the unique customer communication, compliance, and security requirements of the financial services industry.
The Financial Services Solution boasts strong data privacy, with full data encryption at rest and in transit. Additionally, Extole’s Privacy Shield certification demonstrates Extole’s adherence to current EU-US privacy and data protection principles. Other key features of the solution include:
• Industry-Specific Event and Conversion Tracking: Extole’s Financial Services Solution features the ability to track every part of the customer process, from account application through approval and account activity. Automated rewards and actionable analytics across the customer journey result in higher performing programs that deliver a better customer experience than in-house, manual options.
• Reliable Reward Delivery: Featuring the ability to reward with gift cards, account credit, and even charitable donations, Extole’s reward delivery engine provides the flexibility to give rewards that help encourage existing customers to make an authentic recommendation to their friends.
• Compliance Support: The solution features capabilities frequently required by financial services member-get-member programs, including single sign-on for easy sharing by existing account holders, email templates that include required customer account identification information, and capabilities for delivering written advocate communication in accordance with financial services communication requirements.
• Customer Service Portal: Extole offers a complete customer support portal featuring event review, instant reward re-issue, and the ability to capture referrals over the phone. The portal helps financial services companies easily incorporate their referral programs into their support organizations.
Extole enables marketers to connect with millions of advocates, scaling word-of-mouth to acquire new customers and increase loyalty using their greatest competitive advantage: their customers.
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