Referral Program
Effortlessly collect, tag, and manage leads with precision. Our robust tracking and reporting tools ensure transparency and accountability for referrers and administrators. We optimize the referral process for seamless efficiency and effective management.
How it works?
The system is categorized into the following main modules
- Streamline your client acquisition with rapid digital KYC and account setup.
- Ensure ongoing compliance and data accuracy for your business partners through effortless updates.
- Tailored onboarding experiences for each client, regardless of complexity.
- Maintain regulatory compliance with integrations that simplify information exchange .
Let's delve into each aspect for a better understanding
Lead Collection & Tagging
Efficiently gather and organize leads for streamlined follow-up and management.
- Gather leads from various sources via API or onboarding.
- Tag and allocate leads for efficient follow-up.
- Remove duplicate data and compile unique leads.
- Assign unique IDs for easy tracking.
Tracking & Reporting
Track lead progress and provide comprehensive reports for informed decision-making.
- Track lead onboarding status and stages.
- Tag and allocate leads for efficient follow-up.
- Provide comprehensive admin reports.
Incentivization
Reward referrers with accurate payouts and flexible incentives to drive engagement.
- Calculate customer payouts based on referral status.
- Conduct back-office fee calculations.
- Offer variable rewards and scheme flexibility.
- Enable transparent payout calculations.
Admin Functionality
Manage referral schemes and streamline administrative tasks for seamless operations.
- Manage referral schemes efficiently.
- Streamline withdrawal processes.
- Generate detailed referral reports.
- Enable easy search and provide statements of account.