Cross-Referral Tools Overview (subscribe to any or all)

---

The Enterprise Referral Management Suite helps financial institutions excel in executing, managing, tracking, and rewarding team and inter-divisional cross-referrals and sales.

The available tools at the left include optional elements like automated incentive fulfillment that can be incorporated seamlessly if needed. 

Please contact us or call (412) 779-1915 for a webinar and discussion of your objectives.

Executive Summary

• The Enterprise Referral Management Suite benefits CapitalBase.com portal clients by maximizing client fee income, deposit generation, retention, and customer loyalty from deepened relationships -- by challenging and rewarding employees to support cross-silo organizational success through referral generation in today's environment. 
   
• Realized gains are seen from employee satisfaction with prompter incentive payouts, elimination of manual reporting, comprehensive team & individual award statements, management reporting, and improved cross-team communication.
   
• Referred-Client Experience and internal referral partner relations are improved with automated referral outcome messaging, aging-cycle alerts and other peer-designed best-practices drawn from the institutions leveraging these tools.