Employee-Driven Referrals for Financial Institutions.

WE MAKE REFERRALS SIMPLE.

A person holding a smartphone displaying a form for new lead information, including fields for name, company, phone number, and email.

BountyX is the leading referral platform built by BankerBounty for community bank and credit union employees across the United States. The Product Referral Management (PRM) platform lets any employee submit a referral in seconds, automatically routes it to the right banker, and shows them exactly how much they've earned once the account is opened.

To date, BountyX has driven over $1 billion in new accounts at a 70% lead-to-account conversion rate.

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BountyX: How It Works

STEP 1

Employees submit a referral in under five seconds.

Any bank employee — teller, branch manager, IT staff, back-office — opens the BankerBounty app on their phone and submits a referral with the prospect's name, contact info, and product interest.

The app is designed to keep your bank top-of-mind every time an employee picks up their phone, so opportunities don't get forgotten between the conversation and the end of the day.

STEP 2

Referrals are routed automatically to the right banker.

Every submitted referral is sent directly to the correct salesperson or even sales team at the correct branch, based on product type and geography.

No forwarded emails, no manager bottlenecks, no leads sitting in someone's inbox over the weekend. The receiving banker(s) sees the referral the moment it's submitted and can act on it the same day.

STEP 3

Employees see earned rewards the moment an account opens.

When a referred prospect becomes a customer, the referring employee sees the reward land in their in-app BankerBounty wallet instantly.

Payments are configurable by the institution (flat per-account, tiered by product, or pooled bonuses) and are fully RESPA Section 8 compliant. On average, 70% of referrals submitted through BankerBounty convert to new accounts.

What BankerBounty Provides

Through our app, your team has the ability to send referrals any time anywhere.
Great referral management systems depend on real-time data, which is exactly what our dashboard provides you with.
Having a tool that tracks all leads allows your team to cross-sell and win more business instead of letting customers fall through the cracks.

Use our app to communicate with your team, send reminders, and celebrate big wins.
On average, 70% of leads on the Banker Bounty app convert to new accounts.
Employees feel seen and their work recognized as they experience the rewards of winning more business for your bank.