Employee-Driven Referrals for Financial Institutions.
We make referrals simple.
Our Partners
Trusted by Financial Institutions Nationwide
BountyX
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 $1.5 billion in new accounts at a 70% lead-to-account conversion rate.
- Anywhere-anytime opportunities
- Accurate and real time reporting
- Legitimate conversions
BountyX: How It Works
From referral to reward, in three steps.
Employees submit a referral in under five seconds.
Any employee can open the app and submit a referral in seconds.
Referrals are routed automatically to the right place.
Every referral goes straight to the right producer at the right branch. No forwarded emails, no bottlenecks.
Employees see earned rewards the moment an account opens.
Once the account opens, the reward lands instantly. Fully RESPA Section 8 compliant.
Why BountyX
What Our Platform Provides
Anywhere-anytime opportunities
Through our app, your team has the ability to send referrals any time anywhere.
Accurate and real time reporting
Great referral management systems depend on real time data, which is exactly what our dashboard provides you with.
Cross-selling strategy
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.
Top notch communication
Use our app to communicate with your team, send reminders, and celebrate big wins.
Legitimate conversions
On average, 70% of leads on the BankerBounty app convert to new accounts.
Incentive program that works
Employees feel seen and their work recognized as they experience the rewards of winning more business for your bank.
Get a Demo: See BountyX in Action
Walk through the full referral flow, from submission to routing to reward, and see how BountyX fits your institution's team and structure.
Schedule a DemoAlso from BankerBounty
BRM
Manage your book with confidence. Built for daily use.
BRM is an internal tool that brings notes, follow-ups, and client details together in one place, making it easy to stay organized and on top of every relationship.
Questions
Frequently Asked Questions
Is BankerBounty compliant?
Yes. Section 8 of RESPA permits an employer's payment to its own employees for any referral activities.
Is BankerBounty secure?
Yes. We do not integrate with any systems at your bank and no NPI resides on the app. Additionally, we host our data in Amazon Web Services for compliance and data security and provide you SOC 1 and SOC 2 audits from Amazon.
What if my financial institution has never done a referral program?
We'll show you how. The good news is, getting started is easier than you think when you partner with us. Our customer success team equips you with a sample policy, incentive structure examples, and best practices. We are with you every step of the way.