Screenshot of a dashboard from a financial or lead management software. It features a navigation menu at the top with options like Dashboard, Employees, Bank Management, Reward Management, Leads, Bountylytics, and user information. Below, there is a graph titled 'Value Generated (Past 12 Months)' showing a rising trend in total value with data points from August 2025 to February 2026. To the right, a summary displays a total value of $16,027,769.00, categorized breakdowns of mortgage, money market, checking accounts, and a list of the top three users by leads sent. Additionally, there are sections for PDFs, pay periods, total leads sent, registered users, and lead submission and opening details.

One Dashboard

See
Every Branch,
Every Employee,
& Every Lead
In Real Time

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Smartphone screen displaying a sales or lead management app with fields for lead information, account type, producer selection, and additional notes on a blue background with yellow and white decorative elements.

BountyX

Turn your entire financial institution into a referral engine.

BountyX is our flagship platform—and the #1 referral solution built specifically for financial institutions. It empowers every employee, from back-office staff to frontline teams, to uncover opportunities and generate qualified leads.

With BountyX, customer-facing employees can easily identify and refer cross-sell opportunities, while behind-the-scenes team members contribute valuable insights they’d normally never be able to act on. The result? More internal collaboration, more warm leads, and more revenue—without adding friction to daily workflows.

Key benefits:

  • Activate referrals across your entire organization

  • Make cross-selling simple, visible, and trackable

  • Capture opportunities that would otherwise be missed

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Three people participating in a business meeting around a table, with laptops, notebooks, and documents.

BRM

Relationship management without the bloat.

BRM (Banker Relationship Management) is a streamlined relationship management platform designed for banks that want clarity, not complexity. It gives you exactly what you need to manage current and prospective customer relationships—without forcing you to pay for or navigate features you’ll never use.

Built to be intuitive, efficient, and flexible, BRM helps teams stay organized, informed, and focused on what matters most: building relationships and growing accounts.

Key benefits:

  • Manage customers and prospects in one simple platform

  • Focus on essential features—nothing extra, nothing wasted

  • Designed for efficiency, adoption, and real-world banking workflows

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BankerBounty Icon | Best referral platform for bank and credit union employees to send new business and cross-sell opportunities

ReferX

Allow trusted customers to refer new business

With ReferX, your most trusted customers become your most powerful growth channel. Banks can invite their best relationships to refer new business directly into ReferX—where every referral is automatically captured, assigned, and tracked. Producers are notified the moment a referral comes in and can update its status as they move it forward, turning warm introductions into closed business with clear ownership every step of the way.

No cold outreach. No lost leads. Just trusted relationships driving real growth.

Key benefits:

  • Empower your most trusted customers to refer new business

  • Capture and assign incoming referrals automatically

  • Notify producers instantly and track every referral through to close

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