Our Products
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Every Employee,
& Every Lead
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Banker Bounty
Turn your entire financial institution into a referral engine.
BankerBounty is our flagship platform—and the #1 referral solution built specifically for community banks. It empowers every employee, from back-office staff to frontline teams, to uncover opportunities and generate qualified leads.
With BankerBounty, 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
Bounty BI
Turn data insights into real conversations and real revenue.
Your Business Intelligence platform already knows where opportunities exist. BI Integration makes sure they don’t sit unused in a dashboard.
With BI Integration, cross-sell opportunities identified by your BI tools are automatically assigned and tracked through BankerBounty. Producers are notified the moment a new opportunity is assigned to them and can update the lead’s status as they move it forward—creating clear ownership, accountability, and momentum.
No spreadsheets. No guesswork. Just insight-driven action.
Key benefits:
Assign and track BI-identified cross-sell opportunities
Notify producers automatically when new leads are available
Close the gap between data and execution
BountyX
Relationship management without the bloat.
BountyX 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, BountyX 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
