Our Products
Two focused tools, built specifically for financial institutions. No bloat, no features you'll never touch.
BountyX
BountyX turns everyday connections into new business.
Your employees already have the relationships. They talk to customers every day and know who just got a new job, who needs a mortgage, who has a friend looking for a better bank. The problem with referral follow through is not opportunity. It is the lack of a tangible system. Most community banks have no simple way to submit a referral, no way to track the process, and no standard way to reward employees when a lead closes. Referrals happen by chance, and through community. Designed to easily submit, drive, and track referral volume, BountyX turns those everyday connections into new business.
Every conversation is a lead
An employee notices a customer need, a new job, a mention of a mortgage, a friend looking for a better bank. They open the BountyX app and submit a referral in seconds, selecting the right department and banker from a list to make sure it lands in the right hands.
Route it right
The referral routes automatically to the banker best equipped to handle the new customer need. The employee can see exactly where it stands, which department has it, and who is working the lead from submission to close.
Get rewarded, track everything
When the account opens, the employee sees exactly what they earned. Bank leadership tracks every referral, conversion, and payout in real time through Bountylytics, BountyX's built-in executive dashboard.
Built specifically for community banks and credit unions, BountyX works across every department and position from back office to front desk. Employees submit referrals in seconds, track them in real time from submission to closed account, and see exactly what they earned.
One dashboard for your whole referral program.
See value generated, top performers, and lead status in one place, updated live as your team submits and closes referrals.
Request a DemoBRM
A simple way for bankers to keep track of their book. Built for daily use.
BRM is an internal management tool, one simple place to keep notes, track follow ups, and remember the details that matter. The system shows you what's working and what's not, account by account.
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