ReferX
Customer referrals, built for financial institutions.
Your happiest customers and members are already recommending you. ReferX turns those conversations into new accounts. Just like BountyX powers referrals from your employees, ReferX gives your customers a simple way to refer friends and family, and gives your team a clear view of every referral from first share to new account.
Available now
BountyX
Referrals from your employees
America's largest employee incentive platform for financial institutions. Anyone at your organization can submit referrals and get rewarded when they turn into new business.
Available now
BRM
Relationships for your team
A simple relationship management platform for financial institutions. One place to manage customers, members, and prospects, track opportunities, and see what is moving.
Coming 2027
ReferX
Referrals from your customers
The same proven referral engine, opened up to the people who already bank with you. Customers and members share, track, and get rewarded for bringing in new relationships.
How ReferX will work
A simple experience for your customers, and full visibility for your team.
Your referral link
How it works
Share your link. When a friend opens an account, you both get rewarded.
1Customers share
Customers and members get a personal referral link they can send by text or email in seconds.
2Everyone tracks progress
Customers see where each referral stands, and your team sees every lead as it comes in so nothing slips through.
Reward earned
Michael opened an account
Your reward is on its way
Successful referrals
3 friends welcomed
3Customers get rewarded
When a referral becomes a new account, the customer who sent it is rewarded automatically.
Why financial institutions will love ReferX
Turn word of mouth into a measurable growth channel
Reward the customers and members who already champion you
Bring in new relationships that start with trust
See every referral from first share to new account
Built by the team behind BountyX and BRM
Pairs naturally with BountyX for employee and customer referrals
Be first in line for ReferX
Join the early access list and we'll reach out as ReferX gets closer to launch.
You're on the list
Thanks for your interest in ReferX. We'll be in touch as launch gets closer.
We'll never share your information. No spam, ever.