Everything your team needs to see BountyX in action
Guides, product sheets, and real results from institutions like yours. Pick your institution type below or browse the full library.
A new app. Smarter leads. Better reminders.
A scorecard that shows what's working. And our case studies are now a download away.
Turn every member conversation into growth
Resources for BountyX, the employee referral platform, and BRM, the relationship management tool, written for credit unions and the members they serve.
Getting started with BountyX
A quick reference for your team, from first login to getting rewarded, in the language your credit union uses every day.
Download the guideBRM overview
What BRM does and how it keeps every member relationship organized in one simple place.
View the overviewNew to us? Start with the company and products overview. See how credit unions and banks are growing with BountyX on our case studies page.
Put every employee to work growing relationships
Resources for BountyX, the employee referral platform, and BRM, the relationship management tool, written for banks and the customers they serve.
Getting started with BountyX
A quick reference for your team, from first login to getting rewarded, built around how your bank works with customers.
Download the guideBRM overview
What BRM does and how it keeps every customer relationship organized in one simple place.
View the overviewNew to us? Start with the company and products overview. See real results from institutions from $330M to $4.7B on our case studies page.
The full resource library
The latest versions of everything we share with financial institutions, organized by product.
What's new in BountyX
A new app, multiple account types in one referral, smarter reminders, and a clearer view of results.
View PDFBountyX FAQ
How BountyX works, what results look like, and what it takes to run it.
View PDFReal results from real institutions
Every study is built from live BountyX data. Download the full PDFs on our case studies page.
See it live
Get a walkthrough built around your institution.