Extole Announces Its Financial Services Solution, Enabling Consumer Financial Services Companies To Create Secure, Powerful Refer-a-Friend Programs

New capabilities allow banks, credit card providers, and more to easily and confidently acquire customers while complying with customer communication requirements

SAN FRANCISCO--()--Extole, the leading advocate marketing platform, today announced its Financial Services Solution, designed specifically for consumer financial services companies looking to quickly build an effective advocate marketing program to drive the opening of new accounts through existing customers.

Extole’s Financial Services Solution ensures these organizations’ member-get-member referral programs are designed for and address the unique customer communication, compliance, and security requirements of the financial services industry.

“The core of financial services is trust, and consumers don’t want to take risks when it comes to their finances. Authentic referrals from existing customers reduce that risk,” said Matt Roche, Founder and CEO, Extole. “Extole’s technology delivers secure and effective referral and advocacy solutions to our growing base of financial services clients.”

The Financial Services Solution boasts strong data privacy, with full data encryption at rest and in transit. Additionally, Extole’s Privacy Shield certification demonstrates Extole’s adherence to current EU-US privacy and data protection principles. Other key features of the solution include:

  • Industry-Specific Event and Conversion Tracking: Extole’s Financial Services Solution features the ability to track every part of the customer process, from account application through approval and account activity. Automated rewards and actionable analytics across the customer journey result in higher performing programs that deliver a better customer experience than in-house, manual options.
  • Reliable Reward Delivery: Featuring the ability to reward with gift cards, account credit, and even charitable donations, Extole’s reward delivery engine provides the flexibility to give rewards that help encourage existing customers to make an authentic recommendation to their friends.
  • Compliance Support: The solution features capabilities frequently required by financial services member-get-member programs, including single sign-on for easy sharing by existing account holders, email templates that include required customer account identification information, and capabilities for delivering written advocate communication in accordance with financial services communication requirements.
  • Customer Service Portal: Extole offers a complete customer support portal featuring event review, instant reward re-issue, and the ability to capture referrals over the phone. The portal helps financial services companies easily incorporate their referral programs into their support organizations.

For more information or to talk to Extole about implementing its Financial Services Solution for your business, please visit: https://www.extole.com/contact-us/.

About Extole

Brands use Extole to turn customers into advocates. Our enterprise advocacy platform and team of experts create beautiful advocate and referral programs, so brands can harness the power of online sharing to the benefit of their bottom line. Extole enables marketers to connect with millions of advocates, scaling word-of-mouth to acquire new customers and increase loyalty using their greatest competitive advantage: their customers.

For more information please visit: https://www.extole.com/

Contacts

Pluck
Kate Gundry, 617-797-5174
extole@pluckpr.com

Contacts

Pluck
Kate Gundry, 617-797-5174
extole@pluckpr.com