Solutions for Financial Institutions

Referrals

In a tooth-and-nail competitive retail investment industry, sometimes providing that little extra something makes all the difference. But short of guessing, how can you tell if offering referral incentives is even worth your time? Easy: With EAI’s Referral Management tool.

Simple. Effective. Seamless.

The sophisticated tracking system enhances your ability to meet customer expectations and cut paper clutter and processing time, creating more space for improving performance within your sales force.

Other features:
  • Automated tracking of referrals
  • Electronic transmission and assignment
  • Direct link to accounts and clients, allowing report and trend analysis
  • Back Office access to utilization ratios of referrals
  • Seamless interactivity with the Rep Module CRM tool

To see how EAI can help your team pay it forward, call (877) 537-1507 or Request a Demo today.