Request A FREE Demo

Select the product(s) that you would like to
request a demo for and click submit.

CS DirectTM

ReferLiveTM is an easy way to unlock the power of your customer community. Proactively drive referrals, open new accounts, reward existing and new customers.

Benefits of ReferLiveTM

  • Increase in referrals year over year
  • Referral tracking and data-base development
        for future campaigns
  • Lower cost per account
  • Saves employee time and wages
  • Maximum return on investment
  • Improves message penetration

Mouse over each [ReferLiveTM Solution] to see how the ReferLiveTM program can effectively resolve each challenge.

Challenge #1

Increase your sales pipeline without increasing acquisition costs. [ReferLiveTMSolution]

Challenge #2

Streamline efficiency with minimum effort for
tellers, operations, client services and marketing personnel. [ReferLiveTM Solution]

Challenge #3

Generate higher customer acceptance rates than traditional product advertising. [ReferLiveTM Solution]

Challenge #4

Save time involved in typical manual teller referral programs. [ReferLiveTM Solution]

Challenge #5

Maximize the efficiency of your existing website and branch network. [ReferLiveTM Solution]

Slide 1 Slide 2 Slide 3 Slide 4

Direct and Referral Acquisition Platforms

ReferLiveTM can be customized for checking, auto loan, auto refinance and HELOC.

Program Includes:

Clickable Banners from
Financial Institution website

Registration Page
  • Direct Acquisition
  • Referral Acquisition
Thank You Page
Referral Email
Reminder Email
Registration Email
Online Account Access (ReferLive Account)
Social Networking (Facebook Referral Link)
Financial Institution Reporting
and Metrics (ReferLive Portal Pages)
In-branch Marketing
  • Statement Inserts
  • Referral Cards
SAS 70 Type II