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CardCash^TM
ReferLive^TM
CS Direct^TM

ReferLive^TM 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 ReferLive^TM

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 [ReferLive^TM Solution] to see how the ReferLive^TM program can effectively resolve each challenge.

Challenge #1

Increase your sales pipeline without increasing acquisition costs. [ReferLive^TMSolution]

Challenge #2

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

Challenge #3

Generate higher customer acceptance rates than traditional product advertising. [ReferLive^TM Solution]

Challenge #4

Save time involved in typical manual teller referral programs. [ReferLive^TM Solution]

Challenge #5

Maximize the efficiency of your existing website and branch network. [ReferLive^TM Solution]

Direct and Referral Acquisition Platforms

ReferLive^TM 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