Transform every employee into a
lead generator
What is BankerBounty?
BankerBounty is the leading referral program for community banks and credit union employees in the United States. The Product Referral Management (PRM) platform lets any bank employee submit a referral in seconds, routes it automatically to the right banker, and shows the employee how much they’ve earned when the account is opened.
To date, BankerBounty has driven over $1 billion in new accounts at a 70% lead-to-account conversion rate.
How BankerBounty Works: 3 Steps from Referral to Revenue
Step 1: Employees submit a referral in under 5 seconds
Any bank employee — teller, branch manager, IT staff, back-office — opens the BankerBounty app on their phone and submits a referral with the prospect's name, contact info, and product interest. The app is designed to keep your bank top-of-mind every time an employee picks up their phone, so opportunities don't get forgotten between the conversation and the end of the day.
Step 2: Referrals are routed automatically to the right banker
Every submitted referral is sent directly to the correct salesperson or even sales team at the correct branch, based on product type and geography. No forwarded emails, no manager bottlenecks, no leads sitting in someone's inbox over the weekend. The receiving banker(s) sees the referral the moment it's submitted and can act on it the same day.
Step 3: Employees see earned rewards the moment the account opens
When a referred prospect becomes a customer, the referring employee sees the reward land in their in-app BankerBounty wallet instantly. Payments are configurable by the bank (flat per-account, tiered by product, or pooled bonuses) and are fully RESPA Section 8 compliant. On average, 70% of referrals submitted through BankerBounty convert to new accounts.
What Banker Bounty Provides
-
Through our app, your team has the ability to sell for your financial institution literally anywhere.
-
Once a lead is logged in our app, it’s immediately viewable and trackable in the dashboard.
-
Having a tool that tracks all leads allows your team to cross-sell and win more business instead of letting customers fall through the cracks.
-
Use our app to communicate with your team, send reminders, and celebrate big wins.
-
On average, 70% of leads on the Banker Bounty app convert to new accounts.
-
Employees feel seen and their work recognized as they experience the rewards of winning more business for your bank.
See it for yourself!
Schedule a demo today
A few of the financial institutions who utilize BankerBounty
