Referral Engine is an easy way for credit unions and banks to drive new member or customer referral volume through all their Internet properties. It is a web-based, end-to-end solution offering 24/7 referral promotion, capture and incentives. The product offers unlimited flexibility in deployment.
In addition to being easy to use, Geezeo Referral Engine provides a robust set of out-of-the-box features:
Offers are managed by campaign
Several campaigns may be run at the same time
Text and graphic support
Completely white labeled
Comprehensive metrics & tracking
Easy social media integration with Twitter and Facebook
While Geezeo will offer the product directly to the market, it has also partnered with PTP New Media, a Houston, Texas marketing firm. PTP will offer a white-labeled version of Referral Engine to their credit union clients, who often look to develop holistic member growth campaigns through a variety of web initiatives.
About Geezeo
Founded in 2006, Geezeo offers an integrated suite of Online Financial Management (OFM) tools and services including Personal Financial Management (PFM) software for banks and credit unions. PFM empowers
online customers, giving them a holistic view of their financial assets, liabilities and budgets. Geezeo's unique platforms help financial institutions develop online customer dialog while generating growth through customer
acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com.
