ReferTrac

ReferTrac is a web-based referral management solution that helps financial advisors in financial institutions receive, track and report on investment referrals. With ReferTrac you get: Customizable referral form – makes it easy for institution employees to send investment referrals to their financial advisors. CRM integration* – automatically creates a new contact record in your CRM, which eliminates data entry and creates consistency. Automated email notifications – Financial Advisors are instantly notified when a referral is sent, and the referrer enjoys regular updates and ongoing communication throughout the entire process. No more looking through email or scrolling through an excel spreadsheet. Referral program analytics – allows you to track sales, revenue and closing ratios through the easy to use, customizable reporting tool.  Quantify referrals by tracking referral results for the entire institution, branch and employee  Eliminate time wasted creating manual reports Track Referral Outcomes – the key to improving the quality of referrals is to understand your referral ROI. If you don’t track it, you can’t manage it. Increased referral engagement – uncover teachable moments by showing employees their results and identify areas to improve. With ReferTrac, institution teams are in sync and organized, which means less mistakes and a better customer/member experience. *Currently available for Wealthbox, Redtail and Salesforce.