Refertrac Information

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.