Reduce your CAC, boost deposits, & drive engagement with Referral Programs

• Native integration into Q2 online banking
• Orchestrated customer journeys with pre-built landing pages, emails, & rewards
• Triggered & promotional emails
• Online & in-branch referral tracking
• Pre-generated referral links with user-friendly sharing options - email, SMS, social, & QR code

Safety first with best-in-class privacy & security

Starting with at-rest encryption and extending to thoroughly vetted organizational processes and procedures, including an ISO 27001 certification, Extole takes privacy and security as seriously as you do.

With experience working with other banks and credit unions like yours, we have the experience to help you remain safe and compliant.

Get up & running quicky with Extole's Q2 app - no coding needed

• Instruct your Q2 team to place the Extole widget in high-traffic locations such as the homepage or menu
• When members tap on the menu or view the widget, an automatic SSO connection is generated in real-time
• Members can then share their pre-generated link without ever having to leave online banking

Scale fast with automated rewarding & fraud detection

• Configurable decisioning engine that determines when rewards are triggered (e.g direct deposit setup)
• Auto-reward with statement credits or prepaid cards
• Personalize rewards by audience and product type (loans, deposits, credit card)
• Advanced rules to curb low-quality referrals

Test, learn, and adapt with built-in reporting, AB tests, & burst campaigns

• Automatically run and schedule reports to gain insights on program performance and top advocates
• Schedule A/B tests and offer bursts directly from the Extole platform - no coding needed
• Make updates to the creative, copy, or rules in minutes with Campaign Management tools

Keep members happy with customer support tools

• Roles based permissions for Customer Support only platform access
• Member lookup to understand referral status and why rewards were issued or declined
• Override auto-declined rewards & issue one-time make goods