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For Financial Services Financial Services

Unlock the power of automated referrals at 300%+ ROI

Tech-enabled financial services and FinTech companies using GrowSurf’s referral software enjoy customer acquisition at the lowest possible cost

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Capterra

"Before GrowSurf, tracking and rewarding through our internal program was very time-consuming, manual, and gave us zero analytics insight. The platform has totally unlocked our ability to scale and optimize referral rewards as we grow."

Tracy Laranjo
Tracy Laranjo
Growth Manager at Willful
What’s possible with GrowSurf?

Grow your financial services business with strategic referral rewards

Get more customers by offering both your referring customers and new users with gift cards or account credits on qualified referrals.

Here are examples of how financial services customers are using GrowSurf:

Get a $10 gift card for each friend that joins OurCompany!
For every friend you refer that funds their first account, we'll give you both $30 in investment credit.
Invite your friends and you will both receive an additional $50 on your first investment.
Invite friends and you’ll both earn $10 in account credits when they buy or sell at least $150 of cryptocurrency.
When the person you refer links an account, you'll both earn $2 🙌
Receive $200 for every accepted loan application.
Get a $10 gift card for each eligible referral!
Get a £5 gift card for each friend that joins.
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No credit card required for trial. Cancel anytime.
Our Features

Explore what makes GrowSurf the perfect referral program solution for financial services companies

Easy referral tracking
Simple referral tracking behind your existing signup flow
GrowSurf works silently in the background to automagically track referrals by attaching on to your current user signup flow. No need to change the existing form and automations you already have in place.
HTML5
Single Page Apps (JS, REST API)
Referral tracking
Fully automated rewards
Set your rewards on autopilot
Fully automate any type of reward in just a few clicks using our integrations.
You can always choose the people that receive rewards, fully automated or with manual approval.
Gift cards
Account credits (via webhooks or Zapier)
financial services referral reward
Custom referral portal
Copy/paste a few lines of code to embed a referral portal for your users
When your users are logged in to your web app, they can easily track their referral progress and see easy ways to share through a white-label referral portal that you can embed by pasting just a few lines of code.
No additional signup step is required from your users, as they will automatically see their referral link and can start sharing immediately.
referral portal
Automate referrals
Choose what counts as an eligible referral
You have total control on what counts as a valid referral by using our JavaScript SDK or REST API. Qualify referrals based on user actions, like when someone makes their first deposit or purchase.
REST API referral program
CRM + ESP integrations
Promote your referral program from your CRM or email service provider
Integrate your referral program with the marketing tools that you use for your financial services business, like your CRM and email service provider.
Referral emails
100% whitelabeled

The fact that you didn’t code your referral program will be a secret.

Automated rewards

Automate fulfillment or review and approve awards manually.

Built to be easy

Avoid bulky enterprise tools and enjoy clean UX.

Cuts referral program setup time from days to hours

Building in-house takes weeks. Other referral software takes days. GrowSurf takes less than one day.

Save development resources

One year of GrowSurf costs less than three weeks' salary of a junior-level developer.

Collaborate with your team

Invite your team and provide controlled access.

Campaign analytics

Get more insight into your referral marketing efforts than you've ever had before.

Excellent customer service

You can expect top-notch, responsive support from our team.

Anti-fraud system

GrowSurf blocks fraudsters and comes with a suite of anti-fraud tools to combat repeat offenders.

14-day free trial
No credit card required for trial. Cancel anytime.

Tap into your users for stand-out organic growth

Grow your customer base with a scalable referral program that sets up your financial services business for organic success and excellent ROI

14-day free trial
No credit card required for trial. Cancel anytime.

Not ready yet? Watch our 90-second demo