Advocacy Launch Guide
How to Launch a Customer Advocacy Program in 6 Easy Steps
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Seamlessly integrate our templates into your site and customer experience to promote your referral, affiliate, and loyalty programs.
Refer-a-Friend (RAF)
Make it easy for customers to refer to a friend from anywhere, anytime via QR code, their preferred social platform, email, or SMS.
Gamification
Boost engagement with rewards for tasks like finishing account set-up, first deposit, or reaching financial goals. Or, encourage reviews, testimonials, and referrals with reward tiers that unlock exclusive perks, bonuses, or services.
Tracking and Attribution
Monitor affiliate, referral, and loyalty sales, clicks, and conversions in real time to identify key revenue drivers. Build and export reports and dashboards.
Engagement Tools
Keep your business top of mind with automatic engagement campaigns that celebrate financial milestones, customer anniversaries, or holidays. Promote special offers, new services, or features. Use our library of templates to get started.
Customizable QR Codes
Generate customizable QR codes to add to your app, receipts, or website to track and attribute leads, sales, and program effectiveness.
Affiliate Traffic Sources
Encourage brand partners and affiliates to share branded marketing assets or referral links with their network with a flexible, fully customizable portal with embed capabilities for your site.
Branded Asset Library
Equip your affiliates and customers with a library of custom branded multimedia assets to share to their network. Compatible with PDFs, GIFs, videos, audio files, and more.
Drive Value Along the Customer Journey
Awareness and Education
Introduce potential customers to your financial services through educational content, social media engagement, and other branded assets, highlighting your unique solutions and customer success stories.
Consideration and Trust Building
Leverage testimonials and reviews, highlight success stories, and practice transparent communication to build trust. Offer webinars, free trials, or free financial planning tools to help potential customers understand the value of your services.
Conversion and Onboarding
Encourage sign-ups with user-friendly onboarding and immediate value such as instant account setup bonuses for referred users or new loyalty members.
Engagement and Usage
Keep customers engaged with gamification through awards and badges, and offer personalized rewards for consistent log-ins or financial milestones.
Retention and Loyalty
Reward loyal customers with exclusive offerings like higher interest rates on savings accounts, or lower fees. Or offer perks tailored to encourage behaviors that align with long-term financial health. Gather important product feedback to make your offerings better.
Advocacy and Referral
Encourage satisfied customers to share their positive experiences with friends and family to earn referral bonuses, such as cash rewards or account credits, given to both the referrer and the new customer.
Reduce Your Customer Acquisition Costs
Grow Customer Base with Referrals
Offer cash bonuses or account credits for both referrers and new customers upon successful account opening and initial deposit, leveraging personal networks to acquire new clients more cost-effectively than traditional marketing efforts.
Boost Reach with Customer-Created Content
Encourage customers to share their financial success stories facilitated by your services. Reward sharing on social media and personal blogs with additional account credits or exclusive insights, enhancing organic reach.
Enhance Credibility with Financial Bloggers
Grow trust and reach with collaborations with financial bloggers and influencers. Use Ambassador to manage partnerships, providing them with unique offer codes for their audience. This strategy taps into established trust, reducing direct marketing costs.
Generate More Positive Reviews
Encourage customers to leave positive reviews on popular platforms by rewarding them with exclusive financial insights, webinars, or one-on-one financial planning sessions, boosting credibility and attracting new customers through proven satisfaction.
Boost Your Customer Lifetime Value
Tiered Rewards for Saving or Investing
Implement a program that rewards customers for reaching savings or investment milestones. Use Ambassador to track progress and offer escalating rewards, encouraging increased platform engagement and investment, and reducing churn.
Exclusive Perks for Frequent Users
Offer frequent users early access to new features or beta products. Recognizing these customers not only encourages valuable feedback but also deepens their commitment to your services.
Customized Financial Advice
Provide personalized financial advice sessions as rewards for customer loyalty or reaching certain account milestones, adding significant value to the customer relationship and encouraging long-term retention.
Engagement Points for Financial Education
Reward customers with points for engaging with financial education content. Points can be redeemed for fee waivers or bonus interest rates, promoting financial literacy while enhancing loyalty.
I like how easy it is to navigate the Ambassador platform - The team members of Ambassador are also very friendly and helpful and are able to work through any issues quite quickly. While we don't use all the features Ambassador has to offer, they have a good variety of features and different payment methods for bonuses.
- Lauren W., Business Development Manager, LendKey
Why are so many leading financial product and service brands investing in Customer-Led Growth?
Lowers Customer Acquisition Costs
Boosts Customer Loyalty
Unlocks Upsell and Cross-Sell Opportunities
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Streamlines the Sales Process
Speeds Up Market Expansion
Enhances Brand Recognition
Capitalizes on Trust and Credibility
Optimizes Marketing Spend
Personalizes Customer Experiences
Fosters Product and Service Improvement
Ultimate Guide to Customer Loyalty
How to Turn One-Time Purchases into Repeat Buyers
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Track commissions and fulfillment with automated and manual approval payouts. Send global payouts to 200+ countries in 45+ different languages using ACH, PayPal, Gift Cards, and more. Ensure legitimacy across your affiliates and referrers with powerful Fraud Alert AI.