Customer-Led Growth for Financial Services and Fintech Brands

Transform Every Customer Interaction into a Revenue Opportunity with Ambassador

Trusted by the world's fastest-growing brands

Commissions & Payouts

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. 


Enrollment Page

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.



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

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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.

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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.

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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.

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Engagement and Usage

Keep customers engaged with gamification through awards and badges, and offer personalized rewards for consistent log-ins or financial milestones.

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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. 

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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

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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.

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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.

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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.

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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.


Stop letting revenue slip through your fingers Get a personalized demo today

Boost Your Customer Lifetime Value

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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.

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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.

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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.

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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
Case Study

Ambassador + Financial Services

Three Months, Thousands of Referrals


By the Numbers - Financial Services

Referral Marketing continues to deliver a strong return on investment

Why are so many leading financial product and service brands investing in Customer-Led Growth?

Lower Customer Acquisition Costs
Lowers Customer Acquisition Costs

Word-of-mouth and affiliate marketing significantly reduce expenses associated with acquiring new customers via traditional advertising and marketing channels.

Improved Customer Retention
Boosts Customer Loyalty

Rewards and incentives, such as cashback on purchases or bonus interest on savings, promotes customer retention and loyalty.

Easily Identify and Engage Upsell and Cross-Sell Opportunities
Unlocks Upsell and Cross-Sell Opportunities

Analyze customer transaction data to identify opportunities to offer the right products at the right time.

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Streamlines the Sales Process

Referrals and trusted testimonials shorten the customer’s journey from awareness to customer, ensuring a seamless sign-up and onboarding experience.

Speeds Up Market Expansion

Testimonials, reviews, and referrals boost network reach and help break into new markets and demographics more easily.

Builds Brand Awareness
Enhances Brand Recognition

Customer advocacy and influencer partnerships boost visibility and authority in the financial sector.

Leverages Customer Trust and Credibility
Capitalizes on Trust and Credibility

Earn new customers' trust faster with positive reviews and testimonials, in addition to secure transaction guarantees and transparency.

Optimizes Marketing Spend

Referral programs and customer loyalty are proven to have higher engagement rates and ROI compared to traditional marketing methods.

Personalizes Customer Experiences

Use customer data to tailor financial advice, product recommendations, and communications, enhancing customer satisfaction and engagement.

Builds Product Feedback Loops
Fosters Product and Service Improvement

Collect and act on customer feedback to continually refine and enhance your financial products and services.

Ultimate Guide to Customer Loyalty

How to Turn One-Time Purchases into Repeat Buyers


Frequently Asked Questions

Ambassador is designed to comply with industry standards and regulations, ensuring your referral and loyalty programs meet all necessary legal requirements.

Yes, Ambassador’s referral programs incentivize current users to refer new customers, driving user acquisition and growth for fintech companies.

Ambassador employs advanced security measures to protect sensitive financial information, including encryption and secure data handling practices.

Fintech companies can offer various rewards, such as cashback, discounts, and exclusive financial products, to incentivize customer referrals and loyalty.

By offering transparent and rewarding loyalty programs, Ambassador helps fintech companies build trust and long-term customer relationships.

Ambassador’s data centers are hosted with Amazon Web Services data centers in the state of Virginia in the United States. Data backups are also preserved in a US-based distributed database in Google Cloud.

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