Referral Marketing Performance for the Financial Services Industry

Our data reveals referral marketing is one of the top customer acquisition channels for financial services companies

Referral marketing continues to deliver a strong ROI.

As more financial services companies are starting to see an increase in digital adoption, there is a natural spike in customer referrals also occurring.

Our study revealed:

  • ROI for Financial Services referral programs is higher than retail and eCommerce programs
  • 3 factors that make referral marketing a natural fit for financial services businesses
  • Why customers want to participate and the customer profile type they usually refer