Referrals Made Easy
Plus One™ is a turnkey Tell-A-Friend strategy that manages referrals, tracking, and reporting in one easy-to-use platform. It combines print marketing with digital referrals to make it easier to reach prospects wherever they are.
20%
of openings are driven by referrals
Word-of-mouth can’t be left to chance. With Plus One™, you’ll use hard-earned accountholder satisfaction to grow relationships. How it works:
- Referrer tells a friend
- Friend opens an account
- Referral processed in a few clicks
- Referrer is sent a gift
Everything You Need for Referral Success
Plus One™ gives you a complete referral management system that works seamlessly across digital and traditional channels. From automated tracking to flexible rewards, these key features make referrals effortless for your customers and profitable for your institution.

Online Platform
Supercharge referrals with a secure custom-branded website hosted on the cloud. When referrers recognize you online and it’s easy for them to act, they make more referrals.

Simple Reporting
By digitizing your referrals, you make reporting easier and more accurate—even with print marketing. Immediately track all detail history from referral to redemption.

Real-Time Results Tracking
Guessing has no place in a successful referral strategy. Plus One lets you identify your top referrers for both retail and business accounts.

Multiple Reward Options
Want more referrals? Give referrers options. With Plus One, you can offer gifts in-branch or let referrers select an eGift card.

Compliance. Check!
Gathering more emails gives you more marketing leads. Approach those leads the right way with a system that moderates email frequency and conforms to the CAN SPAM Act.

Training & Marketing
Plus One includes all the training and marketing you need, including in-branch and online assets. It helps leverage all your channels for referrals and optimize your reach.
Reach Prospects Where They Are
Don’t let 20% of your potential new account openings slip away.
Sign up with your account executive or get in touch to launch Plus One™ and turn your satisfied accountholders into your most powerful marketing tool.
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