In my thirty years of banking I have never seen a product like
TracPlus that is so engaging and comprehensive. The referral module,
which we call Referral Rewards, is an easy and effective means to
communicate our client's needs to the financial professionals in our
company.
When a referral results in a sale, the system tracks the account
& transaction and automatically rewards the referring employee. This
keeps referrals top-of-mind with all of our employees!