FinancIAL SERVICES Partnership MANAGEMENT
Many of the world’s largest and most progressive financial services companies choose the Partnerize Platform. With outstanding flexibility, industry-leading compliance capabilities, and renowned security, Partnerize simplifies financial services partnership marketing and drives better performance.
Drive growth with new partner recommendations for your financial services business
Partnerize is the leader in bringing the power of AI and machine-learning to the financial services partnership management space. We offer the industry’s first AI-powered Partner Discovery solution, which analyzes all active partners in the 450,000+ Partnerize partner ecosystem and recommends new partners that fit your brand and have a high degree of likelihood to deliver strong incremental scale. Or you can search our entire ecosystem and identify partners on your own. Easy-to-use communications tools mean you can invite and review new partners right in the platform.
Flexible commission options to meet the specific needs of the financial services industry
Set different commissions at the lead capture, application approval, funding, or first use stages, or multiple stages.Tailor your partner payments to the precise business value they drive.
Set bespoke commissions for your partnership management programs
Partnerize offers more commissioning approaches – many tailored to specific financial use cases. Align your programs to achieve your exact KPIs.
Partnerize is the first affiliate platform we have implemented at TSB and it has been incredibly effective in tracking the performance of our select group of partners. With support from the Customer Success Team at Partnerize we are able to identify, communicate with, track and pay publishers who align with our KPIs. We are able to monitor the entire customer journey from the first touchpoint of quote request, through to actual purchase. This provides fantastic insights around the behaviour of consumers who use aggregator partners, with details including abandonment, decision processing times and completion rates, enabling us to optimise campaigns to provide consumers with the most appealing offer, that will ultimately lead to greater conversions.
Luke Farley, Partnerships Manager
Leverage partnership to drive territory expansion
Leverage the pay-for-performance nature of partnership marketing to power territory expansion efforts for your financial services business. Leverage the strong networks and credibility of top partners to drive growth. You can also leverage partnerships to enter new financial services sectors subject to the laws in your country.
Integrate partnership customer data into BI systems
With pre-built integrations to many of the most popular ecommerce, BI and other marketing technologies, we make it easy to integrate reports and data. When financial services partnership management data is as rich and available as data from other channels, you can prove your value and drive additional channel investment.
Learn more about partnerships
See how the Partnerize Platform will maximize partnership growth, diversify your revenue streams, and simplify all aspects of partnership management.