Meeting Archive:
Next Generation Referral Programs

Meeting Description:
Referrals can be one of the cheapest and most significant sources of new members and customers for financial institutions.  We know that many of our clients have been thinking about creating a referral program for the first time or want to optimize the one their institution has been using for years.

We've partnered with uRefer to deliver a next generation referral program that doesn't rely on old-fashioned paper forms to spread the word.  Our program makes the referral process incredibly easy and enables your customers and members to refer hundreds of people at once with the click of a button. 

Date: Tue, Oct 25, 2011
Time: 02:00 PM EDT
Duration: 1 hour
Host(s): Laurie McLachlan
 Presenter Information
Laurie McLachlan
Speaker Photo

Laurie is responsible for Andera's customer acquisition business. She has 20 years of experience launching and growing profitable brands through integrated direct marketing. Her expertise spans the web, mail, television, radio and print channels on both the client and agency sides.

Dan Pasick
Speaker Photo

Dan is a Senior Sales Manager at uRefer, a software platform that helps drive sales for your company by identifying and developing your customers into advocates. Through social networking, online, and offline tools we give your advocates an avenue to refer your firm to other customers.