Fintech Referral Operations
Back-office setup for tracking partner links, disclosure acceptance and CRM follow-up across fintech referral programmes.
from
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Included
- ✔Partner programme application tracker
- ✔Disclosure text and audit trail
- ✔Outbound click event in CRM
- ✔Provider eligibility matrix
- ✔Manual follow-up for rejected applications
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Internal referral operationsPartnership management