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Fintech Referral Operations

Back-office setup for tracking partner links, disclosure acceptance and CRM follow-up across fintech referral programmes.

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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

Najlepsze dla

Internal referral operationsPartnership management