Book a Meeting
Referral & Loyalty Program for All Types of Businesses
Book a Meeting

Financial Services & Insurance

Turn Clients Into Brand Champions,
Lower CPA & Grow Your Customer Base 


Friendbuy’s team of customer attraction and retention specialists have decades of combined experience helping financial services and insurance brands drive more customer engagement and higher lifetime value.

Book a Demo
hero-financial-insurance-v2 (2)

 

Join these innovative brands

Group 351

 

Our Expertise Helps Power Your Success 

$30.82
Average Cost per Lead
30x
Average Return on Spend
3-4x
Average Lifetime Value 

TALK TO A GROWTH ADVISOR

 

 

 

Powerful word-of-mouth marketing that lifts your Brand & Drives Revenue

Friendbuy’s industry-leading referral program software helps transform passive customers into full-on brand advocates and will be your best channel for acquiring new customers. 

 

Complete design flexibility 

 

Our team will work with you to create the best campaigns for both your brand and customers, right down to the minute details of individual call-to-action button designs. 

widget-financial-banking

Customizable earning actions, rewards and campaigns 

 

Friendbuy’s platform allows for unlimited campaigns with custom earning events that reward clients in a wide variety of ways that are most important to your bottom line. 



campaigns-finacial

Valuable analytics for better decision-making

Our comprehensive analytics and reporting dashboard provides you with an in-depth view of your referral and loyalty programs, so you can make data-driven decisions at every step in your customer conversion funnels. Your valuable data is also easily exportable to the customer data platform or BI tool of your choice. 



analytics

Comprehensive A/B testing tools

 

Friendbuy’s user-friendly platform makes it easy to create tests that provide invaluable insights into your campaigns so you can make data-driven decisions to drive unprecedented growth for your business. A/B and multivariate testing tools inside the platform are easy to use and available at your fingertips. 



AB-image-financial

Protect customer data & your program’s integrity 

 

Friendbuy employs cutting-edge algorithms and security protocols to identify and block deceptive actions like self-referrals, duplicate accounts, and counterfeit referrals. Moreover, our platform adheres rigorously to data privacy and security standards, including GDPR, TCPA, CAN-SPAM, CCPA, SOC II, ISO, and CASL, ensuring your data's integrity and protection.



data-privacy

 

Robust integrations with your existing tech stack


integrations (1)

 

View All Integrations >

 

 

Resources from Friendbuy's Expert Team

 

23 Best Referral Program Ideas By Top-Performers

Read Blog Post

A Complete Referral Program Software Buyer's Guide 

Read Blog Post

How to Create an Effective B2B Referral Program

Read Blog Post