Traditional referral or incentive programs are clunky, un‑tracked, and don’t engage staff — leading to lost leads, wasted time, and missed growth opportunities.
Yearly Referral Results From Our Clients
11,000 +
Active Users
200,000 +
Referrals submitted each year
$2.8 Billion +
Deposit and loan balances resulting from employee referrals each year
$63 Million +
Recurring annual revenue from employee referrals
$3,620,000
Incentives paid annually for employee referrals
Powerful Tools That Drive Growth
Automate and Track Every Opportunity
Every referral is tracked from submission to outcome, providing full visibility into results
Motivate & Retain Staff with Rewards
Built‑in incentive system rewards staff for success — boosting engagement and loyalty.
Drive Measurable Growth & ROI
Every referral becomes a counted outcome; analytics show which efforts work
Why It's Perfect For Banks & Credit Unions
Built by bankers with 100+ years of combined experience — so the system understands industry‑specific needs.
Modular and easy to implement — no need for extra staff or complex setup.
Scales as your institution grows — works for small credit unions or larger banks alike.
Combines referral, rewards, relationship tracking, performance — all in one platform, reducing the need for multiple tools.
Frequently Asked Questions
Question 1: How long does it take to implement referrals and rewards? We guarantee implementation can be done in less than 30 days.
Question 2: Does this replace our CRM or work alongside it? Referrals and rewards works great with other CRMs. We have APIs to provide seamless integration.
Question 3: Is there a minimum number of users? We do not have a minimum number of users. PerformanceDelta does not charge by the seat, so our system can grow with your organization.
Question 4: How are rewards delivered/redeemed? That's up to you! Rewards can be paid out in the employee's paycheck or accrued over time and redeemed for larger rewards. We integrate with Amazon.com to provide gift cards as an option for users.
Question 5: Do you guys have an app? Absolutely! Our app is available on the App Store and Google Play.
