Financial Services
Partner software built for financial services
Run referral and reseller programs that stand up to scrutiny, with the permissions, audit trail and payout controls a regulated business needs.
What’s holding partner programs back
Compliance & audit requirements
Meeting compliance, KYC and audit requirements across every partner interaction.
Multi-touch revenue attribution
Attributing revenue accurately across long, multi-touch sales cycles.
Cross-currency partner payouts
Paying partners across entities, currencies and schedules without manual spreadsheets.
Secure, role-based deal access
Giving partners secure, role-based access to sensitive deal data.
Why Partner.io
Govern partner programs with clear controls
Role-based partner access
Give Partners access to the information and actions relevant to their role in the Partner Portal.
E-signed Partner Agreements
Assign agreements by Partner Type or Partner, collect e-signatures, and keep signed PDFs available to both sides.
Auditable program records
Track Leads, approval stages and commissions in one place, with records that support program oversight.
In financial services, a partner program only works if it can be governed. Partner.io gives you controlled access, an auditable record of every referral and approval, and payouts that finance can sign off on, so compliance and revenue work from the same system.
Everything your partner program needs to grow
The questions industry teams ask us most
Is Partner.io compliant enough for financial services?
Can we control who sees sensitive deal data?
How are commissions paid across entities and currencies?
Run a partner program your auditors will respect
See how Partner.io tracks, governs and pays your referral and reseller partners in one system.
