Financial services
Run referral and reseller programs with the visibility, controlled access, and payout workflows your team 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
Financial services partnerships often touch sensitive account and deal data. Role-based access makes sure each partner only sees what’s relevant to their specific relationship — nothing more.
E-signed Partner Agreements
Collect and store e-signed partner agreements by partner type, so documentation is available the moment compliance or audit asks for it — not three days later after a scramble.
Auditable program records
Financial services partnerships get audited. Track leads, approval stages, and commissions in one system with a clear, reviewable record trail.
Financial services teams can manage partner activity, referrals, deals, and payouts from one shared system.
Everything you need and more
Ditch the 14-tab spreadsheet and the bloated PRM. Partner.io gives you a single source of truth to track, train, and pay every partner in seconds.
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 with clearer oversight
See how Partner.io tracks, governs and pays your referral and reseller partners in one system.
