Win better clients through the people who already trust you
Reco is the referral platform for accountants, mortgage brokers and financial advisers. Turn satisfied clients into warm introductions by making referrals easy to reward and simple to track.
For accountants, mortgage brokers, financial advisers and bookkeepers.
- Easy setup
- No credit card required
- We'll help you get started
Introduce a contact
Referral reward
A thank-you reward for you when they come on board
Your friend gets
A free consultation for them
You're already paying to find new customers
Advertising helps you win the first customer. Reco helps that happy customer introduce the next one.
Traditional Marketing
Paid advertising is expensive and inefficient
The Reco Way
Word of mouth marketing with Reco is low cost and trackable
Why referrals work so well for financial services
Trust is everything
Financial decisions rest on trust, and a warm introduction carries it from the start.
Referred clients convert better
Introductions from a trusted client are your highest-quality leads.
Discretion reassures
A personal recommendation gives new clients confidence to share sensitive matters.
Clients stay for years
Financial relationships are long-term, and happy clients keep introducing others.
Making it easy for your clients to refer you new business
Get your referral programme up and running in minutes, and start driving "Customer Led Growth". See results in days.
What could a referral programme look like?
A real example of how a Reco offer could look for your business.
Meridian Accounting
Recommend Meridian Accounting
Referral reward
Receive a thank-you reward when they become a client
Your friend gets
Give a contact a free initial consultation
Other reward ideas for financial services
- A gift card
- A charitable contribution
- Service credit against their next invoice
- An upgraded service or review
- A reward for the new client too
How you would use Reco in your business
Aligned to the moments your clients value you most.
Great result delivered
You've saved them money or solved a problem and they're pleased.
Year-end or invoice
Include an introduction request with your invoice or summary.
Positive review
A strong review signals a client ready to introduce peers.
In your marketing
Add your referral link to newsletters and updates.
NOTE: Certain regulated industries have restrictions on advertising and incentives. Make sure you comply with local regulations.
Reco is a Complete Solution to Increase Word of Mouth Referrals
- In just a few minutes you can set up a range of incentives to encourage your clients to refer your business.
- Reco provides numerous ways to share incentives with your clients, so they can easily make referrals.
- Both the person making the referral and the person being referred verify their contact details, so you know the referral is genuine. Only then are you charged a small fee.
- You control how incentives are used and privacy is assured for clients and those they refer.
Watch the video, to see it in action.
Turn word of mouth into a system
Generate more referrals
Make it easy for happy customers to recommend you, so more of them actually do.
Know your advocates
See which customers are bringing you new business and keep them engaged.
Reward results, not clicks
Rewards are tied to confirmed referrals, not impressions or clicks.
Frequently Asked Questions
See how Reco could work for your firm
We'll help you create your first referral offer so you can see exactly how it would work for your clients.
No obligation. You choose the offer and the reward.