Acquire & retain customers with Extole and Candescent
Request a demo to see how Extole’s referral and offer programs integrate seamlessly with Candescent's digital banking platform to drive account and loan growth.
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Extole is trusted by leading banks and credit unions
Drive growth with automated referral & offer programs
Extole's refer-a-friend and offer programs streamline member acquisition by automating the entire process. From promotional and triggered emails to reward qualification, fulfillment, and beyond, Extole’s platform handles the complexities of running a rewards program, allowing you to focus on growth.
Launch quickly with Extole's integration with Candescent
Extole integrates directly into the authenticated Candescent Digital Banking experience through SSO, providing members and customers with a seamless, fully branded referral experience.
Watch performance skyrocket with campaign management tools
Leverage no-code editing, A/B testing, limited time offers, audience personalization, reporting, integrations, and more.
The Extole Advantage for institutions
| Features | Extole |
|---|---|
| Native Candescent integration | Included |
| Digital and branch referral tracking | Included |
| Offer qualification engine | Included |
| Automated reward fulfillment | Included |
| Performance dashboards and reports | Included |
| Personalize rewards by audience or product | Included |
| Fraud prevention & enterprise security | Included |
| A/B tests and limited-time offer bursts | Included |
| Promotional and triggered emails | Included |
| Lookup and audit referrals | Included |
| Pre-orchestrated campaign journeys | Included |
Frequently Asked Questions
How does Extole handle referral tracking and attribution?
Extole supports multiple referral attribution methods, including cookie-based tracking, referral codes, and email matchback, ensuring referrals can be accurately tracked across channels and devices. Once a referral is attributed, Extole qualifies referrals using custom events received from your systems, such as account openings, debit card transactions, direct deposits, or funded loans. This allows rewards to be issued based on verified business outcomes rather than clicks or form submissions alone.
How does Extole integrate with Candescent?
Extole integrates directly into Candescent Digital Banking, giving members access to a fully branded referral experience without leaving online or mobile banking. With SSO, members can instantly access their personal referral link, share via link, QR code, or native mobile sharing, and track their referrals and rewards all in one place.
Can I have a referral program for our branches?
Yes. Extole supports in-branch referrals through either referral codes or Extole’s branch referral form. Once the referral is captured, Extole automatically qualifies the referral based on your program criteria, and fulfills rewards when qualification requirements are met.
How long does it take to launch?
Most can be launched in approximately 4 weeks. The implementation process typically includes designing the customer journey, embedding the referral experience within Candescent Digital Banking, sending audience and qualification event data, and configuring rewards, branding, and program settings using Extole’s campaign templates. Once testing is complete, you can push live and begin driving referrals immediately!
Does Extole handle reward fulfillment?
Yes. Extole automatically attributes referrals, validates qualification criteria, and fulfills rewards when program requirements are met. Extole supports real-time digital reward delivery, including Visa® and Mastercard® prepaid cards, merchant gift cards, and charitable donation options, with no additional fees for digital gift card fulfillment. For financial institutions that prefer to deposit rewards directly into customer accounts, Extole can also trigger ACH-based rewards through a daily SFTP batch file or a real-time Rewards Webhook integration.
Experience Extole on Candescent!
We’ll answer all your questions about adding Extole to digital banking to launch referral and offer programs with Extole’s industry-leading technology.