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Partner with BankU / Referral Partner

Make the introduction count.

Know a business that may need BankU? Tell us what they are trying to solve, check that they welcome an introduction, and let the right teams take the conversation forward.

Talk to our team Take a closer look

Choose a partnership that fits the work you do.

The introduction route
  1. Relevant introductionsDescribe the opportunity
  2. Permission to connectAgree the approach
  3. A clear handoverIntroduce the teams

Illustrative planning view

WHAT TO EXPECT

The working relationship.

Choose a partnership that fits the work you do.

Relevant introductions

Explain the business need, the people involved and the reason for the introduction, rather than sending an unqualified contact list.

Permission to connect

Confirm that the business expects to hear from BankU before sharing its contact details or arranging a first conversation.

A clear handover

Agree what information accompanies the introduction and who will keep each side informed as the discussion moves forward.

NEXT STEPS

A partnership, step by step.

Agree the working relationship before you begin.

  1. 01

    Describe the opportunity

    Share the sector, business requirement and a brief account of your relationship with the prospective customer.

  2. 02

    Agree the approach

    Discuss the referral arrangement and communication boundaries before representing any offer or commitment to the business.

  3. 03

    Introduce the teams

    Make the agreed introduction and leave product suitability, onboarding and commercial decisions with the responsible teams.

WORTH CHECKING

Before you start.

  • Send only the contact information the business has agreed you may share.
  • Referral terms and any commercial arrangement must be agreed in writing.
  • An introduction does not guarantee approval, activation or a completed sale.