Join our referral programme to drive customer acquisition, satisfaction and retention. Fintuity can help your customers with important financial decisions from pensions to protection, investments and mortgage advice. You can white label our technology, offer free online tools and consultations with an IFA.
Super charge your
customer proposition and earnings
Our customers manage thousands of clients in the UK
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How it works
Ongoing support
Client promotion & onboarding
Access the introducer portal
Agree commercial terms
Customise your client offering
Book a partner demo
benefits
Enhance customer satisfaction, financial wellbeing & retention
Why Partner With Fintuity
benefits
Supercharge your brand awareness, reach new audiences and covert more leads
Boost Your Earnings
Upsell your customers to support growth, satisfaction and financial wellbeing
Business growth
Client retention
Expand your offering with innovative products and services, enabling your customers to make better choices
Supporting your customer needs and financial goals through digital excellence and regulated IFAs
Customer centric
Tailor your customer or employee perk with a partner branded platform
White label
No minimum investment
Unlike most IFAs, we have a solution for everyone. No asset limits or advice gaps, we offer lower charges as well as an online experience, 24/7
Meet an FCA registered financial advisor
Discover customised financial advice
Maximise your investment potential
Secure your financial future
Award-winning virtual advise
Free report online
Available 24/7
Use our free financial health check
All client information stored in one safe place
Easy to read dashboards
Get a clear view of your financial goals
Receive a weekly health check
MULTIPLE PARTNER PROGRAMS
Our financial advising website is open to professionals who share our goal of helping clients achieve financial success.
Join Our Partnership Program Today
MULTIPLE PARTNER PROGRAMS
Supercharge your brand awareness, reach new audiences and convert more
Unions
Supercharge your brand awareness, reach new audiences and convert more
IFAs
Accountants
Supercharge your brand awareness, reach new audiences and convert more
Supercharge your brand awareness, reach new audiences and convert more
Lawyers
Mortgage brokers
Supercharge your brand awareness, reach new audiences and convert more
Other
Recommend Fintuity with confidence
Bring the wide range of our services to your clients
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Generate a new revenue stream, provide new lead generating tools for your business, improve your client experiences and outcomes, retain clients for longer with valuable secondary services, access to regulated financial advice and guidance.
No, Fintuity has designed a process that ensures we do all the heavy lifting; of course, some time is required to ensure best practice, but you will be assigned a dedicated partnership expert to ensure a smooth transition.
Fintuity’s dedicated introducer programme and portal makes it as simple as clicking a link to refer a client to our services. We track all referrals to ensure you get paid on time and your clients can book with confidence. You can also track the progress of referrals from your unique introducer portal.
After Fintuity issue a revenue statement generated from your referrals, we pay all revenue share on a monthly basis into your nominated bank account.
Yes, partnership agreements are a regulatory obligation and ensure that all parties have an understanding of the revenue share agreed upon.
Ready to join our partner program?
Help your clients scale by transforming customer customer support from a cost center to a profit generator
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