Referral Partner Resources

Thank you for partnering with POPi/o! We’re glad you’re here. To get the most out of your Referral Partner experience, we’ve provided guidelines for lead submission and our latest marketing resources below.

Referral Partner Lead Submission Process

To enable POPi/o to successfully track your submitted leads, we request that you follow these steps:

  1. Submit the lead from your referral partner custom link. If you don’t know your custom link, click here.
  2. Within two business days, POPi/o will confirm that the request has been reserved by your organization, or that the lead has already been reserved by another organization.
  3. Once a lead has been confirmed, you will receive an email confirming the lead reservation, and an assignment to set an appointment between you, the FI, and the POPi/o Sales Team. The email will have a link for you to book that appointment. You will have 90-days to ensure an appointment is booked. Once this has taken place, the reserved lead will be approved and associated with your organization.
  4. The approved lead will remain active for 90-days. If no activity has taken place after 90-days, the lead will no longer be associated with the Referral Partner and will be left open to other organizations to submit as a new referral request. We welcome the Referral Partner to submit the lead again once the FI is ready to engage with POPi/o.
  5. Regular reports on the status of all reserved and approved leads will be reviewed and discussed in the Referral Partner’s meetings with their POPi/o sales rep.

Information about POPi/o

POPi/o is a provider of digital banking software for the big picture. With more people than ever before are doing all their banking online, now is a crucial time for financial institutions to provide premiere digital services. Yet many financial institutions only offer self-service platforms and chatbots for problem resolution. Alone, these channels make it very difficult for users to complete tasks. That’s why POPi/o offers the ideal solution. By enabling banks and credit unions to efficiently handle everything from simple customer service inquiries to complex, in-branch operations, POPi/o gives you a uniquely comprehensive one-touch solution for servicing relationships in the digital landscape. 

Information about POPi/o

POPi/O Overview | Digital Customer Engagement Platform

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Sales Enablement Tools

A combination of factors—including digital migration and potential branch closures—will make 2022 a vital year for Financial Institutions (FI’s) to offer their customers an extensive digital banking experience. To create an effective digital strategy for 2022, FI’s should start now on securing their ability to digitally serve customers and ensure revenue in a quickly-changing world.

Sales Enablement Tools

Through the course of this white paper, we’ll discuss the causes and contributing factors to the labor shortage, the ways it is affecting the financial services industry, and the strategies that banks and credit unions can enact to combat the labor shortage. By looking deeper into ongoing trends and the projected future of the bank branch, we are able to outline a reliable, long-term solution that not only combats the current labor shortage, but some of the other consequences the pandemic has had as well.

Sales Enablement Tools

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POPi/o Flyer

What can POPi/o be used for?

What consumers have access to using POPi/o?

Webinars

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Making the Impossible Possible with Digital Customer Engagement

Digital services have come a long way—not only are they the preferred method of interaction for many consumers…

Key takeaways:

  • Don’t compromise on your digital experience by providing a limited platform that will lead to high abandonment rates
  • Learn how to drive your best revenue-generating services through convenient digital channels
  • Digital services can be friendly without compromising on efficiency
  • With current staffing constraints, it can be especially hard to provide a personalized experience to your customer base; POPi/o can expand your reach with satisfying digital experiences that won’t require hiring new staff

Click here to see upcoming Webinars

Webinars

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Engage Consumers Through a Unified Experience

Find out how your financial institution can conveniently guide customers through digital processes, making it easy to apply for loans, open accounts, and more. Discover new possibilities with Digital Customer Engagement.

This webinar will share:

      • Seamlessly transfer customer engagements to an appropriate specialist from an ATM, ITM, and more
      • Conveniently connect channels to create satisfying value-added interactions
      • Retain customers and enhance brand loyalty through reliable and user-friendly digital tools

Webinars

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A Live Demonstration of the Latest Digital Customer Engagement Tools from POPi/o

Our solution provides digital banking tools that can facilitate a wide breadth of banking services, from simple self-service experiences to detailed, collaborative processes. See how your customer experience could be revolutionized by the POPi/o solution.

This webinar will share:

  • Seamless transition to an expert from AI
  • Enhancements made to POPwelcome, including widget on desktop and mobile
  • Knowledge-Based Authentication (KBA) for added protection
  • On-demand meetings through a mobile browser
  • Text-only collaboration sessions on desktop and mobile
  • And many other features!

Case Studies

Michigan Legacy Credit Union is using POPi/o Video Banking as their preferred collaboration tool for members. Click here to watch the video to see why.

Case Studies

Affinity Plus Federal Credit Union logo

Affinity Plus Federal Credit Union Video Banking Case Study

See why Affinity Plus Federal Credit Union is using POPi/o Video Banking as their preferred mobile and online collaboration tool for members. Click here to watch the video.

Case Studies

InRoads Credit Union video

InRoads Credit Union Video Banking Case Study

See why InRoads Credit Union is using POPi/o Video Banking as their preferred mobile and online collaboration tool for members. Click here to watch the video.

Blog Articles

Xplore Federal Credit Union building

Serving Members Around The World With Xplore Federal Credit Union

Xplore recently overhauled their digital offerings with the help of POPi/o. They now offer a suite of digital services, with video banking playing a key role in the implementation. In anticipation of the rollout, Xplore held an in-house contest to choose a name for their new services. The contest helped garner company interest, getting the employees acquainted with the new video banking platform. One employee suggested “Xplore Away”, which ended up taking the cake. Click here to read the entire article.

Blog Articles

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Driving Loans Through Video: Could This Be Your Financial Institution’s Next Major Asset?

Since telehealth solutions have been implemented at medical practices of all shapes and sizes across the country, it’s been consistently reported that patient no-show rates are lower for telehealth appointments than they are for in-person appointments. Click here to read the entire article.

Blog Articles

Affinity Plus Federal Credit Union building

Putting People First With Affinity Plus Federal Credit Union

If you went to Minnesota and visited one of Affinity Plus Federal Credit Union’s 28 locations, you’d find a robust yet humble financial institution. Their locations are concentrated in the Minneapolis and St. Paul areas, but their footprint has increased in recent years. They’ve grown to serve smaller, more disparate communities in the far reaches of the state. Click here to read the entire article.

Sales Rep Contact Information

Mike Mares

Sales Rep Contact Information

Phillip Duncan

Sales Rep Contact Information

Jennifer Mahoney

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