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

Sales Enablement Tools

As expected, video call volume grew exponentially in 2020, with no signs of slowing down as we enter 2021. Many would refer to the call volume as a spike, but in this instance, that word doesn’t seem appropriate. Yes, call volume increased dramatically in a short period, but it never dropped back to a previous normal. As 2020 came to a close, video traffic continued to climb.

Sales Enablement Tools

To understand how technology has changed banking, it’s important to realize that the game changers haven’t been new channels, products, or services per se. Instead, it’s the experience those innovations produced that permanently elevated customer experience standards while meeting immediate and pressing needs.

Sales Enablement Tools

POPi/o Flyer

What can POPi/o be used for?

What consumers have access to using POPi/o?

Webinars

How Delivering Efficient, Personalized Service Over A Digital Platform Solves Staffing And Traffic Challenges

Watch this webinar to learn about:

    • Ensure customers have satisfying journeys with pathways for varying levels of banking service.
    • Why the staffing challenges your bank faces do not have to degrade your customer service experience.
    • You can help your customers at their moment of need, anywhere, any time, with the right correct Digital Customer Experience Solution
    • How to create branch-like engagements with meaningful and successful outcomes in a digital space.

Webinars

Overloaded Call Centers? Slowing Branch Traffic?

Watch this webinar to learn about:

  • Branch traffic is waning; how do I balance my employee resources?
  • How can I relieve my overwhelmed call centers?
  • Why do my self-service tools have high abandonment rates?
  • How can I balance efficiency with stellar customer solutions?

Webinars

Staffing Shortages and Video Banking for Today's Economic Outlook

Watch this webinar to learn about:

  • The challenges of hiring in the banking industry
  • How video banking can increase service footprint without hiring additional staff
  • The benefits of centralized lending
  • Data testimony from successful video banking deployments

Click here to see upcoming Webinars

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 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 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 FCU

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

Woman on Mobile Phone

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

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

John Russo

Sales Rep Contact Information

Jennifer Mahoney

If you don't know your referral partner lead submission link, complete the form below. You will receive an email from your sales rep with your referral partner lead submission link. Emails sometimes get flagged as spam, so please check your spam folder before resubmitting.

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