BANKING & FINANCIAL SERVICES

Banking Partner Management Software

Manage ISV technology partners, referral agent networks, and distribution partnerships for banks and financial services companies — with compliance-ready workflows, audit logging, and Oliver AI partner intelligence.

Free for up to 10 partners · Compliance-ready · No credit card

Purpose-Built for Financial Services Partner Programs

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ISV & Technology Partner Management

Manage your bank’s technology integration partners, API partners, and fintech ISV ecosystem with deal registration, technical certification tracking, and co-sell workflows.

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Compliance-Ready Workflows

Role-based access controls, full audit trail logging, configurable approval workflows, and data residency options to align with financial services compliance requirements.

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Referral Agent Networks

Manage mortgage broker referral programs, insurance agent networks, and financial advisor referral partnerships with deal registration and commission-based deal tracking.

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Oliver AI Partner Intelligence

Oliver AI monitors every banking partner’s health — tracking referral activity, portal engagement, and certification status to predict churn and surface revenue opportunities.

Ready to Modernize Your Banking Partner Program?

Book a 20-minute demo and see how xAmplify manages your bank’s partner ecosystem with compliance-ready workflows and Oliver AI partner intelligence.

Book a Free Demo