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1. Referhub© provides a modern solution for servicing clients in the digital world. The hub enables client interaction workflows to fast-track client business. It offers a single pane of glass to oversee client interaction and the responsiveness of your business teams.

Client-Centric Workflows – End-to-End Management Control –

Providing a Modern Client Experience

                       One-Stop Shop For Your Partners and Clients –

One-Stop For Your Business!

2. Interact with clients and provide just-in-time assistance experiences to your clients — enabled by a complete, integrated suite of collaborative workflow capabilities.

360° Oversight - Bank-Grade Security – Roles & Permissions

One-Stop Hub

3. Manage client account control with continuous visibility into client interactions, key performance indicators and internal staff performance.

4. Configure your hub for a personalized experience, with client-centric workflows, business content, and robust deployment options, all delivered under your brand.

Streamline Your Business Process

5. Configure workflows to automate your business processes. Eliminate bottlenecks, accelerate business process, and manage client workflows in a One-Stop-Shop destination.

Powerful Interactive Capabilities

6. Engage clients with built-in secure messaging, digital signatures, document collaboration, video meetings, screen sharing, virtual data rooms, and more.

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Enhance Your Client Experience…

Provide an interactive service experience, in your client's pocket.  Forge and maintain deeper relationships with customers, and drive loyalty to your organization.


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End-to-End Management Control

Gain oversight into your client relationships and your internal staff performance to deliver responsiveness.  


Referhub© records all interactions, with bank-grade security, so you have an auditable digital paper trail. Designate identities and interaction workflows for

appropriate communication flow.

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Retain Control Over Your Client Relationships

Many organizations face the frustrating issue of client churn. Rapport develops directly with a representative, and business happens through personal digital channels. When the representative transitions, their book of business leaves with them.

© entices clients to interact through your branded hub by enabling a super convenient just-in-time service experience. By storing all prior interactions, your hub provides a persistent, personalized destination. This ensures that your organization can oversee and manage the entire client process. Loyalty develops directly with your business, not only through your staff.

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Bank-Grade Security

Referhub’s platform is engineered to meet the stringent compliance requirements of regulated industries, with bank-grade security, encryption, and an auditable digital paper trail.

Lower Operational Costs

Scale your business, at a fraction of the cost of a physical location. Your app brings together everything needed to run your business remotely, without adding operational costs.

Actionable Insights

Gain visibility into client accounts, preferences, transaction volume, interaction history, and assess the performance of your staff to your business goals.

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