About ReferMe

Refer Me is a referral generation platform that connects customers with vetted financial professionals, including mortgage and protection advisers, through a user-friendly marketplace. By digitizing word-of-mouth referrals with shareable links and QR codes, it facilitates warm lead generation and incentivizes users to earn rewards for successful introductions.

```xml <problem> Customers seeking financial advice often struggle to find trustworthy and qualified professionals through traditional methods like searching online directories or relying on potentially biased recommendations. This lack of reliable referrals can lead to poor financial decisions and missed opportunities. </problem> <solution> Refer Me is a marketplace that connects customers with vetted financial professionals, such as mortgage advisors, financial planners, and insurance specialists. The platform digitizes the word-of-mouth referral process by providing professionals with shareable links and QR codes that customers can easily distribute. This enables warm lead generation for professionals while incentivizing customers to make referrals by offering rewards for successful introductions. Refer Me aims to facilitate quality, long-term relationships between customers and professionals by providing tools for staying connected. </solution> <features> - Vetted and verified financial professionals across various specializations - Shareable links and QR codes for easy referral distribution - Incentive programs for customers who make successful referrals - Professional profiles with detailed information and customer reviews - Search functionality based on location and advice type - Tools for professionals to build and maintain customer relationships </features> <target_audience> Refer Me primarily targets individuals seeking financial advice and qualified financial professionals looking to expand their client base through referrals. </target_audience> ```

What does ReferMe do?

Where is ReferMe located?

ReferMe is based in Elgin, United States.

When was ReferMe founded?

ReferMe was founded in 2022.

Who founded ReferMe?

ReferMe was founded by Greg Edmunds.

Greg Edmunds - Founder at Refer me

Location

Elgin, United States

Founded

2022

Employees

1 employees

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ReferMe

Score: 34/100

AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

referme.uk 700+

Founded 2022 – Elgin, United States

Funding

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Team (<5)

Greg Edmunds

Founder at Refer me

Company Description

Problem

Customers seeking financial advice often struggle to find trustworthy and qualified professionals through traditional methods like searching online directories or relying on potentially biased recommendations. This lack of reliable referrals can lead to poor financial decisions and missed opportunities.

Solution

Refer Me is a marketplace that connects customers with vetted financial professionals, such as mortgage advisors, financial planners, and insurance specialists. The platform digitizes the word-of-mouth referral process by providing professionals with shareable links and QR codes that customers can easily distribute. This enables warm lead generation for professionals while incentivizing customers to make referrals by offering rewards for successful introductions. Refer Me aims to facilitate quality, long-term relationships between customers and professionals by providing tools for staying connected.

Features

Vetted and verified financial professionals across various specializations

Shareable links and QR codes for easy referral distribution

Incentive programs for customers who make successful referrals

Professional profiles with detailed information and customer reviews

Search functionality based on location and advice type

Tools for professionals to build and maintain customer relationships

Target Audience

Refer Me primarily targets individuals seeking financial advice and qualified financial professionals looking to expand their client base through referrals.