Be Exceptional

Creating exceptional referral programs for clients every day.


Designing and implementing powerful solutions that deliver engaging ways for clients to generate valuable leads, saving up to 35% on acquisition marketing costs.



Acquire new customers and members while creating advocates with one of the most elegant and robust referral programs ever made for banks, credit unions and small businesses.
Let’s YAP!



Increase wallet share and program appeal with incentive choice through turn-key, online reward programs, for any product or service.


Solutions Mixed to Meet Virtually Any Program Need!

Referral Marketing

Facilitate acquisition by engaging current account holders to refer friends and family to your products and services. Advocates and the person referred can easily be rewarded upon conversion creating ongoing sustainable momentum.

Employee Advocacy

The most happy and engaged employee advocates actively share their love of their company and brand most sincerely. Rewarding employee Advocates in cool and interesting ways, can empower them to become passionate employee advocates who want to amplify your brand’s story and reach.

Employee Rewards

Motivate your front line staff as well as your back office staff with tiered based or points based programs, rewarding them for their hard work. Performance based programs are proven to motivate the desired individual and team based behavior for small, medium and large sized organizations.

Member Appreciation

We all do it, take advantage of our customers and members who have been with us the longest. We don’t think about them until they try to leave. Show them you care at regular intervals in meaningful ways with an appreciation program. Let RMS work with you today.


It all comes down to wallet share. No matter what type of product or service, RMS can help you create a program to fit your requirements. Mortgage, auto loans, eStatements, bill pay, mobile banking, checking acquisition, surveys, sweepstakes and more, RMS can help you design the program with the perfect incentive or incentive mix, online or offline.

Custom Programs

RMS’ team of professionals will work with you to build a custom program, weaving the perfect mix of incentives seamlessly into your new or existing program.

We’re Working On Exceptional Programs, Every Day!

Program Highlights

Acquisition Programs


Cross-Sell Programs


Anniversary Programs


Apology Programs


Referral Programs


Rewards (Points) Programs


Events & Promotions


Corporate Gifting Programs


Acquisition Programs Snapshot

Acquisition Programs



Approximately 90% of RMS’s clients are engaged in some type of acquisition program. In many cases our clients run multiple programs concurrently.

Retail Checking


Business Checking


Auto Loan & Refinance


Mortgage Loan & Equity Loans


Wealth Management


Corporate Banking


Find Out What RMS Can Do For You

We’re working on exceptional programs for to help financial institutions of all sizes be successful with referral marketing programs, acquisition and cross-sell programs, employee rewards, anniversary and appreciation programs as well as recognition, awards and events.


Rewards and Recognition


Holiday Giving




Acquisition and Cross Sell

In-Branch or Online, Employee or Account Holder, We Have Gifts and Rewards Covered LEARN MORE

We’re Helping Our Clients Be Exceptional!

Why RMS? I will tell you why! RMS is true to what they represent, good products, good pricing, no bait and switch like other vendors and great service so why go anywhere else! Personally I think they are the best in the industry.

Kim V. Lien, Citizens Bank of New Mexico

RMS continues to offer unique, affordable, incentives that drive account openings, and they continue to do a fabulous job of making gift fulfillment recommendations. My staff is very pleased with the gift offerings and enjoys being part of the decision process.

Ali V. Mandell, American Federal Savings Bank

RMS made the transition from offering gifts in our branches to the online redemption run very smoothly. They were there anytime I had a question, and were quick to get back to me with an answer.

Julie Adams-Simmons, BancFirst

See What Our Clients Are Saying About RMS!