Business adviser referrals
Collect the customer context required to send an opportunity to the correct banking team.
Banking
Help banks coordinate partner opportunities across external partners, internal teams, and existing systems.
Trusted by teams building partner-led growth
How banking teams grow through partners
Banks collaborate with advisers, fintech companies, accountants, associations, and businesses that introduce customers or provide complementary services.
Fintech partnerships
Coordinate customer handovers between external platforms and internal product owners.
Association programs
Give member organizations a controlled route for introductions and follow-up.
Where opportunities get lost
Opportunities need to move between several teams, while ownership, access, and shared information must remain clear.
- Role-based access to customer information
- Routing across products, regions, and teams
- A complete activity and ownership history
Connected partner ecosystem
Business adviser
Bank team
Customer opportunity
What banking teams can coordinate in Keen
Give external partners a clear submission experience while maintaining controlled access, internal ownership, and a complete audit trail.
What changes with Keen
Partners receive a more transparent experience while the bank gains control over routing, responsibility, and follow-up.
01
Clear responsibility after every partner handover
02
Consistent partner updates without CRM access
03
Auditable performance across partner programs
Frequently asked questions
Can partners access only their own opportunities?
Yes. Partner access can be limited to the records and information relevant to that relationship.
Can Keen route leads between departments?
Yes. Structured fields and workflows can route opportunities to the right internal owner or team.
How does CRM integration work?
Keen connects partner intake and updates with your CRM workflow so internal teams can keep working in their existing system.
Where is the data stored?
Keen stores customer data in the EU and keeps access controlled by account and partner permissions.
See the banking workflow in Keen.
Book a focused walkthrough built around your partner motion, systems, and goals.