Adviser introductions
Capture funding needs and customer context before the handover reaches the commercial team.
Financial Services
Help financial services companies turn partner introductions into a structured and measurable source of growth.
Trusted by teams building partner-led growth
How financial services teams grow through partners
Advisers, brokers, accountants, consultants, and other commercial partners introduce companies that need funding or financial services.
Broker opportunities
Route complete opportunities to the right owner while keeping the broker informed.
Professional referrals
Document trusted introductions from accountants, consultants, and complementary providers.
Where opportunities get lost
Introductions arrive through emails, conversations, and spreadsheets. Partners lack visibility, while the company struggles to track ownership, progress, and results.
- Consistent customer and funding data
- Clear internal ownership in the CRM
- Controlled status visibility for each partner
Connected partner ecosystem
Adviser or broker
Financial services team
Funding opportunity
What financial services teams can run in Keen
Turn adviser and broker introductions into a controlled workflow that connects intake, CRM follow-up, partner communication, and results.
What changes with Keen
Fewer missed introductions, faster follow-up, and a clearer view of which relationships create value.
01
Fewer introductions missed between inbox and CRM
02
Faster follow-up from the correct team
03
Attributed funding volume by partner relationship
Customer story
How Flex Funding connects partner opportunities with HubSpot
Read the customer story“Having one place where we can see existing deals alongside new partner opportunities has been a huge unlock. It saves the team so much time.”
Frequently asked questions
How are partner leads sent to the CRM?
Keen can send structured partner lead data into your connected CRM and keep the Keen record aligned as the opportunity progresses.
What can partners see?
Partners see only the opportunities and selected statuses that your program makes available to them.
Can each partner have different fields and rewards?
Yes. Programs can use different forms, fields, workflows, and reward rules for different partner groups.
How is customer data protected?
Access is scoped to the relevant partner and program, while your internal systems remain under your organisation’s control.
See the financial services workflow in Keen.
Book a focused walkthrough built around your partner motion, systems, and goals.