FinovateFall 2015 / RMS

Presenter Profile:

How they describe themselves: Our people, our innovations, and our creativity – combined with ongoing collaboration, study, and research – differentiate RMS from any other engagement solution provider for financial services providers.

RMS specializes in the tactical execution of account holder acquisition, cross sell and retention programs, employee rewards and referral marketing programs that help banks and credit unions in the financial services industry to acquire, engage, and retain their most valuable account holders and employees.

RMS is guided by our dedication to create enduring value for our clients, honesty with ourselves and clients, making decisions with courage and responsibility to each other, clients, partners, and investors.

How they describe their product/innovation: YAP is a referral solution that is making it fast and easy for financial institutions to engage and reward account holders by generating highly qualified leads, enhancing account holder loyalty, and boosting brand awareness while saving financial institutions up to 35% of the cost of general acquisition marketing costs.

  • Easy to implement and support
  • Referrals made online, mobile, WOM, paper
  • Event triggered emails to facilitate behavior
    • Reporting & metrics (export)
    • View data by product or line of business impact
    • Optimize programs with data segmentation
  • Turn referrals into sales leads
  • Designate a customized incentive mix for each tier

Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed


Bus. Dev.: Baron Unbehagen, CEO,, 512-217-7807
Press: Matt Domanico, SVP Marketing Product Design & Implementation,, 404-353-4469
Sales: Leo Vassar, SVP Sales & Client Relations,, 972-215-8066

More Videos: FinovateFall 2015