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Partnerships & Affiliates

Designed to Support

  • Accounting Professionals
  • Earn money, while helping clients save money on transactions.
  • Simple execution for partners, with faster payments and more benefits for clients.
  • Give clients the ability to easily control and oversee their teams’ spend management.
  • Trade Associations
  • Help clients save on routine transactions with intuitive banking solutions.
  • Relevant technologies allow you to leverage current trends, and give every client the services they need.
  • Neo-banking bridges the Generation Gap, alongside more perks and rewards for clients.
  • Software Developers
  • Create a smooth, all-in-one banking experience for clients
  • Increase lead traffic and new users, while offering clients a more integrated banking experience that benefits you both.
  • Help clients find complementary products for their business, which builds trust and awareness in your brand.

Today, relationships in business are more important than ever.

Banking Resources That Build Better Client & Customer Relationships

This new relationship-focused sales environment is a shift from the customer identity-driven marketplace of the early 2000’s, and it means that customers are trusting businesses to solve problems for them.

Partnering with Truly Financial gives you the opportunity to offer solutions to your clients and their customers with frictionless, collaborative banking solutions – anywhere in the world.

I think Truly Financial is the future of banking. They’re taking all the complicated parts out of small business’ finances, and doing it with gusto!
Alexandra Kapelos Peterson
Alexandra Kapelos-Peters
Founder, Cansulta
When I first heard about Truly Financial and how they're going to streamline the financial side of my business, I had to sign up for an account right away. No way am I going to miss this!
Dawn Brolin
CEO, Powerful Accounting LLC

Useful Partnership Perks

  • Shareable Rewards

With a Truly Financial Partnership, you’re in control of how much money you can earn. Your clients can start reaping rewards, as soon as they open an account.

  • Bespoke Plans

We offer a number of different plans, with unique payment structures. Our team will help you determine which plan will best suit your needs and your business.

  • Exponential Growth

Your clients can start earning money right away, every time they receive a payment. This facilitates growth for them, in addition to giving them seamless, versatile banking services.

Frequently Asked Questions

Have another question? Send us a message.

Contact Us

How can I learn more about Truly Financial?

Our website is the location for the most up-to-date marketing materials, case studies, podcasts, videos, and articles. There, you’ll also find links to live and recorded webinars.

Can Truly Financial provide co-branded material to support our sales outreach?

Yes, Truly Financial can provide co-branded material, depending on your needs and level of partnership. We just need to know at least three full weeks in advance of an event. You will be responsible for any printing costs.

Because our business focuses on sustainability, we request you only print small quantities – our preferred method of delivery is electronic.

When can our logo go up on the Truly Financial Partner Page on the website?

Partners’ logos are added to the website after their first sale.

What kind of support will I be getting from Truly Financial during the sales process?

Truly Financial will be with you during the entire sales process.

We have a password-protected section of our website dedicated to our partners with case studies, white papers, brochures, logos, and presentation templates for you to use.

We also talk to our partners on a regular basis to discuss their pipeline, and make sure they get the support they need.

When will I be paid after a referral/sale goes through?

Partners’ commissions are paid 45 days after the customer pays Truly Financial.

Am I restricted to a certain sales territory?

No. We utilize a partner management platform that registers a deal on your behalf, whenever a customer uses your unique link. This eliminates the need to assign territories.

Will I be competing against Truly Financial direct salespeople and/or other partners?

No. Truly Financial Partner Managers want to help you be successful.

Any deals you win in their portfolio count towards their sales quota.

What happens if after a period of time there’s no sale, but we’re continuing to talk to clients about signing up?

As long as you are actively pursuing the business and communicating your progress through the partner portal, we’ll protect your deal registration.

If a lead doesn’t follow through on a referral, we reserve the right to reassign it to another partner.

How does Truly Financial manage leads and prospects with other partners’ sales efforts?

We use a partner relationship management tool, which gives each Partner an end-to-end solution.

Once you register as a partner, we’ll contact you to conduct an onboarding session to help orient you with the tools available to you, like pre-written emails, social messages, and texts.

The portal is the hub where all of your activity is logged, through a unique identifying URL. Just log-in to manage your account, get resources, and get paid.

Is there a cost to my customers/referrals?

No. Anyone can open a Truly Financial account, just like any other banking institution.

There are tiered levels of accounts, some of which include monthly fees for additional services, but a basic business account is free to open.

  • The length of the agreement depends on the level of the partnership:
    • Silver agreements last for one year and renew automatically.
    • Gold and Platinum agreements last three years.
How much money will I make as a partner? Under which plan will I make the most?

How much money you make depends completely on how much you sell.

We can discuss the plans with you in detail, as well as help you do an analysis to determine which plan will best fit your business.

Is there a cost to become a partner?

No. The program is free to join. When you do join, we have a team of dedicated Partner Managers to help you get set-up, launched, and they support you every step of the way.

How much time or commitment is required to participate in the Partner Program?

That’s totally up to you. Every referral is an introduction to a better banking experience for your customers.

It’s as simple as clicking the share button – we do most of the work for you!

How do I participate in the Partner Program?

Once you contact us, we will set up a series of meetings to explain our solution and see if it aligns with your business goals.

If these goals do align, we’ll execute a partnership agreement and provide support with training, marketing materials, sales, implementation, and on-going customer support.