Bank and Credit Union Referral Program

The NXGEN Payment Services Referral Program for Financial Institutions enables banks and credit unions to offer a variety of financial products for their commercial customers AT NO RISK to the financial institution.  This total Payment Processing Package includes customer service, equipment deployment and merchant training.

NXGEN helps give a competitive edge to your Financial Institution.  We know how important attracting profitable customers and maintaining long-term relationships are to you.  The NXGEN Referral program helps you build stronger and more valuable relationships with your customers.

Let NXGEN be your nationwide sales and support network so you can do what you do best

A broad range of payment processing options at competitive rates, backed by superior service, help to attract and keep commercial customers loyal to your financial institution.

Credit and Debit Card Processing
  • Retail, Mail / Telephone Order & Internet Accounts
  • Electronic Check Processing
  • Recurring Billing Services
  • Custom / Reloadable Gift Cards and Loyalty programs
  • On-line reporting (free with every merchant account)

The Referral Program pays monthly residual income to the financial institution, based on the fees collected from merchant processing. 
  • Easy-to-Use automated referral system
  • NXGEN account consultants are your "feet on the street"
  • Co-branded marketing materials provided at little to no charge
NXGEN gives you a broad range of options from full service to self-administered

Activities/Services Full Service Self Administered
Merchant Identification
 Financial Institution
 Financial Institution
Sales Calls NXGEN Financial Institution
Proposals NXGEN Financial Institution
Application Processing NXGEN Financial Institution
Merchant Training NXGEN Financial Institution
Installation NXGEN Financial Institution
On-Going Support NXGEN Financial Institution
Employee on-going Training NXGEN NXGEN
Equipment Deployment and Coding NXGEN NXGEN


5 Easy Steps to the Agent Bank Referral Program
  1. Member meets with Bank/Credit Union representative.
  2. Bank/Credit Union asks member if they are interested in Payment Processing and/or would like a no-obligation, FREE analysis of their current processing fees.
  3. Member is informed that NXGEN is a stratetic partner with their financial institution for providing merchant services.
  4. Representative submits Member Referral form via NXGEN website.
  5. The merchant is contacted with 1 business day, and follow-up status is emailed to the employee who made the referral, as well as posted on the financial institution's password-protected portal to the NXGEN website.
We take it from there!

  • The NXGEN Account Consultant works with the merchant to find the right solution for their business.  They also help the merchant fill out their application and provide associated paperwork to obtain account approval.
  • We work directly with the merchant to install their new hardware or download into their existing hardware.  if an Internet (virtual merchant) solution is provided for credit card and/or check processing, the merchant is fully trained by NXGEN.
  • The NXGEN Account Consultant then becomes their primary point of contact for any questions or issues.  The merchant has 24/7 access to customer support.
  • And the financial institution has 24/7 access to processing activity by merchant and commission paid to the bank/credit union.
Contact us today to find out how the NXGEN Payment Services Referral Program for Financial Institutions can help you grow!