Digital Agency Partner Programs

Why Agencies Partner with Fintactix

Banks and credit unions come to their digital agency with a familiar question: “How do we give website visitors real financial tools without building them ourselves?”

Fintactix is the answer that 200+ banks and credit unions have chosen, deployed across more than fifteen years of embedded financial tools. Our Financial Calculators engage early-stage visitors with quick, confident answers. Our Financial Navigators guide decision-ready consumers through multi-step lending journeys that deliver qualified leads to the institution.

For agencies, that means a product line you can recommend with confidence, a proposal kit that drops straight into your RFP responses, and a partner program that shares the economics of the deals you bring.

A Product Line You Can Recommend

When an agency recommends a vendor, the vendor reflects on the agency. Fintactix has been serving banks and credit unions for over fifteen years, with 200+ institutions currently deployed across all asset sizes — from community banks and credit unions through major regional banks. A recommendation of Fintactix is a recommendation your client can verify in five minutes and your agency can stand behind for the length of the contract.

A Proposal Kit That Writes Itself

Most RFPs from banks and credit unions ask the same questions about calculators and digital lending tools. Our Agency Partner Kit includes a 40-page RFP Language Pack with modular, paste-ready responses — company boilerplate, calculator and Navigator capability language, ADA/WCAG compliance, implementation, technical architecture, SEO, a 19-question RFP FAQ, and a full calculator catalog. Your proposal team starts 80% of the way done.

Shared Economics on Every Deal

Two-tier partner program with clean triggers. Introduce a new prospect and earn 10% of the initial license value at close. License Fintactix on behalf of a client and rebill them directly, and keep 15% margin on the initial license and every renewal. No case-by-case negotiation, no tier-climbing games — the structure is the same for every partner, and the tier that applies depends only on how the specific deal is structured.

A Partner, Not a Vendor Handoff

When an agency engages Fintactix, the relationship is direct. Pricing conversations, reference calls with similarly-sized institutions, technical questions from your client’s IT team, RFP response input — all come directly from the Fintactix team, fast. Agency partners have a named contact at Fintactix for every engagement, and the Partner Kit materials are kept current so your team isn’t quoting stale capability language in a proposal.

Built on Decision Moments

Fintactix is built around a single premise: the moments where consumers make financial decisions are the most important moments in your client’s digital channel. That thesis is available to agencies as proposal framing — an RFP response built around “helping your institution own the decision moments” lands differently than one built around “adding calculators to your site.” Same deliverable, better story.

Two Ways to Partner with Fintactix

Many Fintactix engagements come to us through digital agencies — agencies recommending us in RFP responses, licensing us on behalf of their clients, or introducing us to banks and credit unions they’re already working with. Our partner program shares the economics of those engagements in two clean tiers.

The distinction between the two tiers comes down to who Fintactix’s customer is. Under the referral model, Fintactix’s customer is the bank or credit union. Under the reseller model, Fintactix’s customer is the agency. Everything else about how the two tiers work — payment timing, renewal treatment, billing relationship, ongoing responsibility — follows from that.

Referral Partner — 10%
Reseller Partner — 15%

Referral Partner — 10%

Agency introduces a new prospect to Fintactix. Fintactix bills the client directly. Agency earns 10% of the initial license value, paid at deal close.

Paid on: Initial license value only. Renewals are not included.
Trigger: Deal registration approved in advance. Every Fintactix customer is working with an agency in some capacity — the 10% fee is earned only when the agency has actually introduced a new prospect, confirmed via deal registration before Fintactix engages with the client.
Protection window: 90 days from registration approval. If the client signs within the window, the referral fee is earned.
Worked example: On a $30,000 first-year license, the agency earns $3,000 at close. No further fee on year-two or year-three renewals.

Reseller Partner — 15%

Agency licenses Fintactix on behalf of the client and rebills the client directly. Agency keeps 15% margin off Fintactix list price on every contract year.

Paid on: Initial license and every renewal for the duration of the agency’s contract.
Trigger: Agency is the licensing party on the Fintactix contract and the billing party to the client. No separate registration — the contract structure itself is the trigger.
Responsibility: Agency is the primary point of contact for the client on calculator and Navigator work — implementation coordination, client review cycles, first-line support questions.
Worked example: On a $30,000 first-year license, the agency pays Fintactix $25,500 and bills the client $30,000 — keeping $4,500 in year one, and another $4,500 on every renewal while the reseller relationship continues.