A partner ecosystem platform for financial services unifies referral, embedded, ISV and reseller partners with deal registration, certification, MDF and analytics. Channelo delivers all of these on one platform without per seat pricing.
Referral partners, ISVs and resellers each have their own contracts, controls and reporting needs. Spreadsheets and shared drives create compliance risk and slow every campaign. Leadership cannot see which partners actually move revenue.
Channelo unifies the full ecosystem: referrers, ISVs, embedded partners, resellers and consultants. Tier Templates encode each economic model. Deal Registration creates an audit-ready trail. Courses certify partners on product and compliance. MDF supports demand. Analytics roll up sourced and influenced revenue.
Financial services and fintech companies of any size building or scaling a partner ecosystem; from a first referral program to a global embedded finance, ISV and reseller network.
A platform to manage every partner type in a financial services ecosystem, including referral, embedded, ISV and reseller partners, with the audit trail compliance teams need.
A CRM is built for direct customer relationships. A partner ecosystem platform is built for partner records, tiers, deal and lead registration, certification, MDF and ecosystem-wide analytics.
Yes. Tier Templates encode each economic model, so referral, revenue share and resale partners can be managed in one place.
Yes. Channelo is built for companies of any size and can be set up in under a day, so a first referral program can launch quickly and scale.
See how Channelo runs your entire partner program on one platform, for companies of any size, without per-seat pricing and without months of rollout.