Jill Sholes

CustomerStream

CustomerStream is a designated service provider for financial institutions. Our technology has changed the way financial institutions acquire, engage, and retain their most profitable account holders. Our mission is to fully automate referral and loyalty programs for banks and credit unions of all asset sizes. CustomerStream enables financial institutions to automate traditionally complex and labor-intensive processes using transactional data from multiple sources to power digital referral account acquisition and relationship reward platforms. CustomerStream technology drives true digital automation across promotional offer setting, data collection, qualification processing and reward issuance. Our systems leverage account holder data to differentiate and enhance the value proposition of financial institutions and build trust for long-term growth. Founded in 2006, CustomerStream is headquartered in Franklin, TN (just fifteen minutes south of Nashville, TN) and is among the most respected technology service providers for financial institutions. Today, CustomerStream technology powers referral and loyalty programs in over 6,500 banking centers throughout the United States.