CustomerStream

Financial ServicesTennessee, United States11-50 Employees

CustomerStream operates as a service provider for financial institutions, focusing on automated referral and loyalty programs for banks and credit unions of varying asset sizes. Its technology aims to transform how institutions acquire, engage, and retain their most profitable account holders by automating processes that were historically manual. The platform draws on transactional data from multiple sources to power digital referral account acquisition and relationship reward programs, enabling end-to-end automation of offers, data collection, qualification, and rewards. Based in Franklin, Tennessee, the company was founded in 2006 and serves financial institutions across the United States. By leveraging account holder data, its systems seek to differentiate institutions' value propositions and support long-term growth. Today, the technology powers referral and loyalty programs in more than 6,500 banking centers nationwide.

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