ExecWing for community banks and credit unions.
Business banking teams and small-business centers. Refer the leaders you already work with and earn a recurring referral fee for as long as they stay. Fee details on request.
Where a dedicated assistant fits.
Your business customers ask for help with cash flow, bookkeeping and admin. Pointing them to practical resources builds the relationship.
What your clients usually hand off
- Bookkeeping and cash-flow tracking
- Invoicing and collections follow-up
- Admin support for owners
- Payroll inputs and records
Roles your clients usually start with
Each assistant is dedicated to one client, managed by ExecWing, and available part-time or full-time (typically 20- or 40-hour workweeks).
How community banks and credit unions work with us
- Share our free bookkeeping and delegation guides
- Include us in small-business education events
- Follow your institution's vendor and referral policies
How the referral works
Sign up
Use the form on the partner page. We send the partner agreement and a W-9 request.
Introduce
Email the leader, copying [email protected]. We confirm acceptance within 10 business days.
We deliver
Meeting, matching, onboarding and weekly quality checks, all handled by ExecWing.
Get paid
Your referral fee is paid after the client pays, with a statement each time.
A summary only; the signed Partner Referral Agreement controls. Read the plain-English agreement summary.
Questions from community banks and credit unions
Is this a lending or financial product?
No. ExecWing is a managed staffing service. It has nothing to do with deposits or credit.
Do we need to accept a fee?
No. You can share resources without taking any fee; follow your own policies.
Is there a cost to join?
No. There is no fee to join the partner program.
How much do partners earn?
A recurring referral fee on each client you refer, for as long as they remain a client. We share the details when you request the partner agreement.
Do I have to sell?
No. Make an introduction; we handle the meeting, contracting, onboarding and quality checks.
How do I register a referral?
Send an email introduction copying [email protected], or submit the company through your partner sign-up. A referral counts if the client signs within 180 days, and the first accepted registration wins.
When am I paid?
By ACH within 30 days after each month (or quarter, if you choose) in which we collect fees. Balances below the minimum payout carry forward to the next payout.
Is assistance part-time or full-time?
Either. Assistance is available part-time or full-time, typically 20- or 40-hour workweeks.
Related partner types
Ready to introduce a client?
Request the partner agreement, or schedule a 20-minute meeting to see whether the program fits your practice.