Home›Partners›Channel Partners
📡 Channel Partners

Bring document automation
to your clients.

Kintera works with accounting firms, consultants, and technology advisors who serve financial institutions. If your clients are manually reviewing loan files and compliance documents — this is worth a conversation.

Talk to us about partnering →
Current Partners

Working with the advisors
credit unions already trust.

Our channel partners introduce Kintera to their credit union and community bank clients as part of their advisory work. Our channel partners introduce Kintera capabilities to their credit union and financial institution clients. The conversation is natural, the value is clear, and the deployment is fast.

⚖️
AdvisX
Fair Lending & Compliance Advisory
AdvisX is a sister company of AffirmX, one of the credit union industry's leading compliance technology providers. AdvisX partners with Kintera to bring Fair Lending Assessment capabilities to their credit union and financial institution clients — combining AdvisX's deep compliance expertise with Kintera's document intelligence platform. A natural fit for institutions that need both analytical rigor and operational execution in their compliance programs.
PARTNERSHIP SCOPE
Fair Lending Assessment · Compliance Analytics · Credit Union & Financial Institution Advisory
➕
More partners coming
We're building a focused network of advisors and firms who serve financial institutions and see the same operational automation opportunity.
Become a partner →
How It Works

Simple referral. Real value for your clients.

💬
You identify the opportunity
You're already in conversations with clients about operational efficiency, exam readiness, and back-office costs. Kintera is a natural fit when manual document review comes up.
🤝
We handle the conversation
A warm introduction from you is all we need. We manage the discovery call, demo, and pilot. You stay involved as much or as little as you'd like.
⚡
Your client is live in 10 days
No integration project. No IT resources. Your client sees results before committing to anything beyond the pilot. Fast wins are good for your relationship too.
💰
Partner economics that make sense
We offer referral arrangements that recognize the value of a warm introduction from a trusted advisor. Contact us to discuss specifics.

Have a client who
should see this?

A one-line introduction from you is worth more than any cold outreach we could run. If you have a client manually reviewing loan files, let's talk.

Contact Us →