Pricing Built for Every Financial Services Growth Stage

Choose the plan that fits your customer base, compliance needs, and engagement goals.

Growth

For mid-sized financial institutions with active customer bases

Monthly + usage tiers

  • Everything in Starter
  • Insurance marketing
  • Loyalty software
  • Referral software
  • Customer lifecycle management tools
  • Multi-CRM integration
  • AI customer scoring
  • Up to 50,000 customers
  • Dedicated account manager
Limits: 5 programs, 10 admins
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Enterprise

For large banks, insurers, and fintech companies

Custom annual

  • Everything in Growth
  • Unlimited customers
  • Full AI suite
  • Custom API
  • Multi-entity management
  • SSO/SAML
  • Dedicated team
Limits: Unlimited
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White Label

For financial marketing agencies and fintech solution partners

Platform license + per-client

  • Full rebrand
  • Multi-tenant
  • Agency dashboard
  • Reseller margins
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All plans include onboarding, integration assistance, and strategy consultation.

Add-On Options

Flexible deployment paths for migrations, pilots, and embedded partnerships.

Add-On

Competitor Switch Promotion

Migration from other platforms with customer data import, status matching, and transition incentives.

Add-On

Short Term Pilot

60-day single-module pilot with full analytics.

Add-On

Embedded Solution

API deployment for core banking and CRM vendors embedding NextBee engagement natively.

BUSINESS TYPES

Pricing That Fits Every Financial Services Business Model

Explore how NextBee pricing can support different financial services marketing needs — from banking & credit unions and insurance to wealth management, lending, payments & fintech, and real estate & property.

View Business Types
Banking & Credit Unions

Banking & Credit Unions

Retail and commercial banks, credit unions running customer loyalty and referral programs.
Insurance

Insurance

Insurance carriers and agencies focused on policyholder retention and cross-sell.
Wealth Management & Advisory

Wealth Management & Advisory

Wealth advisors and investment firms building client relationships and referrals.
Lending & Mortgage

Lending & Mortgage

Mortgage lenders, auto lenders, and consumer finance companies.
Payments & Fintech

Payments & Fintech

Payment processors, fintech platforms, and digital wallets.
Real Estate & Property

Real Estate & Property

Real estate firms and property management companies driving client loyalty.
DEVELOPER EDITION

More Than Pricing. Built for Long-Term Growth.

NextBee's pricing layer sits on top of a much broader engagement platform designed to support loyalty, referrals, lifecycle campaigns, automation, and ongoing customer retention. This gives your brand a flexible foundation that can expand far beyond pricing use cases as business goals evolve.

API Ready Modular Platform Enterprise Proven
Explore Platform
01 Loyalty

Member API
02 Partners

Activity API
03 Incentives

Points API
04 Expansion

Rewards API

Ready to launch a Financial Services Marketing Program?

Whether you need insurance marketing, loyalty software, referral software, or customer lifecycle management tools, we will build the right plan for your organization.

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