Picking up this old thread, because I can't find anything newer. I'm trying to figure out how banks are getting around the privacy issues with refer-a-friend. In a recent meeting, someone brought up this type of program, and when I said it was a privacy can of worms, they said, "how is everyone else doing it"? I have been searching the web, and indeed I find a TON of banks doing it, and from comments here it seems there might be solutions to help implement it, but I haven't found them. Can anyone shed light on how newer solutions/vendors might be solving the privacy issue?
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Be kind; everyone you meet is fighting a hard battle.
--all opinions are my own--