This infographic provides guidance for building compliant, high-performing partnerships in regulated financial services environments. Page 1 emphasizes that partnerships can succeed in finserv when managed carefully. The six tips include screening partners for compliance expertise, tiering commissions based on customer and product value, automating compliance monitoring, reducing manual management through automation, testing SEO and retargeting strategies with partners, and expanding into B2B partnerships. Insider tips highlight adjusting payouts using FICO scores, sharing actionable data with partners, and leveraging discovery tools. The overall message is that automation and smart controls enable scalable growth without compromising regulatory obligations.

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