Referral & Partner Program

Earn 10–40% commissions selling ISO 27001-certified banking platforms to financial institutions across 17+ jurisdictions. No quotas, no exclusivity — just opportunity.

Why Partners Choose CodeMax

You're putting your reputation on the line with every referral. Here's why partners feel confident recommending us.

ISO 27001:2022 Certified
Independently audited by DNV. Your clients get enterprise-grade security from day one — making your recommendation easy to defend.
10+ Years in Fintech
Founded in 2016 and profitable since year one. We're not a startup burning runway — we're a proven delivery team your clients can rely on.
25+ Competitor Comparisons Won
Astra and Prisma consistently outperform industry giants like Temenos, Mambu, Salesforce, and nCino in feature-by-feature evaluations.
32+ Technology Integrations
Pre-built connectors for Onfido, Sumsub, LexisNexis, AWS, and more — meaning faster go-live and fewer integration headaches for clients.
17 Jurisdictions
Sell to clients across Europe, MENA, Asia, and the Americas. Our platforms are built for multi-jurisdiction compliance from the ground up.
Full Product Suite
Astra, Prisma, Orion, and Constellation cover core banking, CRM, transaction monitoring, and more — one vendor for the full stack.

What You'll Be Selling

Five products, one vendor. Each platform solves a specific problem for financial institutions — and together they cover the full stack.

Astra — Core Banking Platform

Cloud-native, API-first core banking for digital banks, neobanks, and fintechs. Handles accounts, payments, lending, and multi-currency operations.

Typical client: Digital banks, neobanks, EMIs, and payment institutions
Learn more See how Astra beats 12 competitors
Prisma — Banking CRM

Purpose-built CRM for financial institutions. Onboarding, KYC/AML orchestration, case management, and 360-degree client views.

Typical client: Banks, credit unions, and compliance-heavy financial services
Learn more See how Prisma beats 13 competitors
Orion — Transaction Monitoring

Real-time transaction screening, anomaly detection, SAR generation, and regulatory reporting — built for compliance teams.

Typical client: Regulated entities needing AML/CFT transaction monitoring
Learn more
Nova — Compliance Intelligence

AI-powered regulatory compliance automation. Monitors regulatory changes, harmonises frameworks, drafts policies, and orchestrates compliance across the Constellation.

Typical client: Compliance-heavy institutions needing automated regulatory change management
Learn more See how Nova beats 8 competitors
Constellation — Full Fintech Suite

Astra + Prisma + Orion + Nova bundled together. A single platform for institutions that want core banking, CRM, compliance monitoring, and regulatory intelligence in one deal.

Typical client: New banks, fintechs launching full operations, and digital transformation projects
Learn more

Commission Tiers

Choose the level of involvement that suits your business. The more you contribute to the sale, the more you earn.

Tier 1 — Referral
10%
Tier 2 — Active Partner
20%
Tier 3 — Managed Partner
25–40%
Tier 1
Referral
Connector

The simplest way to participate. Introduce CodeMax to a prospective client and we take care of everything else — qualification, demos, proposals, negotiation, delivery, and post-sale support.

You
  • Make a warm introduction to the decision-maker or relevant contact
  • Provide basic context about the prospect's size, geography, and need
  • No further involvement in the sales or delivery cycle is required
CodeMax
  • Qualify the opportunity and run the full sales cycle
  • Handle all demos, proposals, legal, and onboarding
  • Manage the client relationship on an ongoing basis
10% of Year 1 contract value
Example: On a €500K/year Constellation deal, you earn €50,000
Tier 2
Active Partner
Facilitator

You open the door and stay in the room. Active Partners make the introduction and then actively support CodeMax through the sales cycle — leveraging regional context, relationships, and industry knowledge.

You
  • Introduce CodeMax and attend initial and follow-up meetings
  • Provide market context, competitor intelligence, and regional insight
  • Support communications and help navigate cultural or sector-specific dynamics
  • Help navigate the prospect's internal decision-making process
CodeMax
  • Lead all technical demonstrations and product discussions
  • Prepare commercial proposals and manage contract negotiations
  • Handle delivery, implementation, and client support
20% of Year 1 contract value
Example: On a €500K/year Constellation deal, you earn €100,000
Tier 3 Highest Earning
Managed Partner
Representative

The highest-engagement tier. Managed Partners own the full client relationship from first contact through to signed contract and beyond — acting as CodeMax's representative in their market.

You
  • Prospect, identify, and qualify new opportunities independently
  • Gather detailed client requirements and relay them to CodeMax
  • Manage all client communications and relationship touchpoints
  • Coordinate between the client and CodeMax throughout delivery
  • Handle ongoing account management and renewal conversations
CodeMax
  • Provide product expertise, technical resources, and delivery team
  • Issue proposals, contracts, and invoices directly
  • Support you with marketing materials, training, and product updates
25–40% of Year 1 contract value
Example: On a €500K/year Constellation deal, you earn €125,000–€200,000

How commissions are paid

Annual Plans
Commission is paid as a single lump sum upon CodeMax's receipt of the client's first annual payment. The full year's commission is settled in one transaction.
Monthly Plans
Commission is paid monthly for the first 12 months of the client's billing cycle. The partner earns their percentage on each monthly invoice as CodeMax receives it.
Key Terms
The effective commission basis is 12 months of fees in both cases. Commissions apply to new clients only and are always paid upon CodeMax's receipt of client payment — not on invoice date.

Partner Support & Resources

We don't just pay commissions — we invest in your success. Every partner gets access to these resources.

Dedicated Partner Manager
A single point of contact who knows your pipeline, your market, and your goals.
Sales Enablement Kit
Product one-pagers, pitch decks, demo scripts, and competitive battle cards — everything you need to sell confidently.
Co-branded Marketing
We'll create co-branded materials tailored to your market, including landing pages and case studies.
Technical Training
Product walkthroughs, certification sessions, and access to our knowledge base so you can answer client questions on the spot.
Deal Desk Support
Help with pricing, proposals, and commercial terms. We work alongside you to close, not just hand off leads.
Priority Demo Access
Fast-track product demos for your prospects — no waiting in the queue. Your clients see the platform when they're ready.

Your Partner Journey

From application to commission payment — here's exactly how the process works.

01
Apply
Get in touch via our contact page and mention "Partner Program". We'll schedule a brief call to understand your network and goals.
02
Onboarding & Agreement
We send you a Referral & Partner Agreement that defines your tier, commission rates, payment timelines, and relationship terms.
03
Sales Enablement
Receive your sales kit, attend product training sessions, and get access to demo environments and marketing materials.
04
First Referral
Introduce your first prospect. For Tier 1, that's all you do. For Tier 2–3, you stay involved throughout the sales cycle.
05
Deal Support & Closure
CodeMax supports you with demos, proposals, and negotiations. We work alongside you until the contract is signed.
06
Commission Payment
Once the client pays, your commission is calculated and paid within 30 days. No chasing — it's built into the process.
New Partner Track

Compliance Consultancy Partners

If you advise financial institutions on regulatory compliance, risk management, or RegTech strategy, this track is designed for you.

Who This Is For
Compliance consultancies, RegTech advisors, regulatory affairs specialists, and professional service firms that guide banks, EMIs, and payment institutions through licensing, audits, and regulatory change.
Why Nova Is Your Edge
Nova gives your clients AI-powered compliance automation — regulatory change monitoring across 17+ jurisdictions, automated gap analysis, framework harmonisation, and board-level reporting. Recommend it alongside your advisory services.
Revenue Opportunity
Earn commissions at the same tier rates (10–40%) when your advisory clients adopt Nova or the full Constellation suite. Your regulatory expertise makes the recommendation credible — and valuable.
What You Get
Compliance-focused sales materials, Nova product training, priority demo access for your clients, co-branded regulatory content, and a dedicated partner manager who understands the compliance consulting business.
Become a Compliance Partner

Is This for You?

This program is open to individuals, companies, and organisations worldwide. If you have — or can build — access to potential CodeMax clients, there's a place for you here.

Independent Consultants & Advisors
Banking, fintech, or technology consultants with existing relationships at financial institutions, fintechs, or regulated businesses anywhere in the world.
Technology Agencies & System Integrators
Firms that implement or integrate financial technology for banks and financial services clients — whether you resell, implement, or advise on platforms similar to ours.
Business Development Professionals
Individuals with active networks among C-level executives, procurement teams, or IT decision-makers at financial institutions across any market.
Existing CodeMax Clients
Current clients who are satisfied with our platforms and wish to refer us to peers, partners, or contacts in their professional network. Your experience is your credibility.
Affiliate & Partner Companies
Complementary technology providers, payment companies, compliance tool vendors, or managed service providers whose offering naturally pairs with CodeMax's platforms.
Professional Service Firms
Legal, accounting, management consulting, and advisory firms that routinely advise banks, credit unions, or fintechs on technology strategy and digital transformation.

The Agreement

All partners must sign a formal Referral & Partner Agreement before any referrals or client introductions are made. This agreement:

  • Is non-exclusive — you are free to work with other companies and continue your existing business
  • Clearly defines commission rates, payment timelines, and the definition of an eligible new client
  • Protects both parties with mutual confidentiality obligations
  • Specifies the duration and termination conditions
  • Does not create an employment, agency, or joint-venture relationship

Frequently Asked Questions

No. The agreement is non-exclusive. You're free to work with other companies and continue your existing business alongside your CodeMax partnership.

Trusted & Recognised
ISO 27001:2022
Certified by DNV
Tech Leader
2025
CII Panel
Member
IACC International
Member
Founder Institute
Portfolio
NASSCOM
Member

Ready to Start Earning?

Join a growing network of partners earning commissions on ISO 27001-certified fintech platforms sold to financial institutions in 17+ jurisdictions. No quotas, no exclusivity — just results-based rewards.

Apply as Partner Download Partner Kit

We respond within 2 business days