Partnership

Refer the right clients. We provide US financial access.

Do your clients ask about a US account, US cards or US credit? Benefit Systems helps German- and English-speaking businesses and individuals outside the US access the US financial system. You keep the client relationship and your field.

  • One introduction is all the work you need to do
  • Roles, data protection and compensation agreed before the first case
  • No minimum volume and no exclusivity
Who it is for

Three ways to work together

Choose the route that fits your client base or audience. We settle the details on the partner call.

Tax and law firms

Firms with international clients, including US firms serving German- or English-speaking clients outside the US.

Typical trigger: A client asks about a US LLC, account or credit history. You do not want to build the setup or own that responsibility.

Your benefit

  • A setup that complements your advice without entering your field
  • Tax and legal questions stay with you
  • Documentation you can use for your engagement
  • An expert talk for your clients, if useful

Starts with: a case-by-case referral

Discuss this route

Service providers with a client base

Amazon and e-commerce agencies, shop and fulfilment providers, agency networks and relocation services.

Typical trigger: Your clients expand into the US and ask about an account, EIN or card. You need a reliable answer without building a new service.

Your benefit

  • A ready answer without creating a new offer
  • Your client stays your client and your field stays protected
  • A tag that attributes enquiries to you
  • A joint webinar for your clients, if useful

Starts with: a referral, then an optional expert format

Discuss this route

Associations, communities and creators

Associations and chambers, founder communities, podcasts, and finance or business creators.

Typical trigger: Your audience asks about US banking and cards. You want to provide substance without inflated promises.

Your benefit

  • A 30 to 45 minute expert talk with no sales pitch
  • Figures from real setups with source and data date
  • Clear boundaries instead of tax tricks or outcome claims
  • A joint article or co-webinar

Starts with: an expert talk, co-webinar or article

Discuss this route
Process

One message from you, five clear steps

You spot the right case and make the introduction. We check, advise and deliver the setup.

Partner call

We clarify your audience, typical cases and the right route.

once

Agreement

Roles, data protection and the open compensation model are recorded before the first case.

before the first case

Introduction

Your client names your tag in the booking or you introduce them with a short message.

one message

First call

We check requirements, timing and economics and say so if it is not a fit.

no obligation

Feedback

You receive an update where your client has given consent.

after the first call
Qualification

Which of your clients fit

You do not need to know US cards. These lists are enough for a first screen.

Likely a fit

  • Businesses based outside the US with real US activity, such as US customers, amazon.com, a US subsidiary or a US ad budget
  • Ongoing dollar spending by card for advertising, software, cloud, travel or inventory
  • Individuals planning a move to the US in six to eighteen months
  • Willingness to travel to the US once for the full setup
  • A six to twelve month horizon rather than a quick fix

Not a fit

  • No US business, only a wish to route local spending through the US
  • Card-eligible spending below about 3,000 euros per month
  • A promise that an LLC will make the client tax free
  • Crypto, gambling or aggressive supplements
  • A move to the US in less than three months
  • Expecting a guaranteed approval, score or timeline
If in doubtSend the calculator. Your client can see from their own spending whether a call is worthwhile. Open the calculator
Partner kit

Everything you can pass on today

Link to a page or copy the template. You do not need to explain US banking yourself.

Message to your client

I thought of you because you are working with the US market. Benefit Systems helps build US accounts, US cards and US credit. Here is the overview: [insert link]

Your tag attributes enquiries to you. It will later appear in an address such as /en/calculator?von=your-tag.

Compensation

Transparent rules before the first client

The amount stays open until the model is decided. There is no hidden participation and no referral without a clear agreement.

What is already clear

Beforehand
Roles, data protection and any compensation are agreed in writing before the first case.
Disclosure
Your client is told whether and how compensation is paid. There is no hidden fee.
Independence
A referral never depends on a particular card. The spending profile decides what fits.
Firms
If your professional rules do not allow a referral fee, we work without one. We clarify the permitted form beforehand.
Creators
Paid recommendations are labelled as advertising.
Associations
An expert talk can be provided without a sales pitch and without compensation to the association.
Responsibility

Who does what

Benefit Systems

  • Builds the US account, cards and credit history
  • Contracts and bills your client directly
  • Provides documentation for your professional work
  • Shares updates only with your client's consent

You

  • Keep the relationship with your client
  • Handle tax and legal advice in your field
  • Keep your own services and expertise
  • Decide whom to refer
A clear boundaryBenefit Systems does not provide tax, legal or investment advice. Responsibilities, data protection and compensation are agreed in writing before any collaboration.
Partner questions

What partners want to know first

Nothing. There is no fee, minimum volume or exclusivity.

You keep the client relationship. Your client signs a separate contract with Benefit Systems for US financial access. We do not offer services from your field.

No. You only need to spot a suitable case. We clarify requirements and details directly with your client.

No outcome. Banks and authorities decide on accounts, cards and limits. We prepare, accompany and document.

We say so openly in the first call and sell nothing. You receive a clear update where your client has consented.

The model and any amount are agreed in writing before the first case and disclosed to the client. Until then, we publish no fixed amount.

Contact details are shared only with your client's consent. The details are in the agreement before the first case.

Yes. What matters is that you reach German- or English-speaking clients outside the US. You can be located anywhere.

Find the right route together

Bring the audience you reach and the US questions your clients ask. We will define the next step on the partner call.

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