Grow your client offerings as a referral partner
Convera’s community of 200+ referral partners spans large, global firms to boutique financial and strategy advisory practices. Connect your clients with experts who can help them navigate the rapidly evolving global risk landscape and modernize their approach to global payments.
Become a Convera referral partner
Why become a Convera referral partner?
Empower customers in unpredictable markets
We can help your customers protect their business from currency swings by locking in an exchange rate and use foreign currency holding balances with no interest for up to 180 days*.
*Excluding Switzerland which is up to 60 days. Holding balances are not available to individuals, sole proprietors and partnerships (except for limited liability partnerships) in Singapore.
Enable global payments for a wide variety of clients
Help your clients reach new markets and support them with credit (subject to suitability), while giving them the tools to manage FX volatility.
Help your clients reduce the impact of FX risk
Introduce your clients to our experts who understand local requirements, and can assist in developing tailored FX risk management strategies, while proactively monitoring global currency trends.
Enjoy one-to-one support for your clients
Our expert local teams provide your customers with dedicated support to help them navigate the world of international payments.
Become a Convera referral partnerIndustry reports
FX trends for April 2026: Middle east conflict, energy shocks and inflation fears
April 2026 FX market outlook covering geopolitics, energy shocks, inflation risk, and currency implications for businesses managing foreign exchange exposure.
Are you ready for 2026? A global economic forecast
Geopolitical risks, trade wars, shifting monetary policies, and a weakening US dollar are expected to persist into 2026. Explore excerpts from our 2026 global economic forecast and prepare your business for the year ahead.
The Payments Pulse: How AI is changing risk management
Part 3 of Convera’s industry report examines the latest trends in AI-powered threats as well as a responsible AI approach to risk management.
Currency news and FX analysis from our blog
What AI capex means for your business in 2027: Funding costs and FX
The AI buildout is reshaping FX through capital, policy, and trade channels. Learn what AI capex means for finance leaders.
Are you ready for 2027? A global economic outlook
Explore Convera’s 2027 global economic outlook. Get insights on capital competition, rates, and currencies to prepare your business.
What is an FX swap? Definition, uses, and risks
Learn how FX swaps work, when to use them, and the risks involved.