Financial institutions and service providers can grow customer retention and increase AUM with an industry-tailored rewards and incentive platform.
From employee programs designed to motivate cross-sell and upsell, to data-driven retail banking promotions targeting top customer prospects, our platform is designed with maximum flexibility to meet your specific KPIs.
We make it easier for companies to use open banking APIs to smoothly and securely connect and engage with their most valuable customers.
Our modular and scalable platform allows financial service organizations to create personalized offers and reward incentives that build long-lasting customer relationships and drive revenue growth.
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Successful financial institutions are ones that continue to develop valuable tools and services for their customers. Our user-friendly platform lets you create and promote new offers, provide educational content and resources, send tailored member communications, and more. Using our platform's omnichannel capabilities you can personalize your customer touch points across multiple channels.
The flexibility of our platform puts the power of program design in your hands. Create the perfect combination of member statuses, point-earning structures, rewards systems, and more to delight your current customers and attract new ones. And with complete control over the program appearance, you can easily match the look and feel to your brand.
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Our built-in analytics dashboard gives you clear, detailed reports on customer data and activity, program performance, and KPIs so that you can turn program data into actionable customer insights.
We specialize in creating secure integrations between legacy and partner systems that ensures all captured sensitive financial information is protected. Our PCI compliance status, industry-leading data encryption, and extensive security processes guarantees all customer and company data is transferred safely between any systems, tools, and technologies.
Create a global rewards system with earning opportunities and rewards for every type of financial customer. Our offer management platform also allows you to implement partner-based rewards and deals, giving your customers the maximum amount of value for their loyal purchases and actions.
From beginning to end, we’re with you every step of the way when strategizing, building, and executing your loyalty program. Combining years of experience with our specialized expertise, we ensure your program follows best practices, is legally compliant, and built for continued success.
