Loyalty
Programs
for
Financial Services

Winning Customer Trust
with Loyalty Programs
Customers find it difficult to connect with insurance companies and banks on an emotional level—and when they find a better offer, they are quick to grab it. However, an emotionally engaging, next-gen loyalty program can help you keep your customers.
Winning Customer Trust
with Loyalty Programs
Customers find it difficult to connect with insurance companies and banks on an emotional level—and when they find a better offer, they are quick to grab it. However, an emotionally engaging, next-gen loyalty program can help you keep your customers.
Challenges
Challenges in the
Financial Services Industry
Digital presence is more important than ever
In order to speed up digital transformation, you require tools to incentivize online interactions.
A highly competitive environment
Companies require better solutions to prevent customers from switching to competitors offering better deals.
Lack
of relevance
Customers don’t feel invested in loyalty programs unless they provide value after the transaction is made.
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solution

Key Features for the
Financial Services
Industry

Reward renewals

With a loyalty program you can reward renewals with points, rewards, or by moving customers to a higher tier.

Showcase partner rewards

Offer products and services from partner companies in a sophisticated manner, limiting access to high-value customers only.

Friend referrals

Boost customer acquisition and benefit from positive word-of-mouth marketing by giving customers incentives to invite their friends.

Flexible loyalty logic

Reward any behavior you value: renewals, referrals, newsletter signups, balance top-ups or transfers.

Insurance: Reward a healthy lifestyle

Engage customers outside of the buying cycle: use app integrations to reward customers for pursuing a healthy hobby.

Exclusive clubs

Set up a limited-access community inside the loyalty program and offer high-end benefits only to clients who are willing to spend their points on membership.

Offer management

Effortlessly set up hot deals for members, such as bonus points for using selected cards, or double points campaigns during Black Friday.

Sweepstakes on Instagram

Create buzz with Instagram contests and sweepstakes, so participants will spread the word about your institution.

solution

Key Features for the Financial Services Industry

Reward renewals

With a loyalty program you can reward renewals with points, rewards, or by moving customers to a higher tier.

Showcase partner rewards

Offer products and services from partner companies in a sophisticated manner, limiting access to high-value customers only.

Friend referrals

Boost customer acquisition and benefit from positive word-of-mouth marketing by giving customers incentives to invite their friends.

Flexible loyalty logic

Reward any behavior you value: renewals, referrals, newsletter signups, balance top-ups or transfers.

Insurance: Reward a healthy lifestyle

Engage customers outside of the buying cycle: use app integrations to reward customers for pursuing a healthy hobby.

Exclusive clubs

Set up a limited-access community inside the loyalty program and offer high-end benefits only to clients who are willing to spend their points on membership.

Offer management

Effortlessly set up hot deals for members, such as bonus points for using selected cards, or double points campaigns during Black Friday.

Sweepstakes on Instagram

Create buzz with Instagram contests and sweepstakes, so participants will spread the word about your institution.

Discover more
of the possibilities
Book a demo

ebook

A well-planned budget for your loyalty program is a must-have

Budget Planning 101
for Loyalty Programs

Planning a cost-effective
loyalty program

Download ebook
use cases

Highlighted Loyalty
Program Use Cases
for Financial Services

Offer priority benefits for selected customer groups

In a tiered program, members with a higher status can enjoy exclusive benefits, such as quicker or more personal customer service.

Acquire new customers through referrals

Make it easier for customers to invite their peers by providing a unique link they can share directly from the loyalty membership page.

Enjoy partner synergies

Offer members-only benefits and rewards from your partners to long-standing loyalty program members.

Content Consumption

Educate customers about financial offers and deals by rewarding them for watching videos and completing quizzes.

use cases

Highlighted Loyalty Program Use Cases for Financial Services

Offer priority benefits for selected customer groups

In a tiered program, members with a higher status can enjoy exclusive benefits, such as quicker or more personal customer service.

Acquire new customers through referrals

Make it easier for customers to invite their peers by providing a unique link they can share directly from the loyalty membership page.

Enjoy partner synergies

Offer members-only benefits and rewards from your partners to long-standing loyalty program members.

Content Consumption

Educate customers about financial offers and deals by rewarding them for watching videos and completing quizzes.

guide

Loyalty Programs for
Financial Services

A Comprehensive Guide

There are multiple ways financial services can retain and nurture customers through a loyalty program. This guide showcases all the must-have features, technologies and steps necessary to build a successful financial services loyalty program.

Read the guide
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