Power Your Loyalty Program with AI-Driven Excellence
Comprehensive loyalty platform that empowers both B2C and B2B businesses to create omni-channel programs with personalized experiences, advanced analytics, and seamless integrations. Learn how grocery retailers and pharmacy chains are transforming customer engagement.
Seamless Loyalty, Unmatched Engagement
ES Loyalty is a feature rich, highly agile SaaS solution that empowers both B2B and B2C businesses to create and manage omni-channel loyalty, membership, and rewards programs. With seamless integration into our clients' existing channels and marketing technologies, the platform enables marketers to build personalized, data-driven programs that incentivize desired behaviors, offer flexible rewards, and drive customer acquisition through referrals and partnerships.
The intuitive console allows for flexible offer creation, gamification, and member management, while dynamic dashboards provide insights to optimize program ROI. Trusted by industry leaders across retail and fuel & convenience, ES Loyalty empowers marketers to maximize customer lifetime value and improve operational efficiency with ease.
Helps Loyalty Marketers
Enhance Customer Engagement Rate
Build a program around the behaviors and rewards most valued by your business and your members
Boost Customer Lifetime Value
Maximize the value of member data, enabling better personalization and communications
Elevate Operational Efficiency
Increase speed and efficiency through robust self-service loyalty tooling & automation
Improve Loyalty Program ROI
Execute a more profit focused approach to loyalty
Modular Features that Fit Your Strategy
Our comprehensive loyalty platform offers flexible modules that can be configured to meet your specific business needs and strategic objectives.
The Essentials: Features and Functionality
Robust set of functionality available in modules, allowing businesses to leverage only what they want/need
Loyalty System & Tooling
- Unified Member Database
- Accrual / Redemption Engine / Currency Bank
- Promo Engine Essentials
- Audience Builder
- Self-Serve Console
- Standard Loyalty Reporting Suite
- Fraud Controls
Integrations
- Store POS
- Ecomm
- Web/App
- Marketing Cloud
- Retailer Info
- Activity Data
- Extended Member Data
- CDP/Data Lake
Membership & Experience Features
- Multi-Language
- Trigger Communications
- Offer Gallery / Load-to-Card Functionality
- POS Receipt Messaging & Prompts
- Tiers / Premium Loyalty
Currency & Rewards
- Points
- Cash-back
- Experiences
- Free / Discounted product
- Special Pricing
- Gift Card
- Third party / Coalition points
Automate & Optimize Program Execution & Insights
Harness the power of AI to automate campaign execution, optimize member targeting, and deliver actionable insights that drive program ROI and operational efficiency.
Loyalty Performance Accelerator
Powered by Generative AI
Empowers marketers with Generative AI for quick insights, powerful audience building, and complex member scoring
Campaign Automation & Optimization
Automates offer personalization for incremental spend, maximized promotional funds, and improving operational efficiency
Increase Member Engagement
Drive deeper customer relationships through dynamic messaging, experiential loyalty features, and gamification that keeps members actively participating in your program.
Dynamic Messaging
Engages members with tailored messages in app and web channels, highlighting relevant offers, content and updates
Advanced Experiential Loyalty
Boost member engagement through gaming, badges, and prizes, collecting valuable zero party data for improved personalization
Householding
Enables multiple participants to coordinate their loyalty experience, speeding up rewards redemption and enhancing program value
Multi-Brand & Franchise Programs
Manage complex coalition loyalty programs and multi-brand initiatives with sophisticated financial settlement, reporting, and brand management capabilities.
Multi-Brand Programs / Proprietary Coalition
Allows several brands to join a unified loyalty program with customizable options for member engagement, data handling, and brand-specific reporting
Loyalty Financial Settlement
Enables integration of loyalty fund disbursement at the store/entity level into retailers' financial systems
Advanced Site / Entity Level Loyalty Reporting
Enhances loyalty reporting with detailed insights and comparisons for specific stores or entities
Accelerate Member Acquisition
Expand your member base through strategic partnerships, referral programs, and targeted community engagement that drives sustainable growth.
Strategic Partner Module
Facilitates onboarding and management of strategic partners, boosting member acquisition, creating new reward opportunities and improving promotions
Gated Offers to Targeted Communities
Tailors mass promotions with specific groups such as Students and Military, driving acquisition, engagement, and more effective use of promotional budget
Refer-a-Friend
Reward members with points, discounts, or other benefits when they successfully refer new members who join and engage with the program
Enhance Promotions
Deliver sophisticated promotional campaigns with advanced targeting, e-commerce integration, and flexible offer structures that drive incremental sales and customer engagement.
Advanced Promotions
Reward members for frequency behavior, completing multiple behaviors, and delivering instant discounts without the use of coupon codes
Promotion Engine Plug-In
Offers advanced targeting and personalization for loyalty promotions, seamlessly integrating with your existing loyalty platform without replacement
Ecommerce Sales Accelerator
Delivers tailored promotions to both known and anonymous shoppers, focusing on real-time purchase intent to drive revenue without mass promotions
Value-Add Professional Services
Hover over each service to discover how Exchange Solutions supports your loyalty program success
Loyalty Program Strategy & Operations
Program Strategy & Operations - program strategy consultation / design input, multi-stakeholder relationship management & operational status meetings, address platform & program related questions (e.g., program configuration inquiries, assistance with using Self-Serve console, etc.), advanced & ongoing training, knowledge transfer and product orientation
Quarterly Business Review - meetings with cross-functional ES loyalty subject matter experts to deep dive on program success, previous quarter's operational excellence, potential optimizations, member engagement enhancements, review / ideate on upcoming product roadmap items, review of ongoing managed services needs, and discussion of Customer's priorities for upcoming quarter.
Advanced Analytics
Advisory - promotion / campaign strategy & performance review, reporting insights and interpretation, consultation on program performance improvement opportunities
Client Directed - dedicated Analytics resources to perform ad hoc queries, analyses, segmentation, modeling & profiling, based on client directed needs
Member Communications Management
Ongoing management of loyalty communications (email, push, app inbox) deployment leveraging client's ESP and creative assets from client's creative agency
Loyalty Program Design
End-to-End Loyalty Program design services (i.e. goals discovery, market/customer research, data analysis, business case, strategic recommendation, technical requirements, implementation plan)
Web / App Design, Construction & Hosting
Design, development & hosting of standalone member website and mobile app to support loyalty program
Card Production & Fulfillment
Service to facilitate the creative design & initial production runs and ongoing fulfillment of physical loyalty cards
Reward Procurement & Fulfillment
Services to procure, fulfill and report on rewards associated to Loyalty Program catalogue redemption
Implementation & Ongoing Support
Comprehensive implementation planning and ongoing support to ensure your loyalty program launches successfully and continues to evolve. Technical integration, staff training, go-live support, and continuous optimization.
What Happens When our Clients Use Our Innovative Loyalty Platform?
Improved Acquisition & Engagement
Greater than 50% program penetration with a 75% active membership rate
Growth in Revenue
60% lift in member spend through increased basket stretch and frequency
Enhanced Profitability
2X the profitability through smart offer targeting capabilities and incremental-focused strategies
Operational Efficiency
Greater than 10X increase in operational efficiency, with the same number of resources
Unlock Every Loyalty Advantage You Need
Top Your
Loyalty Game
Access and action real-time insights about your program and promotions with just a click of a button.
Book Demo
Manage your program
like a pro
Onboard new members and manage their everyday needs through an easy to use, self-service SaaS tool.
Book Demo
Leverage AI to find
the best audiences
Build targeted segments for any audience, even the ones you didn't know existed!
Our AI Story
Get that promo
out the door
Build and launch that next great offer in real time, with profitability in mind.
Discover Promo Enhance
Turn every visitor
into a customer
Engage anonymous shoppers with personalized offers and incentives that drive conversion and build lasting relationships.
Learn More About ES EngageAcquire
- Enable referrals
- Gate offers for target communities
- Use partnerships for growth
Engage
- Create any promotion
- Offer flexible rewards & currencies
- Use gamification for data capture
- Incentivize any behavior
- Connect experiences across channels
- Use flexible tiers
Personalize
- Segment by any attribute
- AI-powered audience recommendations
- Fully automate offer targeting & execution
- Trigger rewards & campaigns on actions
- Maximize vendor-funded coupons
Optimize
- Self-serve SaaS console
- Unlock insights with dynamic dashboards
- Access AI-powered help & advice
- Prevent fraud before it happens
Driving Results with ES Loyalty
See how our clients achieve measurable loyalty program success with comprehensive platform capabilities
Success Story: National Fuel & Convenience Retailer
A lift-and-shift project was successfully implemented nation-wide with no issues
At-A-Glance
Proudly owned by a major energy company, the retailer has a network of thousands of retail and wholesale locations across Canada. Its loyalty program has been in market for decades and supports millions of active members.
Needs
The company identified the need to retire its antiquated, point-of-sale based, in-house loyalty system. Their chosen path was to partner with a third party to rejuvenate their existing program.
Solution Design
A lift-and-shift project allowed the retailer to re-platform their existing program seamlessly.
Real-time integration
with a new retail partner for cross-earn capability, objective of driving growth in both programs
No errors
Elimination of errors through settlement automation
Targeted offers
Targeted offer capability, replacing what was previously only mass offers
Reports and controls
Business controls and reporting not previously implemented in-house
Success Story: Building Supplier Retailer
A successful lift-and-shift of a nation-wide loyalty program
At-A-Glance
The company is a one-stop-shop providing concrete accessories and chemicals, tools and equipment, building materials and fasteners, erosion and waterproofing, and safety products to professional contractors.
Needs
The company was looking to transition their in-house loyalty program to an outsourced loyalty provider that would support the evolution, growth, automation and productivity of the program into the future.
Solution Design
Lift-and-Shift of the company's rewards loyalty program to the Exchange Solution Loyalty Platform.
Tier based program
with automatic quarterly redemption of electronic reward vouchers
Member dashboard
for tier status, voucher earning, transaction activity & more - offers a convenient and streamlined digital experience
Offer Gallery
with personalized category penetration, vendor funded product, continuity & basket stretch offers
Reports and controls
Robust performance & financial reporting, fraud controls and financial reconciliation
Success Story: Medical Surgical Distributer
Enhanced B2B loyalty program with advanced features and analytics
At-A-Glance
A leading distributor of medical and surgical supplies serving healthcare facilities, surgical centers, and medical professionals across multiple regions with specialized product portfolios.
Needs
Required a sophisticated B2B loyalty platform to improve customer retention, increase order frequency, and provide better insights into purchasing patterns across their diverse healthcare customer base.
Solution Design
Implementation of a comprehensive B2B loyalty platform with advanced analytics, tiered rewards, and integration with existing ERP and ordering systems.
B2B Integration
Seamless integration with ERP systems and procurement workflows
Advanced Analytics
Comprehensive reporting on purchasing patterns and loyalty program performance
Tiered Rewards
Multi-tier program with volume-based benefits and exclusive offers
Customer Segmentation
Advanced segmentation for targeted communications and offers
Frequently Asked Questions About ES Loyalty™
Find answers to common questions about our platform and solutions
Unlock the Power of AI
Enhance program and promotions management with AI-powered capabilities that optimize audience targeting, promotions, and insights, driving increased engagement and ROI.
Powering Fully-Integrated Loyalty Solutions Across the Entire Customer Lifecycle
Ready to Unlock Every Loyalty Advantage?
See how our comprehensive loyalty platform can help you build stronger customer relationships and drive business growth with AI-powered insights.
