Connected network visualization representing integrated loyalty platform technology and customer engagement touchpoints
ES Loyalty

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.

50M+
Active Members
99.9%
Platform Uptime
2X
ROI Increase

Trusted by Fortune 500 brands worldwide

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.

Seamless Loyalty Integration

Helps Loyalty Marketers

Customer Engagement

Enhance Customer Engagement Rate

Build a program around the behaviors and rewards most valued by your business and your members

Customer Lifetime Value

Boost Customer Lifetime Value

Maximize the value of member data, enabling better personalization and communications

Operational Efficiency

Elevate Operational Efficiency

Increase speed and efficiency through robust self-service loyalty tooling & automation

Loyalty Program ROI

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

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

Integrations

  • Store POS
  • Ecomm
  • Web/App
  • Marketing Cloud
  • Retailer Info
  • Activity Data
  • Extended Member Data
  • CDP/Data Lake
Membership

Membership & Experience Features

  • Multi-Language
  • Trigger Communications
  • Offer Gallery / Load-to-Card Functionality
  • POS Receipt Messaging & Prompts
  • Tiers / Premium Loyalty
Currency

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

Loyalty Performance Accelerator

Powered by Generative AI

Empowers marketers with Generative AI for quick insights, powerful audience building, and complex member scoring

Campaign Automation Suite

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

Dynamic Messaging

Engages members with tailored messages in app and web channels, highlighting relevant offers, content and updates

Advanced Gamification

Advanced Experiential Loyalty

Boost member engagement through gaming, badges, and prizes, collecting valuable zero party data for improved personalization

Householding Features

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

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

Loyalty Financial Settlement

Enables integration of loyalty fund disbursement at the store/entity level into retailers' financial systems

Advanced Site / Entity Level Reporting

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

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

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

Referrals

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

Advanced Promotions

Reward members for frequency behavior, completing multiple behaviors, and delivering instant discounts without the use of coupon codes

Promotion Engine Plug-In

Promotion Engine Plug-In

Offers advanced targeting and personalization for loyalty promotions, seamlessly integrating with your existing loyalty platform without replacement

E-commerce Sales Accelerator

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 Strategy

Loyalty Program Strategy & Operations

Advanced Analytics

Advanced Analytics

Member Communications

Member Communications Management

Program Design

Loyalty Program Design

Web App Design

Web / App Design, Construction & Hosting

Card Production

Card Production & Fulfillment

Reward Fulfillment

Reward Procurement & Fulfillment

Implementation Support

Implementation & Ongoing Support

What Happens When our Clients Use Our Innovative Loyalty Platform?

Acquisition & Engagement

Improved Acquisition & Engagement

Greater than 50% program penetration with a 75% active membership rate

Growth in Revenue

Growth in Revenue

60% lift in member spend through increased basket stretch and frequency

Enhanced Profitability

Enhanced Profitability

2X the profitability through smart offer targeting capabilities and incremental-focused strategies

Operational Efficiency

Operational Efficiency

Greater than 10X increase in operational efficiency, with the same number of resources

Unlock Every Loyalty Advantage You Need

Acquire

  • 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

Real-time integration

with a new retail partner for cross-earn capability, objective of driving growth in both programs

No errors

No errors

Elimination of errors through settlement automation

Targeted offers

Targeted offers

Targeted offer capability, replacing what was previously only mass offers

Reports and controls

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

Tier based program

with automatic quarterly redemption of electronic reward vouchers

Tier dashboard

Tier dashboard

Member dashboard for tier status, voucher earning, transaction activity & more - offers a convenient and streamlined digital experience

Offer Gallery

Offer Gallery

with personalized category penetration, vendor funded product, continuity & basket stretch offers

Reports and controls

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

B2B Integration

Seamless integration with ERP systems and procurement workflows

Advanced Analytics

Advanced Analytics

Comprehensive reporting on purchasing patterns and loyalty program performance

Tiered Rewards

Tiered Rewards

Multi-tier program with volume-based benefits and exclusive offers

Customer Segmentation

Customer Segmentation

Advanced segmentation for targeted communications and offers

Frequently Asked Questions About ES Loyalty™

What is ES Loyalty™?

ES Loyalty™ is Exchange Solutions' comprehensive loyalty platform that enables brands to launch and manage customer loyalty programs with AI-powered personalization, automated offers, and real-time analytics.

How does ES Loyalty™ differ from traditional loyalty platforms?

ES Loyalty™ uses AI to deliver 1:1 personalized experiences at scale, integrates seamlessly with existing martech stacks, and provides modular deployment options that reduce risk and accelerate time-to-value.

What industries does ES Loyalty™ support?

ES Loyalty™ serves grocery, fuel & convenience, pharmacy, apparel, beauty, and B2B industries with industry-specific features and proven best practices.

How long does it take to implement ES Loyalty™?

Implementation timelines vary by complexity, but most brands launch within 12-16 weeks with our modular approach allowing for phased rollouts and reduced risk.

Can ES Loyalty™ integrate with my existing systems?

Yes, ES Loyalty™ is built on a modular architecture that integrates with leading CRMs, ESPs, POS systems, and data platforms including Salesforce, Braze, Snowflake, and more.

What kind of ROI can I expect from ES Loyalty™?

Clients typically see 15-30% increases in customer retention, 20-40% lift in customer lifetime value, and significant improvements in purchase frequency within the first year.

Does ES Loyalty™ support mobile apps?

Yes, ES Loyalty™ provides mobile-first experiences with native app support, mobile web optimization, and mobile wallet integration for seamless customer engagement.
AI Sparks

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.

Our AI Story

Powering Fully-Integrated Loyalty Solutions Across the Entire Customer Lifecycle

Customer Lifecycle - Powering Fully-Integrated Loyalty Solutions

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.

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