Unified loyalty platform architecture showing integrated solutions and connected martech ecosystem for customer engagement
ES Platform

ES Platform powers 3 products, built to ignite consumer engagement, improve lifetime value, drive incremental revenue, and increase promotion ROI

Our secure and scalable cloud-based platform is available to retailers across grocery, apparel, and pharmacy industries, supported by the right mix of SaaS, advanced analytics and other managed services.

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ES Loyalty ES Loyalty Boost ES Engage

Comprehensive loyalty platform suite

Empower your Existing Martech Stack

ES PlatformTM easily integrates into your existing marketing tools, avoiding redundancies and maximizing the flow of loyalty data

ES Platform Martech Stack Integration Diagram

Deliver connected loyalty experiences

across your POS, eCommerce and mobile platforms

Boost marketing automation & journeys

using real-time loyalty events

Action & enrich data within your CDP

CRM and other data clouds

Offer the optimal mix of rewards

and incentives

Our Trusted Partners

We work with industry-leading partners to deliver comprehensive solutions

Ascendant Loyalty Blackhawk Network The Coupon Bureau Fiserv Optimove CataBoom

One Platform. Three Solutions. Unlimited Growth.

ES PlatformTM powers 3 products, built to ignite consumer engagement, improve lifetime value, drive incremental revenue, and increase promotion ROI.

ES Loyalty

Comprehensive, fully-featured loyalty programs with supporting loyalty services

Promo Enhance

Advanced targeting for any platform

ES Loyalty Boost

Automated, personalized offers that turbocharge loyalty program performance

ES Engage

Personalized offers for ecommerce consumers, optimized based on real-time purchase intent

Driving Success for Marketers Everywhere

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: Regional Department Store

Boosting conversion / AOV with real-time personalized offers, while safeguarding profit margins

At-A-Glance

The company is a southern-state-based department store offering casual clothing, shoes, bed and bath, and home décor, catering to families that live a beachside lifestyle.

Needs

Tasked with quickly doubling e-commerce sales without mass discounts, the company needed to convert more first-time visitors and maximize every visit to stretch and close carts.

Solution Design

Real-time, in-session personalized offers were implemented to appeal to the company's price-conscious target shopper, while respecting its everyday low-price strategy, ensuring discounts were used strategically to maintain profit margins.

77% increase in AOV

77% increase in AOV

1.6X spend over target

1.6X spend over target

$17 ROAS

ROAS: $17

"Exchange Solutions has been instrumental in helping us achieve and exceed our e-commerce growth objectives. Their real-time personalization solution aligns perfectly with our commitment to delivering value to our customers while protecting our margins."
DVP Omnichannel

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

Member 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

Frequently Asked Questions About ES Platform™

What is the ES Platform™?

ES Platform™ is the foundational architecture that powers ES Loyalty™, ES Loyalty Boost™, and ES Engage™, providing a unified data layer, AI engine, and integration framework for customer engagement solutions.

Can I use multiple ES Platform™ products together?

Yes, all Exchange Solutions products are built on the ES Platform™ and designed to work together seamlessly, sharing data and insights for unified customer experiences.

What technology stack does ES Platform™ use?

ES Platform™ is built on modern cloud-native architecture with microservices, API-first design, and supports integration with leading data platforms like Snowflake, AWS, and Azure.

How does ES Platform™ handle data security and privacy?

ES Platform™ is SOC 2 Type II certified, GDPR and CCPA compliant, with enterprise-grade encryption, role-based access controls, and comprehensive audit trails.

What kind of analytics does ES Platform™ provide?

ES Platform™ includes real-time dashboards, predictive analytics, customer segmentation tools, campaign performance tracking, and custom reporting capabilities with data export options.

Does ES Platform™ support international deployments?

Yes, ES Platform™ supports multi-language, multi-currency operations across global markets with regional data residency options and localized compliance features.

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