Delivering Transformative Loyalty and Engagement
Increase customer lifetime value, drive personalized engagement, and boost profitability with proven technology and expertise
Results You Can Count On
lift in spend through increased basket stretch and frequency
the profitability through smart offer targeting capabilities and incremental-focused strategies
increase in operational efficiency, with the same number of resources
What Sets Us Apart
Comprehensive Loyalty Solution and Supporting Services tuned for Retail & B2B
Innovative and Fully Automated Personalized Offers solutions, powered by Advanced AI
Intuitive SaaS product, balancing ease of use with complex marketer functionality
Highly modular capabilities that enhance loyalty program performance without the need to rip and replace of existing technologies
Modern, Secure, Agile & Scalable Technology Platform – purpose-built for scale, speed-to-market and change
Best-in-Class Integrations – seamlessly integrate with both old and new marketing technologies
Experts at building consumer profiles using first party data to identify personalized and highly targeted offers & treatments
Team of Loyalty & Promotions Subject Matter Experts
Innovation and Continuous Improvement – committed to incorporating the latest technological advancements & client needs
Clients Who Trust Us
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: 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
1.6X spend over target
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."
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
How We Deliver Value
At Exchange Solutions, our proven methodology ensures every one of our clients achieves measurable success. Through a collaborative, data-driven approach, we deliver personalized solutions that maximize customer engagement and profitability.
Collaborative Strategy
We partner with your team to understand your business goals, customer base, and challenges, tailoring our feature-rich solutions to fit your unique needs
Supportive Implementation
Our solutions seamlessly integrate with your systems, ensuring a smooth deployment with minimal disruption
Data-Driven Insights
Using advanced analytics, we uncover actionable opportunities to enhance customer loyalty and increase ROI
Continuous Optimization
We monitor performance in real time, applying insights and roadmap functionality to drive ongoing improvements and sustained results
With Exchange Solutions, you gain a trusted partner committed to your success at every step of the journey.
Ready to Transform Your Loyalty and Consumer Engagement Strategies?
Join forward-thinking brands who are already leveraging proven technology and expertise to create exceptional customer experiences and drive sustainable growth.
