Exchange Solutions
Unlocking profitability one customer at a time

What We Do

We design, build and operate intelligent customer engagement programs that increase customer profitability at a lower cost than business-as-usual marketing:

Increased conversion rates

Greater share of wallet

Increased frequency of purchase

Lower churn

Increased referrals

Lower customer cost to serve

Our Verticals

We are entrusted with operating intelligent customer engagement programs for leading companies in 25 different countries. Some of our clients include:
Logos of Sobeys, Hockey Canada, Scotiabank, Angies list, and Esso

How We Do It

We deliver end-to-end intelligent customer engagement programs, or we can enhance your existing loyalty or discount programs. Put simply we:
3-phase graphic explaining how Exchange Solutions optimizes customer interaction. We Identify by uncovering existing customer behavior gaps and value the profitability potential. We Target by creating intelligent rules to close those behavior gaps with targeted, economically rational incentives. We Engage one-to-one with customers, offering them a choice of incentives, in order to drive incremental behavior change.
Our Analytics and Optimization team works constantly throughout this process to optimize the customer interactions and incentive levels to maximize ROI.


The platform is modular, so that we can integrate with any 3rd party software applications you already have in place, such as a marketing automation tool or an existing ecommerce platform.