Resources

Explore curated reports, webinars and case studies designed to help you optimize loyalty initiatives and effectively power one-to-one personalized offers

Get Complimentary Access to the Forrester Loyalty Platforms Landscape, Q3 2025

Discover insights, download reports, watch success stories and explore expert articles to elevate loyalty programs and enrich customer engagement

Next-Generation Customer Loyalty Strategies

Next-Generation Customer Loyalty Strategies: How the Next Wave of Loyalty Innovation Will Impact Trust, Retentsion, and Revenue in B2C Loyalty and eCommerce

Turning Curiosity into Commitment: How Intent-Driven Personalization is Redefining Digital Marketing

Boosting B2B Loyalty to Drive Profitable Lifetime Revenue Growth

Boosting B2B Loyalty to Drive Profitable Lifetime Revenue Growth

Transforming Your Loyalty Strategy

Transforming Your Loyalty Strategy: 5 Methods for Boosting Client Loyalty and Engagement

Navigating the Loyalty Landscape: Top 12 Focus Areas for Marketers in 2024

The Future of Loyalty: Top 10 Predictions Reshaping the Market

The Future of Loyalty: Top 10 Predictions Reshaping the Market

Revolutionizing Customer Loyalty: The Emergence of Modular Loyalty Technology

Revolutionizing Customer Loyalty: The Emergence of Modular Loyalty Technology

A Practical Look at Executing Modular Loyalty

A Practical Look at Executing Modular Loyalty

Using Modular Loyalty as a Plug & Play, Low-Risk Enhancement to Your Program

Using Modular Loyalty as a Plug & Play, Low-Risk Enhancement to Your Program

What Your CTO Needs to Know About Modular Loyalty Technology

What Your CTO Needs to Know About Modular Loyalty Technology

Future Customer Journeys: How Customers Themselves are Driving the Next Big Changes in eCommerce

Future Customer Journeys: How Customers Themselves are Driving the Next Big Changes in eCommerce

Are These 5 Loyalty Myths Holding You Back?

Are These 5 Loyalty Myths Holding You Back?

5 Core Elements That Build A Successful Partnership

5 Core Elements That Build A Successful Partnership

CRMC 2022 – Rexall Case Study Presentation

CRMC 2022 – Rexall Case Study Presentation

A View From The Top With Robert Jewell

A View From The Top With Robert Jewell

New Reality for Martech and Loyalty: An Interview With Scott MacDonald

New Reality for Martech and Loyalty: An Interview With Scott MacDonald

Take A Deep Dive on Loyalty Data: An Executive Interview With Brenda Higuchi

Take A Deep Dive on Loyalty Data: An Executive Interview With Brenda Higuchi

CRMC 2021 – Harry Rosen Case Study Presentation

CRMC 2021 – Harry Rosen Case Study Presentation

The Wise Marketer Provider Profile – Exchange Solutions

How To Redefine Customer Loyalty For Your Organization

How To Redefine Customer Loyalty For Your Organization

How To Select The Right Marketing Technology Partner For Your Business

How To Select The Right Marketing Technology Partner For Your Business

SPECIAL REPORT: Survive & Thrive – Your Pathway to Redefined Consumer Loyalty

SPECIAL REPORT: Survive & Thrive – Your Pathway to Redefined Consumer Loyalty

Exchange Solutions’ CEO on Omnichannel Data Integration and its Impact on Customer Loyalty

Exchange Solutions’ CEO on Omnichannel Data Integration and its Impact on Customer Loyalty

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Webinar: Women in Loyalty – Retail Leadership Panel

Webinar: Women in Loyalty – Retail Leadership Panel

SPECIAL REPORT: Rise to the New Marketing Challenge Today

SPECIAL REPORT: Rise to the New Marketing Challenge Today

A Perspective on Coalition vs Proprietary Loyalty Programs

A Perspective on Coalition vs Proprietary Loyalty Programs

Webinar: Learn how Everyday Spend Retail Brands build consistent consumer engagement

Webinar: Learn how Everyday Spend Retail Brands build consistent consumer engagement

A Worksheet: Consumer Loyalty – Building Consistent Engagement in Everyday Retail

A Worksheet: Consumer Loyalty – Building Consistent Engagement in Everyday Retail

Executive Perspective: Fostering a culture of Innovation

Executive Perspective: Fostering a culture of Innovation

Webinar: Learn how Rexall successfully evolved their enterprise loyalty strategy

Webinar: Learn how Rexall successfully evolved their enterprise loyalty strategy

Executive Perspective: CEO, Mike Hughes on The Future of Loyalty

Executive Perspective: CEO, Mike Hughes on The Future of Loyalty

Delivering profitable e-Commerce KPIs in the first chapter of COVID-19 & beyond

Delivering profitable e-Commerce KPIs in the first chapter of COVID-19 & beyond

The 5 Best Practices for Transforming Your Loyalty Strategy

The 5 Best Practices for Transforming Your Loyalty Strategy

Discover how our Snowflake partnership helps us deliver even more Advanced Analytics value for our clients

Discover how our Snowflake partnership helps us deliver even more Advanced Analytics value for our clients

Defining the next generation of retail loyalty

Defining the next generation of retail loyalty

How personalized offers wins consumer loyalty

How personalized offers wins consumer loyalty

How using the right tools built ecommerce profitability for a home improvement retailer

How using the right tools built ecommerce profitability for a home improvement retailer

Why Engaged Customers are Loyal Customers

Why Engaged Customers are Loyal Customers

Considerations When Contemplating Loyalty Solutions

Considerations When Contemplating Loyalty Solutions

Navigating Towards Partnership Opportunity

Navigating Towards Partnership Opportunity

From Inspiration to Action and Innovation

From Inspiration to Action and Innovation

Machine Learning: More Science Less Fiction

Machine Learning: More Science Less Fiction

Machine Learning: Applications in Retail/E-commerce

Machine Learning: Applications in Retail/E-commerce

Amazon Isn’t Killing Your Brick & Mortar Stores – You Are

Amazon Isn’t Killing Your Brick & Mortar Stores – You Are

Next-Gen AI Agents from Exchange Solutions Set New Standard for Loyalty Intelligence

Next-Gen AI Agents from Exchange Solutions Set New Standard for Loyalty Intelligence

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Blackhawk Network (BHN) and Exchange Solutions Partner to Offer Robust Data-Driven Consumer Loyalty Program Capabilities

Blackhawk Network (BHN) and Exchange Solutions Partner to Offer Robust Data-Driven Consumer Loyalty Program Capabilities

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Exchange Solutions™ and Bealls Inc. Partner to Revolutionize E-Commerce Growth

Exchange Solutions™ and Bealls Inc. Partner to Revolutionize E-Commerce Growth

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Exchange Solutions Solidifies Leadership as Premier Loyalty Provider for Fuel Retailers in Canada

Exchange Solutions Solidifies Leadership as Premier Loyalty Provider for Fuel Retailers in Canada

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Exchange Solutions Welcomes Industry Veteran Darren Thompson to Lead Partnerships Strategy

Exchange Solutions Welcomes Industry Veteran Darren Thompson to Lead Partnerships Strategy

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Exchange Solutions Unveils Industry-First Generative AI Feature Enablement for a Loyalty Platform

Exchange Solutions Unveils Industry-First Generative AI Feature Enablement for a Loyalty Platform

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Exchange Solutions™ Partners with Snowflake to Optimize Loyalty Program Performance

Exchange Solutions™ Partners with Snowflake to Optimize Loyalty Program Performance

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Exchange Solutions™ Named as a Notable Vendor in The Loyalty Technology Solutions Landscape, Q4 2022 Report

Exchange Solutions™ Named as a Notable Vendor in The Loyalty Technology Solutions Landscape, Q4 2022 Report

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2022 CIO Award Winner

2022 CIO Award Winner

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Exchange Solutions Announces Enhanced Partnership with Rexall Pharmacy Group

Exchange Solutions Announces Enhanced Partnership with Rexall Pharmacy Group

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Exchange Solutions and Fiserv Advance Consumer Loyalty and Engagement Capabilities for Large Enterprises

Exchange Solutions and Fiserv Advance Consumer Loyalty and Engagement Capabilities for Large Enterprises

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Exchange Solutions to Aid INDOCHINO with eCommerce Growth Goals

Exchange Solutions to Aid INDOCHINO with eCommerce Growth Goals

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Exchange Solutions Announces Launch of Promo Enhance

Exchange Solutions Announces Launch of Promo Enhance

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Exchange Solutions Expands Loyalty Partnership with Well.ca™ Addition to BeWell™

Exchange Solutions Expands Loyalty Partnership with Well.ca™ Addition to BeWell™

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Personalized Loyalty Solutions Provider Exchange Solutions Raises Growth Funding

Personalized Loyalty Solutions Provider Exchange Solutions Raises Growth Funding

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Exchange Solutions Partners with Harry Rosen to Optimize Sartoria Recognition Program

Exchange Solutions Partners with Harry Rosen to Optimize Sartoria Recognition Program

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Exchange Solutions Partners With Rexall Pharmacy Group To Launch New Loyalty Solutions Platform

Exchange Solutions Partners With Rexall Pharmacy Group To Launch New Loyalty Solutions Platform

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Latest Product Innovation for ES Loyalty™

Latest Product Innovation for ES Loyalty™

Most Recent Product Release for ES Loyalty Boost™

Most Recent Product Release for ES Loyalty Boost™

ES Engage™ Upgrades and Feature Releases

ES Engage™ Upgrades and Feature Releases