Empower your Existing Martech Stack
ES PlatformTMeasily integrates into your existing marketing tools, avoiding redundancies and maximizing the flow of loyalty data

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Our secure and scalable cloud-based platform is available to retailers, supported by the right mix of SaaS, advanced analytics and other managed services
ES PlatformTM powers 3 products, built to ignite consumer engagement, improve lifetime value, drive incremental revenue, and increase promotion ROI
Driving Success for Marketers Everywhere
National Fuel & Convenience Retailer
Regional Department Store
Building Supplier Retailer
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

Elimination of errors through settlement automation

Targeted offer capability, replacing what was previously only mass offers

Business controls and reporting not previously implemented in-house
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.
DVP Omnichannel
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

Robust performance & financial reporting, fraud controls and financial reconciliation