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
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
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.
With Exchange Solutions, you gain a trusted partner committed to your success at every step of the journey.
Industry
Recognition
See how we stack up in Forrester’s Loyalty Technology Solutions Landscape, Q4 2022 Report
Ready to Transform Your Loyalty and Consumer Engagement Strategies?
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