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

60 percent

lift in spend through increased basket stretch and frequency

Stat 2X

the profitability through smart offer targeting capabilities and incremental-focused strategies

2X Plus

increase in operational efficiency, with the same number of resources

What Sets Us Apart

25 plus years of B2B and B2C Loyalty Expertise
01

Comprehensive Loyalty Solution and Supporting Services tuned for Retail & B2B

02

Innovative and Fully Automated Personalized Offers solutions, powered by Advanced AI

03

Intuitive SaaS product, balancing ease of use with complex marketer functionality

04

Highly modular capabilities that enhance loyalty program performance without the need to rip and replace of existing technologies

05

Modern, Secure, Agile & Scalable Technology Platform – purpose-built for scale, speed-to-market and change

06

Best-in-Class Integrations – seamlessly integrate with both old and new marketing technologies​

07

Experts at building consumer profiles using first party data to identify personalized and highly targeted offers & treatments

08

Team of Loyalty & Promotions Subject Matter Experts

09

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

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

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 percent

77% increase in AOV

1.6X

1.6X spend over target

17 dollars

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

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

Tier based program with automatic quarterly redemption of electronic reward vouchers

Tier dashboard

Member dashboard for tier status, voucher earning, transaction activity & more - offers a convenient and streamlined digital experience

Offer Gallery

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.
Forrester Report

Ready to Transform Your Loyalty and Consumer Engagement Strategies?

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