Only 30% of bank customers use a single source for their financial needs. Challenger and Neobanks have made it tougher to compete and differentiate your offerings, many of which have become commoditized. Since 88% of consumers are managing their finances digitally, you have the opportunity to engage with customers daily. But knowing exactly how to add value is still challenging. Financial services loyalty programs help you go beyond credit cards and add unique value, incent profitable behaviors, and expand your reach.
Omnichannel Loyalty
Rewards
Refer a Friend
Loyalty enables financial organizations to reward consumers for increasing transactions and other desired behaviors while educating them on other offerings based on their preferences. Educated consumers are more likely to use additional services.
Download Loyalty Benefits for Financial Services
Annex Cloud’s enterprise-ready Loyalty Experience Platform™ combines best-in-class loyalty management with powerful engagement and communication modules, enabling financial institutions to build lasting customer bonds while accelerating growth.
The modular design lets you start with a mutual value exchange, then mix and match program and reward types as you grow
Gain a deeper understanding of your customers, own your customer relationships
Push robust loyalty data across your tech stack to individualize every interaction
125+ pre-defined integrations and a large partner network let you easily integrate loyalty into your tech stack and deliver a seamless omnichannel experience
Widest range of engagement modules give you meaningful ways to interact with customers between purchases
Deliver spot-on messaging via web, SMS, social, email, or apps
61% of customers like the ability to manage their loyalty programs from a mobile wallet
81% expect to receive some form of an incentive for banking activities
46% of customers like to pool points with family and friends
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