Loyalty Is An Investment that Delivers a Huge Return

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.

Download Loyalty One Sheet  

Drive Growth with these Enterprise-ready Loyalty Solutions

Omnichannel Loyalty

Omnichannel Loyalty

  • DotIncrease customer engagement at every touchpoint consistently
  • DotMix and match various loyalty program modules
  • DotWide range of rewards
Incentive Engine


  • DotGenerate, maintain, and distribute rewards that can be redeemed across all channels
  • DotCreate segments with unique rules, restrictions, and redemption types
  • DotCustomize by currency
  • DotFully seamless, omnichannel experiences, uses, and redemptions
Refer a Friend

Refer a Friend

  • DotReward loyalty members for referring others
  • DotOmnichannel
  • DotPoints, credits, discounts, coupons
  • DotGenerate sales by using referrals from partners and coalitions of organizations

Financial Services Loyalty Programs Pay Off with Interest

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  

For Financial Institutions

  • Identify & Reward Your Best Customers—Relationship-based customers are high value and studies show they use up to two more products and services on average. Go beyond banking and credit cards by offering unique, exclusive benefits and education around investing, saving money, and more.
  • Improve Relevancy—Loyalty enables you to learn more about your customers’ needs and preferences. The more you know, the easier it is to offer relevant education, materials, and rewards that align with their behaviors and solve their specific needs.
  • Incentivize Profitable Behaviors—Let members earn points for signing up, using their card, and using the mobile app while also incenting them to use other services.
  • Expand Reach—Leveraging insights from loyalty’s unified customer profile enables you to extend education to the entire family, including children, pre-paving the way for them toopen accounts at your bank.
  • Elevate Partnerships—Go beyond transactions with more meaningful, mutually beneficial partnerships.
  • Extend Your Currency Boundaries—Forbes reports loyalty points will soon be recognized as another form of payment, where points could be used to pay off bills and other everyday life transactions.
  • Improve Acquisition—Loyal customers are more likely to refer others, and referred customers automatically have more trust and confidence in your bank.
Benefits to Financial Organizations

Benefits to Retailers

Benefits to Consumers

  • Increased Relevancy—Receive communications and offers tailored to their specific preferences, behaviors, and lifestyle.
  • Exclusivity—Feel special and get VIP treatment that goes beyond credit cards.
  • Gain Valuable Education—Get expert tips on saving money, investing, planning for the future, and more.
  • Easily Earn & Redeem Rewards—Have choices for how to earn and redeem loyalty points, and quickly see reward status.

Why Annex Cloud?

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.

Buy Only What You Need

Buy Only What You Need

The modular design lets you start with a mutual value exchange, then mix and match program and reward types as you grow

Buy Only What You Need

Collect First-party Data at Scale

Gain a deeper understanding of your customers, own your customer relationships

Buy Only What You Need

Deliver a Seamless Individualized Experience

Push robust loyalty data across your tech stack to individualize every interaction

Buy Only What You Need

Go to Market Fast

125+ pre-defined integrations and a large partner network let you easily integrate loyalty into your tech stack and deliver a seamless omnichannel experience

Buy Only What You Need

Build Lasting Emotional Bonds

Widest range of engagement modules give you meaningful ways to interact with customers between purchases

Buy Only What You Need

Elevate Your Omnichannel Marketing

Deliver spot-on messaging via web, SMS, social, email, or apps

Annex Cloud Provides the Flexibility to Meet Consumers’ Changing Needs

Mobile Wallet

61% of customers like the ability to manage their loyalty programs from a mobile wallet

Mobile Wallet

81% expect to receive some form of an incentive for banking activities

Mobile Wallet

46% of customers like to pool points with family and friends

Market Movers Video

Get an experiential ecommerce agency’s perspective on key retention tactics, why engagement is essential, unique considerations for B2B, and how to tie experiential loyalty into your commerce engine.

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See Loyalty in Action

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