Spark customer actions with cutting-edge CRM solution for Banking & Financial Services

LOOKING FOR BANKING & FINANCE LOYALTY SOLUTION?

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bfsi

Delivering engaging & scalable solution for BFSI

Financial institutions and banks now realize that loyalty programs are not just a tool to attract new customers but also a building block to nurture relationship with the customers.

Unlike the old days where banking meant just monetary transactions between banks and customers. The modern era of banking is built upon not just a transactional relationship but also a personal and emotional relationship between the bank and its customers.

Benefits of running a BFSI loyalty program

The program helps drive Single View of Customer with proposition built on three customer dimensions

Customer Value &
Retention

Product Holding &
Desired Usage

Adoption of Digital
Channels

A well designed & implemented program
can help banks achieve

bfsi

Reward customers for their
value and width of relationship

bfsi

Encourage profitable customer
behavior across products and channels

bfsi

Create cross-sell, up-sell opportunities
for the bank based on targeted segments

bfsi
bfsi

Recognize and motivate customers
to increase customer value

bfsi

Create advocacy and acquisition
opportunities for the bank

bfsi

Achieve a ‘one customer’ view
across products

A well designed & implemented program
can help banks achieve

bfsi

Reward customers for their
value and width of relationship

bfsi

Encourage profitable customer
behavior across products and channels

bfsi

Create cross-sell, up-sell opportunities
for the bank based on targeted segments

bfsi

Recognize and motivate customers
to increase customer value

bfsi

Create advocacy and acquisition
opportunities for the bank

bfsi

Achieve a ‘one customer’ view
across products

bfsi

Three pillars for designing & managing a successful
BFSI loyalty program

bfsi

BFSI CRM landscape

Easyrewardz coverage of CRM Drivers help BFSI brands create a unique proposition

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Key components of Easyrewardz loyalty technology & services

Accrual Engine

Capability to define different wallets, point-rates and more

  • Define milestones
  • Lock/unlock rewards
  • Credit adjustments
  • Transfer offers
  • Create group offers
  • Create contest
Accrual

Our USPs

Create moments of delight with an extensive reward catalogue

  • Flexible redemption rate basis LOB/ Card type
  • Secured with OTP at redemption and delivery
  • Delivery tracking
  • Same day delivery
  • Gift wrapping

Reward Options

Single point where every redemption type is available

Communication & Engagement

Stay connected with customers via data-led communication

  • Personalized engagement via SMS, WhatsApp and chatbots
  • Interact with customers via program-based microsite
  • Drive portfolio actions including spends, upsell and cross-sell
  • Leverage offers as an effective pull-channel
  • Drive customer level actions – profile update | feedback | referral
  • Leverage data-driven marketing strategy
  • Execute targeted performance marketing campaigns
BFSI

Data & Analytics

Leverage the power of data to understand the impact of rewards program

  • Capture consumer behaviour analysis
  • Access key matrices via multichannel alerts & scheduled reports
  • Access 360° single view of customer with a unified customer
    data platform
  • Access transactional & engagement data on one-stop dashboard
  • Create customer segments basis profile & behavioral data to drive
    portfolio actions
  • Capture complaints, queries, claims and more
BFSI

Clients

BFSI