Increasing customer engagement and cross-selling of services continues to be a growth opportunity area for financial services providers. Plagued for years with legacy technologies, financial services organisations have been hindered in growing the value of their customers. Not being able to identify a customer across the different business units, challenged to identify multiple accounts financial services organizations have been missing big opportunities to grow their business, grow the value of each customer and increase customer retention.

Annex Cloud purpose built its’ technology with financial services and insurance inherent market challenges in mind. The Annex Cloud Loyalty Experience Management solution is designed to empower banking and insurance companies to strategically engage & retain existing customers, identify these customers across their brand journey and allow organizations to identify opportunities for growth and upsell.

financial services

Key Products to Drive Loyalty


  • Paid Membership
  • An advanced set of APIs for proprietary systems connection
  • Mobile application
  • In Banks

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  • Referral Gamification
  • Rewards & Incentives Engine

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Revenue Benefits in Financial Services (Banking & Insurance)


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


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


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

Top 3 Challenges for Banks & Financial Services in Terms of Customer Retention

A Comprehensive Guide To Bank Loyalty Programs : Best Features & Examples Included.

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