For Financial Services Financial Services

Unlock the power of automated loyalty at 300%+ ROI

Tech-enabled financial services and FinTech companies using LoyaltySurf’s loyalty program software enjoy increased customer engagement and retention

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Capterra

"Before LoyaltySurf, tracking and rewarding through our internal program was very time-consuming, manual, and gave us zero analytics insight. The platform has totally unlocked our ability to scale and optimize loyalty rewards as we grow."

Tracy Laranjo
Tracy Laranjo
Growth Manager at Willful
What’s possible with LoyaltySurf?

Grow your financial services business with strategic loyalty rewards

Increase engagement by offering your existing customers and new users with gift cards or account credits on qualified loyalty actions.

Here are examples of how financial services customers are using LoyaltySurf:

Get a $10 gift card for each friend that joins OurCompany!
When you fund your first account, we'll give you $30 in investment credit.
Invite your friends and you will both receive an additional $50 on your first investment.
Invite friends and you’ll both earn $10 in account credits when they buy or sell at least $150 of cryptocurrency.
When you link an account, you'll earn $2 🙌
Receive $200 for every accepted loan application.
Get a $10 gift card for each eligible loyalty action!
Get a £5 gift card for each friend that joins.
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Our Features

Explore what makes LoyaltySurf the perfect loyalty program solution for financial services companies

Easy reward automation
Simple reward automation
LoyaltySurf works silently in the background to automagically track loyalty actions by attaching on to your current user signup flow. No need to change the existing form and automations you already have in place.
Supported forms:
HTML5
Single Page Apps (JS, REST API)
reward automation
Fully automated rewards
Set your rewards on autopilot
Fully automate any type of reward in just a few clicks using our integrations.
You can always choose the people that receive rewards, fully automated or with manual approval.
Supported rewards:
Gift cards
Cash payouts
Account credits (via webhooks or Zapier)
financial services loyalty reward
Custom loyalty portal
Copy/paste a few lines of code to embed a loyalty portal for your users
When your users are logged in to your web app, they can easily track their loyalty progress and see easy ways to share through a white-label loyalty portal that you can embed by pasting just a few lines of code.
No additional signup step is required from your users, as they will automatically see their loyalty and can start sharing immediately.
loyalty portal
Automate loyalty actions
Choose what counts as an eligible loyalty action
You have total control on what counts as a valid loyalty action by using our JavaScript SDK or REST API. Qualify loyalty actions based on user actions, like when someone makes their first deposit or purchase.
REST API loyalty program
CRM + ESP integrations
Promote your loyalty program from your CRM or email service provider
Integrate your loyalty program with the marketing tools that you use for your financial services business, like your CRM and email service provider.
Loyalty emails
100% whitelabeled

The fact that you didn’t code your loyalty program will be a secret.

Automated rewards

Automate fulfillment or review and approve awards manually.

Built to be easy

Avoid bulky enterprise tools and enjoy clean UX.

Cuts loyalty program setup time from days to hours

Building in-house takes weeks. Other loyalty program software takes days. LoyaltySurf takes less than one day.

Save development resources

One year of LoyaltySurf costs less than what it takes for your dev team to build a loyalty program from scratch.

Collaborate with your team

Invite your team and provide controlled access.

Campaign analytics

Get more insight into your loyalty marketing efforts than you've ever had before.

Excellent customer service

You can expect top-notch, responsive support from our team.

Anti-fraud system

LoyaltySurf blocks fraudsters and comes with a suite of anti-fraud tools to combat repeat offenders.

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Tap into your users for stand-out organic growth

Grow your customer base with a scalable loyalty program that sets up your financial services business for organic success and excellent ROI

No credit card required for trial. Cancel anytime.

Not ready yet? Watch our demo