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XSELL Rewards - Loyalty and Cross Sell Application

A Loyalty Application for the Financial Services Industry

Overview

XSELL Rewards Application is a Loyalty application with Cross Selling Support for the Financial Services Industry.

See How XSELL Rewards - Loyalty and Cross Sell Application Works

XSELL is a SaaS Application based on the market leading Salesforce Cloud Platform and is compatible with the Salesforce Financial Services Cloud. Though, it can be used without the Financial Services Cloud.
The XSELL Application calculates rewards based on the financial products the customer holds using information about the current status of those products together with user defined rewards rules.
XSELL supports Cross Selling by allocating additional rewards points for customers who hold more than one product across products, systems, domains and enterprises based on specified cross sell specific rules.

Key XSELL Rewards features: 1. Monetises loyalty in the form of rewards calculated on a daily basis based on a customer's holdings at a given moment, similar to interest rate calculations in a bank. 2. Minimises integration efforts - utilises existing established data feeds from core systems to your Salesforce CRM Platform. 3. Decouples Core Product systems from Cross Selling logic. 4. Establishes a unique Rewards Id - providing a single view of a customer's rewards and redemptions. For a new client the Reward id can be provided to the client via digital channels, a Call Center, a Company Portal, CRM or Marketing Campaign. 5. Aggregates information about a customer's spending across different products and domains in the form of asset groups that your business can define. Asset groups provide a flexible way to create a set of rewards calculation rules. 6. Provides Rules for computing rewards based on a Customers asset profile. Rules can be based on multiple asset groups to support cross selling. 7. XSELL Rewards Rules can be applied to both individual and business entities.