FINANCIAL SERVICES
Harnessing the power of personalization
Loyalty solutions for FI brands
With fintech startups and established FI players vying for consumer attention, the key to a compelling loyalty offering is personalization. How can banking brands ethically leverage AI and activate the consumer data needed to fuel personalized experiences, while balancing the trust factor that is paramount to long-term loyalty?
Break-through banking loyalty strategies
Named the only Leader in both Loyalty Technology and Services by Forrester, Kobie’s proven expertise helps FI brands overcome the limitations of legacy technology, leveraging our SaaS Plus model to set them apart in a competitive landscape.
Our FI portfolio is led by experts who are deeply engrained in the nuances that come with the financial industry. We bring a unique lens to loyalty that can be overlooked within the limitations of a singular vertical view, ensuring evolutionary thinking around ethical AI, high fidelity data, and personalization is applied to each FI loyalty strategy.

Solutions at Work
Speed to market through SaaS Plus
Banking brands often struggle to meet market demands due to legacy technology and limited resources.
Learn how Kobie helped CO-OP, a credit union network, quickly scale a new solution to deliver results.
Configurable personalization at scale
Kobie Alchemy® Loyalty Cloud enables configurable tools to create personalization at scale, fueled by ethical data collection and AI.
SaaS Plus support
Get the best of SaaS and managed service with guidance from loyalty experts that will never let your program fail.
Loyalty-building member communications
Streamline member acquisition and onboarding through an optimized communications library that supports the overall member journey.
Co-creating the experience
Empower cardholders to create their own experiences personalized to their preferences and motivators.
Rewards optionality
Kobie Alchemy® Loyalty Cloud enables rewards optionality to incentivize cardholders to redeem for products and services that deepen cardholder/bank relationships beyond the limits of cash back.
Point ubiquity
Seamlessly integrate your card program into consumers daily lives to provide maximum value and increase engagement.
Solutions at Work
Building better rewards for card members
Banking brands are seeking loyalty strategies to deepen relationships with members to drive enterprise value and growth.
Learn about Kobie’s approach to laying the foundation for deeper connections with cardholders.
Let’s Connect
Ultimately, when banking customers see clear, relevant value from their loyalty program, they are more likely to stay engaged and advocate for the brand. To learn more about personalization strategies for your FI brand, reach our team today.









