The Loyalty Upgrade: Rethinking Engagement in Financial Services

In today’s competitive landscape, customer loyalty is no longer just about bonuses or extras—it’s about meaningful financial empowerment. This white paper explores how banks can transform everyday transactions into engaging, educational experiences that build trust across generations.

Discover how the synergy between Strands’ AI-powered financial insights and Perx’s gamification platform is reshaping the way banks connect with families. From personalized financial coaching to interactive savings challenges, this approach turns financial wellness into a journey that’s both rewarding and fun.

What’s inside?

• Why financial wellness is the new loyalty driver
• How family-based programs boost lifetime value
• The role of AI and gamification in shaping smarter habits
• Real-world examples from leading banks
• Key metrics to measure success

Whether you’re looking to deepen customer relationships or lead the next wave of innovation in banking, this guide offers a fresh perspective—and a proven strategy.

Download out whitepaper to explore how Strands can help your institution unlock the full potential of customer engagement.