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Present personalized offers by understanding customer needs

At Perx, we revolutionize the digital banking experience by seamlessly integrating personalized rewards into our app, thereby enticing users with exclusive offers tailored to their financial goals and spending patterns

Amrith G, SVP | Marketing & Customer Analytics

Journey Popularity Index: 

The Rationale

By tailoring offers to individual preferences and needs, businesses can establish stronger connections with their customers, fostering a sense of exclusivity and personalization.

The Benefits

This approach not only improves customer satisfaction but also increases the likelihood of repeat purchases, brand loyalty, and positive word-of-mouth recommendation

Ideally Suited For

Industry: Industry: Banking, Telecom
Customer base: > 100k customer base
Mobile app: Not Required
Existing Loyalty program: Not a must

Key Performance Indicators

Acquire and onboard customers

User Search

Jolene is in need of a new credit card and searches for best offers


In-market Audience Targeting

As Jolene is in-market for buying a credit card, she sees a Perx-powered ad for a quick survey to collect details on her spending habits in return for a reward


Customer Action 1: Survey Completion

Enticed by the reward, Jolene proceeds to fill up the survey and shares details like her annual income, spending habits etc


Instant Reward for Customer Action

After filling the survey, Jolene receives a Perx-powered SMS with a link for her reward


Personalized Offer Presented to User

Because of preferences captured in the survey, Jolene is now part of an audience that receives a new personalized credit card offer from Prospera Bank


Customer Action 2: Credit Card Application

As the offer is tailored to Jolene's preferences, she immediately sees value in the credit card offer and proceeds to apply for the same



Nudge for Using New Card

Once her application has been approved and she receives her card, Jolene also receives a Perx-powered SMS nudging her to use her card for a purchase


Customer Action:
First Transaction on Card

Excited by a reward, Jolene makes her next online payment using her new Prospera card


Instant Gratification through Gamified Reward Experience

After the transaction, Jolene receives an SMS with her reward. On clicking the link, Jolene lands on a gamified reward tailored via a digital pinata. By tapping on the screen and breaking the pinata, she saves the reward in her digital wallet



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