Personalised at Scale — Free ebook by Perx Technologies

Personalised
at Scale

How Agentic AI Is Redefining Customer Engagement in Financial Services

Your customers leave signals in every transaction, every app interaction, every moment they engage or pull away. This white paper explains how agentic AI turns those signals into individual, real-time engagement decisions — for every customer simultaneously, at the scale of millions.

Published by Perx Technologies — based on live deployment data from enterprise clients across 30+ markets in APAC and beyond.

Key Findings From Live Deployments

Published by Perx Technologies — based on live deployment data from enterprise clients across 30+ markets in APAC and beyond.

70–90%

Activation journey completion rates on agentic-led onboarding

2–12×

Monthly active user increase vs baseline

8–21×

Return on engagement investment

0.6–2.1%

Reward cost as % of total transaction value driven

$2.9B

Topline impact across Perx client portfolio (last year)

30+

Markets represented in live deployment data

Inside This ebook

A practical guide for growth, marketing, and product leaders in financial services.

Chapter 1 — Why personalisation at scale has been structurally out of reach

The three limits of segment-based, scheduled campaign approaches — and why most institutions have already hit the ceiling. Segments are not individuals. Scheduled campaigns miss the moment. Rules-based systems stagnate over time as customer behaviour evolves.

Chapter 2 — How agentic AI actually works: the Detect, Decide, Act, Optimise loop

The four-stage execution loop explained plainly, with no hype and no jargon. Detect monitors behavioural signals in real time. Decide determines the optimal action for this specific customer at this specific moment — not this segment. Act fires the personalised engagement through the right channel at the right time. Optimise observes the outcome and adjusts the next decision continuously.

Chapter 3 — Which behavioural signals matter most

The five signal types that power individual-level engagement decisions — and how to build the intelligence layer that makes precision personalisation operationally viable.

Transactional — real-time spend data revealing what customers buy, how often, and where
Engagement — app navigation depth showing who is genuinely interested vs. passively present
Lifecycle — trajectory signals identifying customers accelerating, plateauing, or drifting toward churn
Redemption — reward selection patterns as a precise, survey-free map of individual preference
Event — time-sensitive moments (salary credit, loan repayment) creating brief windows of elevated receptivity

Chapter 4 — The human-in-the-loop imperative in regulated industries

Why the most effective agentic deployments pair machine execution with human governance — and where that line sits in practice. Covers five governance domains: strategy and objective ownership, rule configuration, anomaly review, insight interpretation, and regulatory accountability. Every automated action in a human-in-the-loop architecture traces back to a human-approved rule — providing the auditability that financial services regulators require.

Chapter 5 — Real outcomes from live deployments

Benchmarks drawn from enterprises across more than 30 markets, including MAU growth, activation rates, ROI, reward cost efficiency, and a $2.9B topline impact across the Perx client portfolio in the last year alone.

Who Should Read This

Chief Marketing Officers

Connect engagement investment to measurable revenue outcomes with a framework grounded in live deployment data across 30+ markets.

Chief Digital Officers

Evaluate AI-powered engagement infrastructure that operates within the governance requirements of regulated financial services environments.

Heads of Loyalty and CRM

Move beyond static rules and scheduled campaigns to continuous, individually timed engagement at the scale of millions — without expanding the team.

Product and Growth Leaders

Improve activation completion rates from the industry average of 28–42% to the 70–90% range achieved by agentic-led onboarding journeys.

Download the ebook

Get the full frameworks, signal intelligence guide, human-in-the-loop governance model, and live deployment benchmarks. Free for financial services leaders.

Frequently Asked Questions

What is agentic AI in customer engagement?

Agentic AI refers to AI systems that do not simply analyse or recommend — they act. An agent perceives a behavioural signal, makes a decision, executes an engagement action, observes the outcome, and adjusts. This loop runs continuously, across the entire customer base, simultaneously — enabling genuine personalisation at the scale of millions without manual intervention.

What ROI can banks and financial institutions expect from agentic AI loyalty platforms?

Based on live deployments across 30+ markets, Perx-powered agentic engagement has delivered 8–21x ROI on engagement investment, 2–12x monthly active user increases, and reward costs held to 0.6–2.1% of total transaction value — reflecting the precision that real-time signal data makes possible.

How does the Detect-Decide-Act-Optimise loop work?

The four-stage loop is the operational core of agentic engagement. Detect monitors behavioural signals in real time. Decide determines the optimal action for this specific customer at this moment — not this segment. Act fires the personalised engagement through the right channel at the right time. Optimise observes the outcome and adjusts the next decision accordingly. This cycle runs continuously for every customer simultaneously.

Why is human-in-the-loop AI essential in financial services?

In regulated industries, every automated action must trace back to a human-approved rule. Human oversight governs strategy, rule configuration, anomaly review, and regulatory accountability — making the system both more effective and auditable. Institutions operating with robust human governance have maintained reward cost efficiency at 0.6–2.1% of transaction value precisely because agent behaviour boundaries are clearly defined.

What activation rates are achievable with AI-powered customer onboarding in banking?

Traditional static onboarding flows average 28–42% completion. Agentic-led activation journeys — which respond to individual behaviour in real time and adjust dynamically — have reached 70–90% completion rates across Perx deployments. This is a structural improvement driven by timing precision and individual signal matching, not campaign design alone.

Which behavioural signals matter most for AI-powered personalisation in financial services?

The five most valuable signal types are: Transactional (spend patterns, frequency, merchant category), Engagement (app navigation depth, feature exploration), Lifecycle (trajectory — accelerating, plateauing, or drifting toward churn), Redemption (reward selection and speed as a preference map), and Event (salary credit, loan repayment, first international transaction — time-sensitive windows of elevated receptivity).

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The Loyalty Reset: Building Emotional Connections in 2026

The Loyalty Reset: Why Emotional Connections are the New Currency of 2026

In a world where consumers are inundated with “digital coupon books” and endless point tallies, brand loyalty is facing a silent crisis. Enrollment in loyalty programs is at an all-time high, yet actual engagement is stagnant. Why? Because most programs are transactional – they focus on what a customer spends, not how a customer feels.

In our recent webinar, The Loyalty Roundtable, we explored how industry leaders like Peter Redan Ramires – Head of Loyalty Program, Globe Philippines, and Rachel Freeman – Chief Growth Officer, GoTyme, are using behavioral science and the Octalysis Framework to move from transactional friction to emotional connection.

Beyond the Points: The Rise of the Goken Zone

A standout example of this shift is Globe’s Goken Zone. As seen in their recent launch, Globe has transformed the mundane task of checking a mobile balance into a high-energy, gamified experience.

Instead of just “earning points,” users collect Gokens – exclusive game tokens that unlock a playground of interaction within the GlobeOne app. From the “Wheel You Win” spinner to the fast-paced “Happy Tappy” challenges, Globe isn’t just rewarding spend; they are rewarding participation. The Results Speak for Themselves:

The Results Speak for Themselves:

20 Million Game Plays: Proving that customers crave interaction over passive accumulation.
1.7 Million Unique Players: A massive scale of engagement in a competitive telco market.
Emotional ROI: By using the Octalysis core drives – like Accomlishment and Empowerment – Globe has turned a utility app into a daily habit.

High-Tech Meets High-Touch: The GoTyme Edge

While Globe scales through gamification, GoTyme Bank is proving that emotional loyalty also requires a human anchor. With an industry-leading NPS of 76 , GoTyme balances “Phygital” kiosks with a “No Chatbots” promise. It’s a reminder that in 2026, hyper-personalization isn’t just about data – it’s about making the customer feel seen and valued in real-time.

The "Soul" of Loyalty: Handprint and the Purpose Pivot

If Perx provides the “engine” for engagement, Handprint provides the “soul.” One of the most provocative takeaways from co-host Simon JD Schillebeeckx (Handprint) was that loyalty fails when it lacks Epic Meaning – the first core drive of Octalysis.

Handprint introduces a values and impact layer that transforms loyalty from a business expense into a shared mission.

Impact as Currency: Imagine if every time you paid a bill or saved money, a “micro-contribution” was made to a cause you actually care about—like ocean plastic recovery or reforestation.
Beyond CSR: This isn’t a hidden corporate social responsibility report. This is participation. Handprint allows brands to embed real-world impact directly into the customer journey.
The ROI of Values: With over 50% of customers willing to switch brands to find one that aligns with their values, Handprint turns “doing good” into a hard-nosed retention strategy. It creates a sense of pride and “shareability” that a 5% discount coupon simply cannot match.

The Perx Take: What’s Next?

As we look toward 2026, the “Loyalty Reset” will be complete. Loyalty won’t be a separate tab in your app; it will be the invisible heartbeat of the customer journey. At Perx, we see a future where gamified journeys and shared values (powered by partners like Handprint) turn every transaction into a “win,” building a brand relationship that sticks because it’s meaningful, not just because it’s discounted.

Ready to move beyond “digital coupon books” and start building a loyalty engine that actually drives your bottom line? See how Perx and Handprint can help you orchestrate hyper-personalized, values-led journeys that turn passive users into lifelong fans. Don’t let your loyalty program be a cost center in 2026 – turn it into your most powerful growth lever.

Click here to request a personalized demo and start your Loyalty Reset today.

The Loyalty Roundtable: Q&A Highlights

We’ve compiled the most-asked questions from our live session to help you navigate your own loyalty journey.

Q: How do you identify which behaviors actually drive long-term value before designing incentives?

Peter Ramirez (Globe): We focus on Customer Lifetime Value (CLV) as our North Star. We look at the difference between an “engaged” and “unengaged” customer. Usually, the engaged customer doesn’t just spend more; they have higher survivability (retention) and a significantly higher NPS. We design incentives that drive the specific behaviors – like app opens or mission completions – that lead to that survivability.

Q: What is the actual implementation time for a 360-degree loyalty platform?

Simon Schillebeeckx (Handprint): It depends on your legacy tech. In Tier 1 banks, it can take 2+ years, but with agile orchestration layers (like Perx), you can get a “v1” learning platform live much faster to start beta-testing your assumptions before a full-scale rollout.

Q: With AI at its peak, how does a “Human Touch” strategy stay relevant?

Rachel Freeman (GoTyme): AI is great for speed, but in markets where financial anxiety is high, a “Personal Banker” (a real human) is the ultimate emotional anchor. It’s about using tech to manage data so humans can focus on the relationship.

Frequently Asked Questions

What is a 360-degree engagement program in loyalty?

A 360-degree engagement program goes beyond “earn and burn” points. It integrates gamification, real-time personalization, and shared values (sustainability/impact) to engage customers at every touchpoint of their lifestyle, creating a holistic emotional connection with the brand.

How does the Octalysis Framework improve loyalty ROI?

The Octalysis Framework uses eight core drives of human motivation (such as Social Influence, Scarcity, and Ownership) to design journeys that are naturally engaging. By appealing to these drives, brands increase “sticky” behaviors and app retention, leading to higher CLTV and better ROI compared to traditional discount-heavy programs.

Can gamification work for non-digital-native customers?

Yes. Successful gamification (as seen with GoTyme’s “High-Tech Meets High-Touch” model) focuses on simplicity and instant gratification. When paired with physical touchpoints like kiosks or retail ambassadors, gamified rewards become accessible to all age groups and tech levels.

Is emotional loyalty better than transactional loyalty?

Transactional loyalty (discounts/points) is easily replicated by competitors. Emotional loyalty is a competitive moat; it’s built on trust, habits, and shared values, making customers less likely to switch even if a competitor offers a lower price.

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Beyond the Points: How Gamified Banking Loyalty Wins

Beyond the Points: How Gamified Banking Loyalty is Rewriting the Rules

At The Loyalty Roundtable, hosted by Perx Technologies and Strands, leaders from Capitec Bank, Novo Banco, Strands, and Perx unpacked how gamified, data-driven engagement is turning everyday transactions into moments of lasting value.

Here’s a recap of all that was discussed.

From Transactions to Behavior-Led Engagement: Top of wallet and Top of mind

Banks like Capitec and Novo Banco are proving that loyalty isn’t about rewarding what customers spend, it’s about reinforcing what they do. Capitec’s Live Better programme now reaches over 25 million customers, built on simple, behavior-based journeys that reward actions like saving or paying on time, not just earning and burning points.

Data-Powered Personalization at Scale: Hyper-personalized Journeys are the Future of Loyalty

The roundtable revealed one constant: relevance drives retention. Banks are moving from segmentation to real-time personalization, using predictive analytics to deliver the right nudge at the right moment. When each campaign aligns to a customer’s life stage or need, loyalty stops feeling like marketing and starts feeling human.

Explore: The Loyalty Upgrade: Why AI and Gamification Are a Bank’s New Best Friend

Loyalty as a Growth Engine: Becoming Deeply Human is Key

Loyalty isn’t about badges or points — it’s about intrinsic motivation. Perx’s Elia Wenger described it best: “It’s the emotional trigger that turns intent into habit.” Whether it’s progress bars, milestone unlocks, or surprise rewards, the goal is to transform engagement from a transaction into a feedback loop that customers want to repeat.

Key Poll Insights from the Roundtable

58 % of attendees said their loyalty programs are still transactional, exploring change.
63 % cited personalized experiences as the biggest engagement driver.
Only 15 % described their programs as fully behavior-driven.

The takeaway? The shift to gamified, behavior-led loyalty is already underway – but few have mastered it yet.

Capitec and Novo Banco share firsthand how they use data, gamification, and behavioral design to build loyalty that lasts. See how engagement can move beyond the points and fuel measurable growth.

Q&A Highlights from The Loyalty Roundtable

Q1. Did you start with a pilot program before scaling your loyalty system

Yes. Capitec began by identifying its most highly engaged and active clients before rolling out to the wider base. Once the pilot proved successful, the team scaled rapidly — from 500,000 to 25 million customers within four months. The key learning? Segmentation is critical. Understanding each customer group’s needs, life stage, and motivations allows you to tailor behavioral journeys that feel personal and drive the strongest results.

Q2. What were the biggest challenges in integrating gamification into your customer journeys?

The main challenge wasn’t technical — it was cultural. Traditional banking engagement models were built on compliance and transactions, not play or participation. The biggest hurdle was shifting internal mindsets to view gamification as a behavioral design tool, not a gimmick. Once teams understood that mechanics like progress, milestones, and instant feedback could reinforce financial wellness, not trivialize it, adoption accelerated. Success came from embedding gamification within meaningful contexts — savings goals, bill payments, or responsible credit use — rather than treating it as a standalone feature.

Q3. How do you keep loyalty experiences fresh without overwhelming customers with too many campaigns?

Relevance over volume is key. Each campaign is designed for a specific behavior and audience segment. When the right customer receives the right nudge at the right time, it feels personal, not pushy. Keeping campaigns simple and intuitive also helps avoid fatigue. Overly complex tiered systems create friction; clear, one-action-one-reward journeys maintain excitement without confusion. Continuous testing ensures each cohort’s ideal frequency is respected — some respond best to monthly engagement, others to daily prompts.

Q4. Beyond transaction volume, what metrics best capture whether a loyalty program is truly changing behavior?

Engagement depth is a stronger indicator than spend alone. Capitec and Novo Banco track:

Daily active interactions per user
Campaign participation rates
Total rewards issued and redemption frequency

Each campaign also has bespoke KPIs aligned to its intended behavior change — whether that’s driving savings deposits, digital adoption, or cross-product usage.

Q5. What’s the ideal customer journey for those who don’t frequently use the digital app?

Both banks emphasized the need for omnichannel continuity. While most customers are now digitally active, a significant segment still values branch-based or assisted interactions. The strategy is to meet customers where they are — combining digital journeys with human-touch communication. Assisted digital tools, contextual messaging, and branch-level education help transition less-active users gradually into self-service channels. The goal isn’t to force digital adoption but to design flexible engagement paths that respect each customer’s comfort level.

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Boost Customer Loyalty with Gamification in 2026 | Free eBook

Game On!
Mission Loyalty

Launch Engagement
Strategies to New
Heights in 2026 with
Gamification

In this exclusive eBook, we break down why gamification is the future of customer engagement and how leading brands are using it to:

Customer expectations in 2026 are evolving faster than ever. Traditional loyalty programs are losing effectiveness, while digital-savvy consumers demand personalized, immersive, and rewarding experiences. Enter Gamified Campaigns – the proven strategy brands across industries use to create deep customer connections and drive real business impact.

Power Up Your Loyalty Strategy - Get the eBook Now!

Simply fill out the form, and we'll send it straight to your inbox!

Turning Transactions into Adventures: How Strands & Perx Drive Gamified Banking Journeys

In today’s digital-first world, capturing and sustaining customer attention is more challenging than ever. Financial institutions are finding innovative ways to engage users, with gamification emerging as a powerful tool to enhance customer loyalty and financial wellness. In partnership with our partners, Strands, we recently hosted an engaging webinar exploring how gamified experiences can elevate financial interactions, encouraging users to build healthy financial habits.

If you missed the session or would like to revisit key insights, we’re excited to share the webinar recording below. Dive in to discover how gamification, combined with actionable financial insights, can shape the future of customer engagement.

Key Takeaways from the Webinar

During the session, Strands’ Product Owner, Can Hamaloglu, and Perx Technologies’ Solution Consultant, Elia Wenger, discussed the combined impact of financial insights and gamified actions, covering topics like:

How real-time insights can empower customers to achieve financial goals
Ways gamification can drive lasting engagement and loyalty
Practical examples of how gamified experiences can translate into meaningful, positive financial behaviors

Dive Deeper with Our Whitepaper

For a more comprehensive look into gamification’s potential in financial services, check out our latest whitepaper, “The Power of Gamification in Financial Services.” This resource delves into the best practices, success stories, and data-backed strategies to create compelling gamified experiences that drive results.

Gamification is more than a trend—it’s a strategy that, when combined with data-driven insights, can inspire customers to take action, improve financial habits, and build long-term loyalty. Are you ready to level up your banking experience? Book your demo today.

Live Webinar Interactions

How does Perx keep gamified elements fresh and engaging for users over time?

Perx’s product team actively follows trends, especially beyond the banking sector, to introduce innovative game types regularly—sometimes bi-weekly or monthly. This frequent release schedule is designed to keep users engaged. Additionally, Perx’s gamification tools are highly customizable, allowing teams to modify game visuals, themes, or assets to align with specific events, seasons, or holidays, adding a fresh appeal to campaigns.

Who issues the loyalty points, and how does the bank fit into this process?

The bank is central to managing and issuing loyalty points in collaboration with merchants. Through a network of merchant partners, the bank creates a merchant catalog and loyalty schemes tailored to each partner. The Perx platform supports the bank in defining and setting up these loyalty points, allowing easy configuration of rewards, discounts, and multipliers as part of a cohesive loyalty ecosystem involving both the bank and its merchant partners.

Is gamification applicable to all personal finance management (PFM) features?

Gamification can enhance various PFM features, such as tracking carbon footprint, budgeting, and savings goals. As long as there’s a relevant audience and a concept of measurable progress, Perx can gamify the feature, allowing users to interact in a way that aligns with their goals (like saving or reducing their carbon footprint). This flexibility makes gamification adaptable across different personal finance areas.

How can data analytics and predictions benefit customers and merchants on a mobile money platform?

Data analytics enables hyper-segmentation, identifying unique customer needs and preferences. This information fuels experimentation, allowing for A/B testing and optimized gamified journeys. Predictive insights from analytics can tailor the gamification experience, helping users feel engaged in ways that are personally relevant, enhancing both customer satisfaction and merchant outcomes.

Can loyalty points be used with any merchant?

Loyalty points on the Perx platform offer flexibility, enabling customers to redeem points across various merchants or for specific rewards. Points can be applied for cash back, in-house product discounts, or transferred to other programs like frequent flyer miles. Perx supports point-of-sale (POS) integration, allowing customers to redeem points seamlessly at checkout, enhancing convenience and incentivizing loyalty across different participating merchants.

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Blogs

Turning Transactions Into Adventures

Turning Transactions Into Adventures

Traditional financial institutions often struggle to enhance user engagement in an increasingly competitive landscape. A key reason for this is the lack of customer-centric approaches, leading to fragmented user journeys and diminished brand loyalty.

In this whitepaper, we explore how you can move beyond simple transactional experiences to craft gamified financial journeys tailored to customer interests, offering a “playful banking experience” that is unique, engaging, and rewarding. Strands and Perx join powers to hep you design customer journeys that are engaging and beneficial to the customer’s financial well-being.

Watch video

No Code, No Barrier : Launch without Limits & Bring Ideas to Life for Max Impact

No-Code Builder: Transforming the Way You Innovate

Webinar Recap:
In our recent webinar, we introduced an exciting tool that is set to revolutionize the way businesses approach digital innovation: the Perx’s No-Code Builder. This webinar demonstrated how teams can quickly overcome common roadblocks, such as IT bottlenecks and budget constraints, by using a platform that requires zero coding. Attendees were shown how easily they could create engaging digital experiences, from customer loyalty programs to internal employee engagement apps, using simple drag-and-drop functionality. Real-world examples and live demonstrations highlighted how the platform dramatically speeds up development, empowering teams to launch projects in days instead of months.
Introduction to No-Code Builder
The Perx No-Code Builder is a versatile, intuitive platform that allows non-technical users to bring their ideas to life without the need for complex coding skills. By offering pre-built templates, seamless integration with backend systems, and enterprise scalability, this tool enables businesses to create custom digital experiences efficiently. Whether building web, iOS, or Android applications, Perx’s solution is designed to help organizations deliver innovative products faster, reducing both time-to-market and reliance on traditional IT resources.

Sign me up

for No-Code Builder Early Adopters Program

Say Goodbye to IT Dependencies
The Perx No-Code Builder is perfect for teams in CX, HR, Product management, and other departments looking to deliver powerful digital experiences without relying heavily on IT resources. Traditional development can be slow and costly, but with Perx, you can skip the wait.
As highlighted in the webinar, the No-code builder enables you to focus on creativity and strategy while minimizing technical dependencies. Whether you’re building customer loyalty programs, employee engagement apps, or interactive portals, the Perx No-Code Builder makes it possible to launch projects faster and with greater flexibility.

Unleashing Creativity with No-Code Development
For many teams, creativity can be stifled by the technical challenges of bringing ideas to life. With the Perx No-Code Builder, those challenges become a thing of the past. The platform provides drag-and-drop functionality and ready-to-launch templates that empower you to build personalized digital experiences without the need for coding expertise. During the webinar, we saw examples of how one can launch robust digital solutions, like a VIP customer loyalty program, in a matter of days. This speed to market is invaluable for teams who need to move quickly in today’s fast-paced business environment.
Real-World Success Stories
One of the most impressive aspects of the Perx No-Code Builder is its ability to simplify even complex workflows. During the webinar, we shared how an intern used the platform to build 11 customer journeys in just one week—showcasing just how accessible and user-friendly the platform is. A few standout examples include:

Employee Wellness Challenge: Participate in weekly wellness activities like step challenges, meditation sessions, or virtual fitness classes to promote physical and mental well-being.

Mandatory Training Completion: Complete mandatory compliance and safety training, such as workplace safety protocols, diversity and inclusion courses, or anti-harassment training.

Feedback Surveys: Complete employee satisfaction surveys to provide feedback on workplace culture, leadership, and career development opportunities.

Performance Appraisals: Submit self-assessments and peer reviews as part of the quarterly performance appraisal process to evaluate job performance and set goals.

Internal Referral Program: Participate in the employee referral program by referring potential candidates for open positions, helping the company source talent.

Security Awareness Training: Complete cybersecurity awareness training to recognize phishing attempts, data breaches, and secure work-from-home practices.

Password Update Policy: Update passwords in compliance with company security policies, ensuring the use of complex, unique passwords across all systems.

Device and Software Updates: Ensure all company-issued devices and software are updated with the latest security patches and software versions.

Data Backup Compliance: Ensure regular data backups for company devices (laptops, mobile phones) are completed and verified according to company policy.

System Health Check Reporting: Participate in system health checks by running automated diagnostics and reporting any issues, ensuring that devices are functioning optimally.

With the Perx’s No-Code Builder, the possibilities are endless—limited only by your imagination.
Built for Enterprises, Ready to Scale
The Perx No-Code Builder isn’t just for small projects. It’s built on Flutter, a leading framework that allows you to generate Web, iOS, and Android applications, ensuring scalability for enterprise-level needs. The platform also supports role-based access control, making it ideal for large organizations managing multiple campaigns across different teams. You can easily customize your projects while maintaining control over every stage of the process.
No Coding? No Problem.
You don’t need to be a developer to succeed with the Perx No-Code Builder. The platform is designed for non-technical users, with an intuitive drag-and-drop interface that allows you to build quickly. If you’re familiar with tools like Figma or PowerPoint, you’ll be able to navigate the Perx platform with ease. For those new to no-code development, training resources and a learning management system are available to help you get started.
Ready to Bring Your Ideas to Life?
The Perx No-Code Builder is revolutionizing the way businesses approach digital innovation. Whether you’re looking to build customer-facing apps or streamline internal workflows, this platform empowers you to innovate faster, reduce costs, and deliver impactful digital experiences. The time to embrace no-code development is now. Break free from IT constraints and bring your ideas to life with the Perx No-Code Builder.

Sign-up for the 60-day beta program

Sign-up for the 60-day beta program

Join The
No-Code
Revolution

Sign-up for the
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Live Webinar Interactions

Are there any built-in tools or features for tracking user engagement or app performance within the platform?

Yes, the platform offers an Impact Dashboard that provides analytics on campaign engagement and success. Additionally, the no-code builder integrates with Google Analytics, allowing you to see user behaviors, such as click heat maps and journey analysis. This helps identify areas for front-end improvement based on customer interaction.

What kind of customization options does the platform offer?

The platform supports extensive customization, including brand elements, color schemes, icons, fonts, and page layouts. Advanced features allow users to design on a more granular level, similar to Figma, but tied into the Perx backend for a complete end-to-end app output. This makes the customization capabilities very comprehensive.

Is the no-code builder scalable for large enterprises and more complex digital needs?

Absolutely. The output generated by the no-code builder is based on Flutter, a robust framework that supports iOS, Android, and web applications. This ensures that the platform can meet enterprise standards for large-scale projects and maintain high security standards.

Can web-based applications be supported rather than just mobile apps?

Yes, the no-code builder supports web applications, as well as iOS and Android. The platform allows you to define responsiveness across different screen sizes, from mobile to tablet and full desktop.

What kind of support or training is available for teams completely new to no-code development?

No-code development on this platform doesn’t require coding skills, and the interface is user-friendly with drag-and-drop functionality. Training resources and a learning management system are provided to help new users get up to speed quickly. For advanced needs, initial integration with other systems may require some technical help.

I have no coding experience at all. How long will it take for me to get comfortable using the platform?

The platform is designed to be intuitive, so even those without coding experience can quickly get started. If you’re familiar with basic drag-and-drop tools or applications like PowerPoint or Figma, you should find it easy to learn. There’s also a learning management system available for additional guidance.

If we run over 50 campaigns per month, can partners set up campaigns for us, and can we review before they go live?

Yes, the platform has role-based access control, allowing partners to create campaigns in draft mode. The owner company can then review, approve, or decline the campaigns before they are published, ensuring quality and compliance.

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Blogs

Unveiling the Future of Loyalty Engagement with Perx Orion™

Unveiling the Future of Loyalty Engagement with Perx Orion™

Amrith G.

SVP, Marketing & Customer Analytics | May 31, 2024

Webinar Recap: Unveiling Perx Orion™

On May 30th, Perx unveiled the much-anticipated Perx Orion™, an autonomous loyalty framework designed to revolutionize customer engagement. This webinar provided an in-depth introduction to Perx Orion™ and its groundbreaking features, offering attendees a glimpse into the future of loyalty engagement powered by AI and advanced analytics.

Introduction to Perx Orion™

The webinar kicked-off with a comprehensive introduction to Perx Orion™, highlighting its unique approach to transforming traditional loyalty frameworks. The platform integrates AI, data-driven insights, and creative strategies to deliver personalized and impactful customer experiences. This new framework aims to address the challenges brands face in engaging customers and driving loyalty in today’s fast-paced digital landscape.

Perx eMind™ at a Glance

The session delved into the six core features of Perx eMind™, each designed to enhance different aspects of customer engagement and loyalty management:

Impact Dashboard: This feature offers real-time analytics and insights, enabling brands to maximize campaign success, track ROI, and benchmark performance. The dashboard provides a comprehensive view of customer engagement and loyalty, helping brands make data-driven decisions to improve their strategies.

Conversational Insights: Leveraging natural language processing (NLP), this tool allows users to interact with their data using plain language, simplifying data analysis and enhancing decision-making capabilities. This feature makes it easy for users to fetch insights and analytics without needing technical expertise.

Connect+ Expert: Designed as a comprehensive knowledge resource, Connect+ Expert assists users with product questions, feature explanations, and idea generation. It empowers users to achieve product mastery and better adoption through continuous learning and minimal support intervention.

Spark Ideas: This AI-powered tool automates the generation of campaign concepts and contextual details, significantly reducing the time and effort required for campaign planning and execution. Spark Ideas helps brands streamline their campaign creation process and boost operational efficiency

No-Code CX Builder: An interactive tool within the Connect+ platform, the No-Code CX Builder enables users to create customizable in-app experiences and launch microsites with full Perx loyalty engagement functionalities, all without writing a single line of code. This feature empowers users to design and deploy solutions quickly and efficiently.

Data Security and Privacy

The webinar also addressed concerns about data security and privacy. Perx Technologies assured attendees that the AI-driven insights and recommendations are generated using collective performance data, not personally identifiable information (PII). This approach ensures that customer data remains secure while providing valuable insights to improve engagement and loyalty.

Call to Action

Attendees were encouraged to sign up for the Early Adopters Program, offering 30 days of access to the new features showcased during the webinar. This program allows participants to experience the benefits of Perx Orion™ firsthand and provide feedback to help prioritize future feature launches.

In conclusion, the webinar successfully highlighted the innovative features and benefits of Perx Orion™, demonstrating how it can transform customer loyalty and engagement strategies. The integration of AI, data analytics, and creative solutions positions Perx Orion™ as a game-changer in the loyalty engagement landscape.

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Can the Impact Dashboard be customized based on our individual requirements?

Yes, it can. As a super user, you can slice and dice your data by date, time, and other parameters to suit your needs

Can I set custom date ranges for these reports, or are they fixed to periods like the past 30 days?

Yes, you can set custom date ranges for your reports.

Are industry benchmarks the same for all industries?

Our benchmarks cover all industries relevant to Perx, including large B2C enterprises such as banking, telecom, large retail, FMCG, insurance, fintechs, and B2C apps. If your industry falls outside these categories, we can source specific benchmarks for you.

Can we break down the report if we have multiple merchants?

Yes, you can break down reports by merchants, audience segments, or even white label Perx to give merchants access to their own performance metrics through their login.

How accurate are the results of the conversational insights?

Conversational insights are based on your performance data, presented in an easily understood and visually appealing manner. For predictive insights, accuracy improves with more engagement campaigns. Currently, we observe about 90% accuracy.

How are ROI and Gross Profits calculated? Can I define my own ROI and Profit KPIs?

ROI and Gross Profits are calculated by assigning a dollar value to customer actions driven by engagements and attributing costs to rewards. This allows you to view real-time revenue, costs, and ROI at the campaign level. You can define your own KPIs.

Is it possible to have continuous conversations with the data?

Yes, you can have ongoing conversations, similar to a threaded discussion, for idea generation or strategy brainstorming, much like interacting with a GPT model but tailored to the loyalty engagement ecosystem.

Will more categories be available in the future for the conversation feature?

Absolutely. The model is continuously learning and evolving. The range of conversations and preloaded question suggestions will expand over time.

What sort of data is used by the AI? Is it shared externally? Will other customers have access to our data?

We do not hold any personally identifiable information (PII). No other customer has access to your data. Each customer operates in their own tenancy. Benchmarks are generated by aggregating anonymized performance data across industries.

Is eMind limited to English only? Can I ask questions in Thai?

We support all languages that OpenAI supports.

Can we use or build our own brand templates?

Yes, you can save and use your own templates.

Can I import my own theme and customize it with this tool?

Absolutely. You can import your brand elements, color themes, design elements, and pre-build custom templates for future use.

Does it support importing designs from a UX tool like Figma?

You would need to recreate the site in our builder because it needs to use our widgets, particularly for dynamically loaded data.

Are these templates only for microsites?

We provide pre-created templates for your use, but you can also start with a blank canvas and build from scratch.

Are the prompts entered by one person shared with other super users within the organization and autosaved for future use?

Yes, prompts entered by one user can be shared and saved within the organization, creating a repository for future use.

Is it possible to have a free trial?

Please contact your sales representative to discuss your requirements.

Can we replace the template from here with our custom-built app?

Yes, you can replace the template with your custom-built app, provided it integrates with our system and uses the required widgets.

Does Connect+ show use cases searched by other industry users on the Perx platform?

No, each answer is unique and customized, similar to ChatGPT prompts, ensuring personalized responses.

Is data on the Impact Dashboard updated in real-time?

Yes, the data on the Impact Dashboard is updated in real-time, ensuring you have the most current insights and metrics.

If we don’t want to use the microsite (web only) for our customers, can the template from Perx generate a mobile app, meaning we don’t need to build our native custom app?

Yes, our templates can be adapted for mobile app use, allowing you to offer a seamless experience without the need for a custom-built native app.

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