Solutions by Industry

Banks and Fintech: Turn Your Points and Miles into More Active Customers

Data4Sales is the Customer Data Platform for banks and fintech companies: it brings together redemptions, transactions, member categories, and the behavior of each customer in your rewards program. You’ll know who accumulates points but doesn’t redeem them, whose points are about to expire, and which rewards keep them coming back—and you can trigger these actions via email and WhatsApp with measurable results.

Schedule a demo See how it works

Customer Data · BenefitsToday's Data

Rewards ProgramRewards StoreTransactionsAppCampaignsWhatsApp

María P.Platinum Member · Redemption Participant

Balance48,500 points

Due12,000 in 30 days

Redeem atTechnology · Travel

Orbis Copilot:María has 12,000 points that will expire in 30 days, and she always redeems them for tech products.

Challenges to OvercomeOrbis Audiences · Updated daily

9.800

María, you have 12,000 points that expire on the 30th. With them, you can get these headphones for free.

EmailWhatsAppApp

Combined Data6 sources, 1 partnerPoints, redemptions, and transactions

Member ProfileMaría P.Platinum · 48,500 points

Orbis CopilotPoints to Earn12,000 in 30 days

Orbis Audiences9,800 membersWith points to be earned

ActivationSuggested RedemptionEmail, WhatsApp, and app

Challenges Facing Banks and Fintech Companies

What Holds Back Benefit Programs

Challenge 1

Unused points

Many members accumulate points but don't redeem them: their balance grows, their connection to the program weakens, and the program loses value.

With Data4Sales: partner audiences that accumulate points but don't redeem them.

Challenge 2

The Same Benefit for Everyone

The catalog is communicated to the entire membership base in the same way, regardless of which categories each member uses for redemption or purchases.

With Data4Sales: redemption recommendations based on your preferences.

Challenge 3

It's difficult to measure the impact

We know how many redemptions there were, but not which campaign generated them or what benefit drives each segment.

With Data4Sales: results measured by campaign and by segment.

Use Cases

What Banks and Fintech Companies Do with Data4Sales

Reactivate Inactive Members

Re-engage those who aren't using the program.

Avoiding Due Dates

Make sure to use each point before it expires.

Pre-sales and Experiences

Exclusive benefits by membership tier.

Campaigns by Category

Benefits based on each customer's spending.

Category Upgrade

Help each member advance to the next level.

Benefits with Partners

Target each deal to the audience that will use it the most.

Success stories

Brands Across Latin America That Are Already Boosting Sales With Their Data

View all cases

Technology · UruguaySTIENDA+134% repeat purchases in MayHow STIENDA (Samsung Uruguay) Turned Automation into RevenueView case study

Fashion · Argentina47 Street1.9x omnichannel customer value100 stores in a single conversationView case study

Coffee · ChileMarley Coffee15.9% conversion rateHow Brand Recognition Led to ProfitabilityView case study

Fashion · UruguayFORUS+46% in revenueGreater customer retention with WhatsApp as the leading channelView case study

Supermarkets · UruguayTaTa+10% increase in reactivated customersHow TaTa Reactivated and Built Loyalty Among Inactive Customers Using WhatsAppView case study

Retail · MexicoNational Monte de Piedad1:1 WhatsApp campaignsPredictive segmentation for sales eventsView case study

Beauty · ChileSally Beauty+46% in revenue during CYBERIts inactive customer base translated into a 46% increase in revenueView case study

Fashion · ChileGiani Dafirenze+17% conversion rateTheir anniversary, turned into a sales powerhouseView case study

Pets · ChilePawal50% increase in salesReactivation, repeat purchases, and new customer acquisition with WhatsAppView case study

Beauty · UruguayThe Chemist Look+52% open rateCustomer segmentation as your best routineView case study

Fashion · ColombiaUndergold70% off Meta AdsUp to 70% lower cost on Meta Ads without losing impactView case study

The platform

Data, Marketing, and Support Brought Together by Orbis

DataCustomer Data PlatformAll your customers in a 360° profile

DataOrbis CopilotAsk your data and make decisions in seconds

MarketingOrbis AudiencesPrecise Audiences in Seconds

MarketingOrbis CreativeA message for every customer

MarketingWorkflowsAutomated workflows for every stage

SupportOrbis SupportAI-Powered Support with Full Context

Frequently Asked Questions

Data4Sales for Banks and Fintech Companies

Questions that bank and fintech teams typically ask us before we get started.

Does Data4Sales work with loyalty programs and frequent flyer programs?

Yes. Data4Sales integrates the points or miles program, the rewards store, and transactions into a single member profile; creates audiences based on balance, expiration dates, and preferences; and launches campaigns via email, WhatsApp, and the app.

Can I notify members before their points expire?

Yes. A workflow notifies each member before the expiration date, showing their balance and suggested redemptions based on their usual choices.

How is the impact of each benefit measured?

Each campaign and workflow has its own redeemed rewards, purchases, and points used, broken down by segment and channel.

Can you run pre-sales using redemption codes?

Yes. Campaigns and workflows can include redemption codes for presales and exclusive experiences, and track how many members used them.

What does Data4Sales' AI do in a benefits program?

Orbis Copilot analyzes redemption programs and partners, Orbis Audiences builds audiences in seconds, Orbis Creative creates messages for each partner, and Orbis Support answers inquiries 24/7.