Success story: pension plan

Now, pension plans can offer much more to their customers! More than a future guarantee, customers can access short-term benefits.

There are no limits to creativity, especially when it comes to attracting new customers and delighting current ones. Therefore, Smartbis offers a customizable plan that embraces all the challenges of your area.

CAPEF is an exemplary success story that built a loyalty program with Smartbis, called Parceria Premiada. Understand how this company managed to make loyalty even more interesting.

Loyalty program

The main strategy of this program is accumulating points. Points are given as the customer accesses simulators, events, courses, and information.

The points can be checked at the user login, with simple access. With this, they access a statement with details of each point they have earned.

By accumulating points, they can redeem offers and exchange balances for rewards, ranging from t-shirts to online courses. The rewards and the number of points required for each are visible on the loyalty program access screen.

Important details

It is still uncommon for loyalty programs to be offered in pensions. Therefore, it is extremely important to keep the company's identity present.

A visual explanation, through video, facilitates customers' understanding and increases their desire to participate. A loyalty program should be simple for the audience, without barriers.

The loyalty program does not advertise itself, it is necessary to do marketing work with it so that the public builds interest. A good promotion on social media, announcing news, makes a difference in public engagement with the program.



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