Financial Modeling

Enhance Financial Clarity with TrueLoyal's Expert Financial Modeling

Start improving your loyalty program’s financial performance today with TrueLoyal’s expert financial modeling

Understanding financial modeling

Understanding financial modeling for loyalty programs

Comprehensive P&L Forecast

Receive a detailed three-year Profit and Loss forecast to project your loyalty program's financial performance.

In-Depth Financial Analysis

Our model provides a thorough analysis of acquisition costs, point accrual, redemption patterns, and operational expenses.

Plan for Financial Success

Use these critical insights to effectively plan, optimize, and ensure the long-term profitability of your program.

Industry challenges

Overcoming financial challenges in loyalty programs

Financial Uncertainty

Forecasting financial impact is challenging due to fluctuating markets and unpredictable customer behavior.

Complex Assumptions

Managing assumptions on customer behavior, redemption rates, and program costs can be daunting for any team.

Resource Constraints

Many businesses lack the resources to conduct in-depth program analysis to understand implementation and operational costs.

Future Planning

Accurate financial models are essential for developing solid, actionable plans for the future of your loyalty program.

The TrueLoyal solution

Customized financial modeling for loyalty program success

Our experts build custom 3-year P&L forecasts by analyzing key metrics like customer lifetime value, churn rates, and redemption patterns.
TrueLoyal's financial models are dynamic, using advanced analytics for real-time adjustments to ensure your forecast remains current and responsive.
Our forecasting process considers various uplift scenarios, market trends, and economic conditions to ensure the model is comprehensive and adaptable.

From data chaos to financial clarity

Our streamlined process ensures clarity and precision in financial modeling for your loyalty program.

Step 1

Data Collection

We’ll compile the data so you have a complete picture of your loyalty program.

Step 2

Model Development

We build a tailored financial model, factoring in your program's unique tiers and rewards.

Step 3

Client Review

We collaborate with you to review the model, ensuring it meets your specific requirements.

Step 4

Finalization

We refine the model based on your feedback, ensuring its accuracy for your program.

Step 5

Ongoing Support

We offer ongoing support for your program's future financial modeling and commercial planning.

The TrueLoyal advantage

Program Design & Strategy

Expert guidance for optimal loyalty program success.

eCommerce & Multi-channel Flexibility

Flexible solutions, multiple program types, AI-driven promotions & gamification.

Offline Customer Data & Incentives

Connect the omni-channel dots between customers’ online and in-store behaviors.

Personalized Engagement

Advanced data and segmentation engine for hyper-personalized omni-channel experiences.

Real-Time Visualization

Visualize key metrics data instantly for informed decisions and ROI tracking.

Enterprise-grade

Secure, scalable, data compliant - premium services and dedicated support.

Custom Solutions for Every Need

Data & Analytics

We transform raw loyalty program data into actionable insights, driving smarter business decisions for your company.

Loyalty Impact Analysis

Our detailed analysis helps you evaluate the true impact of your loyalty programs on your business.

Strategic Consulting

Our experts provide guidance to inform your strategic decisions and help you achieve your loyalty program goals.

Transforming loyalty with real results

Learn how leading consumer brands achieve maximum ROI with TrueLoyal

77%

Increase in Customer Retention

22%

Increase in Customer Lifetime Value

57%

Increase in Repeat Revenue Per Member

132%

Net Promoter Score Improvement

Food & beverage

77% Increase in Customer Retention

“We achieved a 77% increase in customer retention. The results were amazing!”

Bryan Pergakis

Digital Marketing | Jelly Belly

Beauty & Cosmetics

57% Increase in Repeat Revenue Per Member

“We wanted to unlock the true potential of our growing customer base. Our first goal was to deliver a seamless customer experience, and we love the strategic consultation offered by TrueLoyal throughout this journey.”

Annette Berg

Director of Customer Experience | Defenage

Retail Footwear

25% Increase in average order value

“The loyalty program helped us create stronger customer engagement and we have seen the average order value increase by 25.29%”

Pia Shah

Marketing Analyst | Stride Rite

Automotive & Aftermarket

154% Increased repeat purchase revenue

“Our customers are more loyal because we can engage with them better through the Loyalty Rewards Program. Every part of the loyalty program was designed carefully to achieve maximum results. The loyalty program has helped us boost our repeat purchase revenues by 154%.”

Sandy Crespo-Mossi

Operations Manager | Oracle Lighting