Skip to main content

Loyalty Program Finance

Financial loyalty program management and rewards processing

Complexity: Moderate | Duration: 15-30m | Category: Industry/Financial Services

Tags: loyalty rewards program customer

Workflow Diagram​

Steps​

Step 1: Track activity​

Agent: loyalty

analyst - Monitor qualifying transactions

Step 2: Calculate points​

Agent: loyalty

analyst - Apply earning rules

Step 3: Update balances​

Agent: loyalty

analyst - Credit point accounts

Step 4: Process redemptions​

Agent: loyalty

analyst - Handle reward requests

Step 5: Fulfill rewards​

Agent: operations

analyst - Deliver redemption

Step 6: Report program​

Agent: loyalty

analyst - Summarize performance

Step 7: Adjust rules​

Agent: loyalty

analyst - Optimize program

Usage​

To execute this workflow:

/workflow industry/financial-services/loyalty-program-finance.workflow

See other workflows in this category for related automation patterns.