Next-Gen AI Agents from Exchange Solutions Set New Standard for Loyalty Intelligence
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New capabilities extend the company's industry-first AI leadership with marketer-focused AI agents across personalization, analytics, audience discovery, and competitive intelligence.
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BOSTON — Exchange Solutions, a leading provider of personalized loyalty solutions, today announced the expansion of its AI capabilities rounding out a comprehensive suite of AI agents purpose-built to increase marketer efficiency, optimize personalization, and sharpen decision-making. This second-phase rollout follows the company's industry-first generative AI feature enablement launched last year.
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Exchange Solutions' newly launched AI agents unleash virtually unlimited capacity and instant intelligence, redefining what's possible for marketers. By delivering real-time analytics and actionable insights on demand, these agents supercharge loyalty and promotional program performance, empowering teams to do more with less and drive maximum ROI without limits.
The expanded suite of AI agents includes:
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Analytics Agent
The Analytics Agent leverages generative AI to create and explain complex member metrics such as recency-frequency-monetary (RFM) scores, churn risk, and propensity indicators. Beyond surface-level data, this agent provides contextual narratives around each score, translating raw data into business-ready insights. The agent also recommends strategic next steps like which segments to prioritize or where to adjust engagement tactics, empowering marketers to take immediate, informed action without waiting on analyst resources.
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Insights Agent
The Insights Agent uses generative AI to proactively surface meaningful trends, anomalies, and optimization opportunities hidden within loyalty program data. Tailored to each user's role and priorities, the agent delivers timely, relevant observations that highlight performance gaps or emerging patterns; helping teams make confident, data-driven decisions faster. Whether flagging unexpected shifts in member behavior or uncovering underperforming segments, the Insights Agent keeps decision-makers focused on what truly moves the needle.
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These new agents are in addition to existing agents launched last year:
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Offer Agent: Automates and personalizes offer targeting using machine learning and LLMs to optimize for relevancy, profitability, and churn risk.
Audience Agent: Uses generative AI and NLP to empower non-technical users to identify and build advanced audience segments for higher promotional impact.
Support Agent: Delivers real-time, AI-driven assistance across the platform, reducing training time and dependency on documentation.
Our phase three launch, set to deploy later in 2025 includes:
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Market Intelligence Agent: Gathers and interprets loyalty strategies and promotional moves from competitors to help sharpen program positioning.
Voice-of-Member Agent: Captures and interprets real-time member sentiment and feedback to guide loyalty program design and CX improvements.
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'Our clients continue to ask for smarter, faster ways to act on their data,' said Mike Hughes, CEO at Exchange Solutions. 'With this next phase of AI innovation, we're answering that call by embedding intelligent agents directly into the loyalty platform to enable marketers to operate more strategically, with real-time insights and automated guidance at their fingertips.'
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This expanded suite of AI agents is available as part of Exchange Solutions' modular loyalty platform, allowing brands to adopt AI-powered capabilities at their own pace, aligned to their existing program goals and technology stack.
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Exchange Solutions is a cloud-based loyalty platform management company that delivers personalized loyalty solutions to B2C and B2B businesses, enabling them to build deeper and more profitable engagement with their customers. With more than 25 years of experience in the industry, Exchange Solutions transforms loyalty programs and promotions from being costly applications to productive and profitable capabilities for clients across various industries in the US and Canada. Current clients include retailers such as Esso™ and Mobil™, Sobeys Inc., McKesson, Indochino, Suncor, Foot Locker and Bealls Inc.
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