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GloriFi Experience
The Gamified Loyalty Program
GloriFi Experience
Outline Presentation . Oct, 8th 21
Goal
Financial products can be perceived as a necessary evil for a lot of Americans. It should not.
GloriFi Experience exists to help our clients to reach financial goals, as to reward their loyalty, through a gamified experience.
By also providing a competition component to the equation, our clients are also stimulated to get a step ahead on their GloriFi Experience journey.
Points & Status
Points and status-based loyalty programs are well-known and well-accepted systems.
(Points can be paired as cashback too)
GloriFi brings them with special twists:
- A Game that helps your financial life;
- Missions to reach Milestones;
- Status that celebrates your evolution;
- Benchmarking with others (same client's segment)
What you gain
Use point to:
- Upgrade products;
- Exchange for physical products & experiences (like travel, restaurant, etc);
Unlock benefits by the Status reached:
- Discounts & better rates
- Special Support Channel
- Other IRL benefits & experiences.
Possibilities
What you gain
Use point to:
- Upgrade products;
- Exchange for physical products & experiences (like travel, restaurant, etc);
Unlock benefits by the Status reached:
- Discounts & better rates
- Special Support Channel
- Other IRL benefits.
Possibilities
How you get
- You get points by completing tasks (acquiring, upgrading, cross-selling/upselling, referring users, etc)
- You get badges and extra points by fulfilling special missions (a group of tasks)
- By accumulating certain quantities of points, you reach special GloriFi Status.
Tasks & Missions
Some qualified actions in GloriFi and its products, generate points, called Tasks
And Missions are groups of related Tasks that leads the user to reach a milestone, like:
- e.g. Task: "Complete your account"
- e.g. Mission: "Welcome Badge = 5 tasks: Open account, complete your account, etc."
To start, the tasks and missions are divided into 4 Groups:
- Profile
- e.g.:KYC, Referral, etc
- Insurance Group
- Banking Group
- Mortgage Group
*New missions and tasks should be added constantly.
By completing the Missions, you collect Badges and get extra points for that.
Accumulated points, during a certain amount of time, lead to Status' upgrades.
Badges' examples:
- "Welcome" (Profile)
- "I'm safe" (Insurance)
- "#1 Saver" (Banking)
- "Sweet Home" (Mortgage)
Status examples:
- Silver
- Gold
- Diamond
Badges & Status
The GloriFi Experience also brings the possibility to benchmark your progress to other clients progress.
Possibilities:
- Comparing your points and badges collection to other members (by %)
- W/same status
- in the same group/demog.
- Totality of users
Benchmarking
- When a status is reached, their benefits are applied automatically (discounts, rates, special support channel, etc).
- Gifts, by reaching a status, can also be sent to the client.
- In the Program's Page (in the platform):
- Points can be exchanged by products/experiences and
- Some Status benefits can be "activated" without using points (e.g.: discount in a restaurant)
How you use it
GloriFi Experience
The Gamified Loyalty Program
Helping you to reach your dreams
GloriFi Experience
By Werkbund
