FINX — Customer Loyalty Consulting for Mid-Size and Enterprise Companies
We understand your business, design your customer journey and implement a complete loyalty solution: smart cashback, WhatsApp automation, predictive AI and neuromarketing applied to retention.
The FINX 360: the methodology
that turns data into real loyalty.
Before implementing any technology, our mentors do a deep consulting process, understanding where your company stands and where it needs to go.
We map your current NPS, churn rate, CAC, LTV and all customer touchpoints. We understand your pain points, your goals and what is holding back growth today.
Our mentors design every step of the customer experience, from the first contact to the moment they become a brand ambassador. We define cashback mechanics, points, tiers and personalized communication.
We configure the entire platform: cashback, points, white label app, WhatsApp automations with AI, gamification and integrations with your ERP, POS or e-commerce. No internal IT required.
Monthly strategy meetings, LTV and cohort analysis, AI recommendations and fine-tuning of loyalty mechanics to maximize results month after month.
Organic referrals and reactivation of existing customers reduce acquisition cost without increasing ad spend.
AI identifies abandonment signals before they happen. Automated retention campaigns target churn at exactly the right moment.
Gamification, VIP tiers and progressive cashback mechanics increase purchase frequency and average ticket over time.
Schedule a diagnosis session
with a FINX mentor.
In 45 minutes, we map where your company stands on retention, NPS and LTV and show exactly what the FINX 360 methodology can do for your operation.
We deliver a
complete strategy.
FINX is a consulting firm specialized in customer loyalty for mid-size and enterprise companies. Our mentors map the touchpoints of your operation, understand your challenges and goals, and then design and implement a custom loyalty program, with proprietary technology and ongoing support.
Proprietary technology that supports
every strategy we design
After diagnosis and journey design, we implement all the features below, configured specifically for your operation.
We built our own communication platform using the Official Meta API. Includes full CRM, departments, multiple simultaneous agents, intelligent chatbot and AI that responds to customers autonomously — all integrated with the loyalty program in real time.
Choose the right model: percentage cashback, category-based, monthly goals or a points program. Flexible rules that adapt to your business.
Rules EngineYour brand in your customer's pocket. App with your name, icon and visual identity on the Apple and Google stores. Fully customized.
iOS & AndroidCreate segments by purchase frequency, ticket size, last purchase, engagement level or any custom variable. Surgical campaigns with real results.
Integrated CRMBronze, Silver, Gold, VIP. Classify your best customers and offer exclusive benefits per tier. Continuous engagement through the logic of achievement.
NeuromarketingUnique link per customer. When the referred customer makes their first purchase, both are automatically rewarded. Organic growth without paid media.
Referral EngineAutomatic NPS integrated into the purchase flow. Identify detractors before they leave, turn feedback into action and measure experience in real time.
Voice of CustomerLaunch sweepstakes that trigger engagement, issue gift vouchers and activate bonus points on slow days to balance cash flow.
Activation ToolsBirthday, Black Friday, Mother's Day, seasonal dates. Configure once, the platform fires forever to the right segments at the right time.
Marketing Automation
Intelligence that
guides every
strategic decision.
FINX's AI engine analyzes more than 50 variables: seasonality, individual behavior, campaign history and market patterns, to forecast daily revenue in both value and number of transactions.
Predictive model that crosses 50+ variables and delivers the daily revenue forecast in value and number of transactions for the next 7 days.
AI identifies customers with high churn propensity and automatically triggers reactivation campaigns before the loss occurs.
Which cashback percentage maximizes return without hurting the margin? AI tests, learns and automatically adjusts the rules by segment.
Repurchase decisions are not rational.
FINX knows that.
Every platform mechanism is designed based on neuromarketing principles: scarcity, reciprocity, belonging, gamification and loss aversion.
Customers with accumulated balance visit 6x more than those without a program.
Customers who know they'll earn cashback spend more to accumulate more.
Customers who redeem have a 91% higher chance of making another purchase that month.
Active referral programs generate 3.2x more new customers than paid media.
Much more than
sending campaigns.
We change behavior.
We use neuromarketing techniques, market data and the FINX 360 methodology so that every loyalty program decision generates real financial results and strengthens your brand.
Strategy
First, we define where we want to go. Increase sales? Improve NPS? Acquire new customers? We structure the customer journey with the FINX 360 methodology and establish the performance indicators that will tell us, objectively, whether the program is working.
Behavior Direction
We define the points or cashback distribution to stimulate the right behavior without hurting the margin. The customer buys more, more often, because the rules were designed for that.
Communication Plan
A loyalty program nobody knows about retains nobody. We guide distribution across social media, at the point of sale, via WhatsApp and referral campaigns so the program achieves real participation.
Rewards
Benefits need to motivate action, not just exist. We calibrate rewards so customers reach the first one quickly, creating the engagement cycle and increasing average ticket.
Customer Satisfaction
High NPS is not a consequence, it's a strategy. We work to turn ordinary customers into brand promoters. Referrers reduce CAC and accelerate revenue without additional media spend.
Resources and Tools
Cashback or points? Categories or bonus points? Automations or manual campaigns? We help choose and configure each resource so the combination makes sense for your audience, your margin and your goals.
Progress and Performance
We create sweepstakes for special customers, adjust scoring to stimulate activity on slow days, and deploy targeted campaigns to high-purchase-potential customers.
Growth Plan
We identify promoter customers and build referral campaigns to expand the base. We introduce new customer categories to create exclusivity and maintain long-term engagement.
All of this with mentors who know your business.
We don't hand over software and disappear. Every step is closely monitored.
Our repurchase rate rose 40% in the first three months. The WhatsApp automation was the differentiator we could never achieve with other tools.
AI revenue forecasting changed how we plan inventory and promotions. We now make decisions two days in advance that were previously impossible.
The branded app, VIP tiers and sweepstakes created a community around our brand. Our customers became fans and active promoters.
From diagnosis
to a program
that works.
Our implementations are guided by specialized mentors. You don't need an internal IT team. We handle everything, from setup to go-live.
45 minutes with a FINX mentor to map NPS, churn, CAC and strategic objectives. You leave with an opportunity report.
We design the complete customer journey and present a personalized loyalty strategy for your operation and goals.
We configure the entire platform, integrate with your systems, publish the white label app and activate the WhatsApp automations.
Monthly strategy meetings, LTV and cohort reports, and AI recommendations for continuous adjustment of loyalty mechanics.
Your customers never see another brand. Platform, app, notifications and reports with your complete visual identity.
Connects with major POS systems, ERPs, e-commerce platforms (VTEX, Shopify, WooCommerce), CRMs and payment systems via API.
Program ROI, LTV by cohort, retention heat map, churn analysis and data export to your analytics stack.
LGPD/GDPR compliant, encrypted data, cloud infrastructure with 99.9% uptime and contractual SLA for enterprise companies.
Documented REST API · Webhooks · SDK for iOS & Android
A complete consulting service,
not just a SaaS.
Every plan includes the FINX 360 methodology, dedicated mentors and the complete platform, configured for your operation.
Up to 5 locations · 10k active customers
- Diagnosis session FINX 360
- Customer journey design
- Configurable Cashback or Points
- WhatsApp Platform + AI (Meta API)
- White Label App nativo
- Dedicated mentor for 30 days
Up to 30 locations · 50k active customers
- Everything in Grow +
- Centralized multi-location
- Advanced profile segmentation
- VIP tiers and full gamification
- ERP / POS / CRM integrations
- LTV, cohort and churn reports
- Ongoing dedicated success mentor
Unlimited · Dedicated infrastructure
- Everything in Scale +
- Exclusive infrastructure instance
- 99.9% contractual SLA
- Custom AI models
- Data science team included
- GDPR/LGPD advisory and compliance
- Quarterly strategy committee
Common questions
before getting started.
Technically yes — we were built to serve companies of any size. In practice, the businesses that benefit most from FINX are mid-size and large companies that already have a structured marketing team, want dedicated meetings to design the strategy, and are looking for more than a simple points program or standalone CRM.
If you're just starting out or have a lean operation, FINX may not be the right fit right now. But if your company already scales and wants a consulting firm that thinks alongside your team, this is probably exactly what you need.
Yes. All plans include monthly check-ins with our mentors. In these sessions, we review active strategies, analyze campaign performance, evaluate retention indicators and adjust whatever is needed to keep results growing.
The frequency and depth of this support vary by plan, but the core principle is the same across all of them: you are never alone after go-live.
The process begins with the diagnosis session and customer journey design, which typically takes one to two weeks. Platform configuration, integrations and white label app publication are usually ready within 30 days of scope approval. Some clients with simpler operations go live faster.
No. Our team handles all technical implementation, ERP/POS/e-commerce integrations and app publication. You need someone on your side to make strategic decisions and approve workflows — but no technical demands fall on your internal team.
Yes. Our communication platform is built on the Official Meta API, ensuring stability, compliance with WhatsApp terms of service and no risk of number blocking. It includes integrated CRM, multiple agents, departments, chatbot and AI that responds to customers autonomously.
Ready to discover what
the FINX 360 can do
for your company?
Schedule a diagnosis session with a FINX mentor. In 45 minutes, you'll understand where your retention opportunities are and how to implement a custom loyalty strategy.