Financial Services

It has been said, unfairly, that "customer loyalty" in financial services is an oxymoron. In an industry where customer interaction is extremely high there are many opportunities to surprise and delight customers.

The Mallett Group has worked with financial institutions, small and large, in developing and implementing successful loyalty strategies and partnerships to drive preference and loyalty. Our approach is simple; we start with the customer. What do they want and need, to what extent are they engaged, and where are the opportunities to develop a deeper relationship with them? Our methodology includes a throrough understanding of where and how customer interactions drive incremental profit and cost. The result is strategic advice and program recommendations that enhance customer loyalty and improve financial performance. 

Our expertise and experience include: 

  • Customer Loyalty Strategy 
  • Loyalty Program Development 
  • Co-Brand Strategy and Program Development 
  • Social Media Strategy and Integration 
  • Technology Assessment, Selection and Deployment 
  • Partnership Marketing 
  • Loyalty Program Optimization 
  • Program Measurement and Analysis 


To learn more, visit our Ask Us page and request more information.