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Digital Subscriptions and Services Hub: How customer retention was boosted through partner integration

Financial / Fintech
Digital Subscriptions and Services Hub: How customer retention was boosted through partner integration
Digital Subscriptions and Services Hub: How customer retention was boosted through partner integration logo

"Our biggest challenge was scaling the loyalty program with agility, without creating friction in the customer journey. Zappts perfectly understood that we didn't just need code, but a business solution. They built a plug-and-play integration hub that allowed us to onboard giant partners like Serasa and Veloe in record time. It was, without a doubt, a delivery guided by the motto 'Intelligence Delivering Value'."

Client

Client Challenge

BTG Pactual sought to increase adherence to its loyalty program by integrating various service partners to offer digital benefits and 100% digital contracting. The challenge included agility in onboarding new partners and scalability of the business model.

Zappts' Role

We developed a service integration hub that enables fast onboarding of new partners (SERASA, Veloe, etc.), brokering information between clients and partners. The plug-and-play solution maps and integrates APIs, allowing services to be offered automatically in the app and internet banking.

Results

As a direct impact of implementing this hub, the bank recorded a significant increase in the loyalty program adherence rate. The platform enabled the continuous onboarding of new partners into the ecosystem, providing these companies with a robust and unprecedented digital sales channel. At the same time, end customers began to enjoy additional benefits, which strongly elevated the perceived value of the services offered and consolidated BTG Pactual's strategy to further retain its user base.

About the company

The largest investment bank in Latin America, BTG Pactual is a global benchmark in solidity, financial innovation, and wealth management. With offices around the world and a strong culture based on excellence, the institution leads the digital and strategic transformation of the financial sector.

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