Wealth Management

Accelerate growth across every relationship that matters in the Wealth Management business. Retain top advisors, deepen client loyalty, accelerate sales performance, and build a culture of recognition—all whilst driving organic growth in an increasingly competitive market.

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Trusted by leading companies

Tailored programs for every organization in the wealth management sector

Wealth management encompasses diverse segments, from asset managers and mutual funds to investment banks and portfolio services. Each requires strategic rewards and recognition to strengthen trust, enhance investor retention, and sustain advisor motivation.

Asset Management Companies (AMC)

Mutual Funds

Investment Banking

PMS & AIFs

Playbook for Various Use Cases in the Wealth Management Industry

Execute end-to-end rewards, incentives, and loyalty programs with Xoxoday’s scalable tech stack for multiple stakeholders and use cases.

Customer

Turn investment milestones into engagement and loyalty with rewards.

Advisors

Boost advisory performance with transparent incentives and achievement-driven rewards.

Sales Team

Fuel conversions and inflows with real-time commissions and motivating contests.

Employees

Strengthen culture and performance with recognition, perks, and well-being programs.

Stories that made a difference

For Customers

Reward-led programs that strengthen investing habits and long-term portfolio loyalty.

AUM Growth Rewards

Incentivize higher portfolio value from clients

Rewards unlock as customers increase AUM through top-ups, SIP increments, or long-term investment behavior.

SIP Activation Boost

Strengthen disciplined long-term investing behavior

Digitally onboarded customers activated SIPs at a 35% higher ratio, improving recurring investment flows.

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Goal Milestone Bonuses

Celebrate progress on major financial objectives

Customers earn rewards when hitting milestones like retirement corpus, education funds, or long-term savings goals.

Referral Growth Engine

Turn satisfied investors into steady acquisition channels

Dual rewards activate when referred prospects open accounts or begin investment journeys.

SIP Discipline Program

Encourage consistent monthly investing habits

Incentives support uninterrupted SIP cycles, improving portfolio stability and long-term customer commitment.

Investor Growth Impact

Accelerate expansion of the active investor base

Reward-led engagement drove 120% investor growth in 12 months, strengthening long-term portfolio pipelines.

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For Advisors

Performance incentives that improve AUM growth, discipline, and advisory impact.

For Sales Teams

Incentive programs that boost conversions and commission outcomes.

For Employees

Recognition and well-being initiatives that uplift culture and operational excellence.

Modular architecture to accommodate  simple and complex problems

End-to-end rewards, incentives and loyalty programs with Xoxoday’s scalable tech-stack.

Integrations

Seamlessly connect with portfolio management systems, CRMs, advisory platforms, trading engines, and KYC tools to unify investor data and automate engagement across the wealth ecosystem.

Data & User Management

Centrally manage investor profiles, advisor hierarchies, RM networks, and internal teams with secure, role-based access that protects sensitive financial and regulatory information.

Rule & Logic Engine

Configure flexible rules for AUM-based rewards, SIP discipline bonuses, goal-achievement incentives, referral programs, and advisor commissions — all tailored to wealth products and compliance norms.

Gamification

Fuel investor and advisor engagement through leaderboards, milestone badges, SIP streaks, contest-driven AUM pushes, and achievement challenges that motivate consistent performance.

Reports & Dashboards

Access real-time visibility into AUM growth, investor engagement, SIP activity, advisor performance, redemption trends, and campaign ROI through customizable dashboards and AI-driven insights.

Rewards & Redemption Catalog

Offer instant access to digital gift cards, experiences, wellness benefits, and premium lifestyle vouchers from a global catalog. Enable seamless reward delivery for investment milestones, referral wins, advisor achievements, and portfolio growth triggers.

REWARD MARKETPLACE

10M+ reward options from 175+ countries across 30+ categories

Security, privacy, and compliance at the forefront

Data protection is of utmost importance at Loyalife, and we are committed to providing a safe, secure, and compliant loyalty ecosystem for enterprises with the highest standards of data security and privacy across storage, exchange, collection, and processing.

Create richer investor journeys with rewards powering long-term financial commitment

Increase engagement, improve AUM, and strengthen investor relationships through personalized reward experiences.

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