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Success story · A regional fast-casual dessert brand

Data-driven rewards optimization with improved member growth, repeat visits, and promotional efficiency.

23%New-member signups in targeted cohorts
6%Increase repeat-visit frequency among active customers
120,000+Customers migrated to the new brand’s new app

A regional fast-casual frozen yogurt brand focused on experiential, family-friendly visits and repeat frequency among local shoppers. It pairs a neighborhood-driven footprint with rotating seasonal flavors, a playful toppings bar, and a gamified loyalty program, turning casual drop-ins into weekly rituals.

Retail & consumerMarketing & loyaltyAI & machine learning
Impact
23%New-member signups in targeted cohorts.
6%Increase repeat-visit frequency among active customers.
120,000+Customers migrated to the new brand’s new app, alongside a reimagined loyalty “point shop.”
01The Situation

The Situation

Business Problem

Loyalty performance was steady but under-leveraged: offers weren’t tuned to neighborhood context, daypart patterns, or customer lifecycle, leaving acquisition and repeat frequency on the table. The aim was to combine first-party transactions and loyalty data with public, aggregated spend/rewards signals to identify where specific incentives resonate—and activate them through owned channels for both new and current customers.

02The Challenge

The Challenge

Disparate data sources had to be unified in a privacy-safe way and distilled into actionable propensities that marketers and operators could actually use. In parallel, the team needed consistent eligibility logic across channels, rapid A/B testing with clean readouts, and guardrails that protect margin and minimize offer fatigue.

03The Solution

The Solution

We used AI to personalize rewards for new and current customers by combining first-party transactions and loyalty data with public, aggregated spend signals, then tested targeted offers to prove incremental lift.

How the system works SIGNALSPERSONALISATION ENGINEOWNED CHANNELSTransactionsLoyalty eventsSpend panels01Harmonises, privacy-first02Scores propensity, lifecycle03Rotates offer and creativeMargin capsFatigue limitsPRIVACY-FIRST · GUARDRAILSAPP · EMAIL · SMSOrchestrated delivery,iterated weeklyDASHBOARDSMarketers and operatorsread the same resultsREDEMPTION IMPROVEDWITHOUT DEEPER DISCOUNTS
  • 01Automated ingestion and harmonizationAutomated ingestion and harmonization of transactions, loyalty events, and public spend/rewards panels with privacy-first controls.
  • 02Orchestrated deliveryOrchestrated delivery across owned digital channels (app, email, SMS) with role-based dashboards for marketers and operators to iterate weekly.
  • 03Creative rotationRotates copy and creative (e.g., flavor callouts vs. Points multipliers) to learn which nudge works best by lifecycle and daypart, improving redemption without deeper discounts.

Impact

What changed, as reported.

The figures as printed in the firm's own case-study collateral — nothing rounded or annualised.

23%New-member signups in targeted cohorts.
6%Increase repeat-visit frequency among active customers.
120,000+Customers migrated to the new brand’s new app, alongside a reimagined loyalty “point shop.”

Data & AI is our singular focus. Data Products is a diverse firm with senior and executive data scientists focused on fully developing project solutions that leverage advanced mathematics and data that drive tangible insights that optimize your organization’s operations.

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Client background

A regional fast-casual dessert brand.

A regional fast-casual frozen yogurt brand focused on experiential, family-friendly visits and repeat frequency among local shoppers. It pairs a neighborhood-driven footprint with rotating seasonal flavors, a playful toppings bar, and a gamified loyalty program, turning casual drop-ins into weekly rituals.

Where it leads

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