Coalition & Partner Integration

Real-time partner transactions with daily settlements and unified partner experiences driving 30-50% partner transaction growth through seamless integration.

Business Outcome
time reduction in partner onboarding (from 4-12 weeks to 2-6 weeks).
Complexity:
Medium
Time to Value:
4-12

Why This Matters

What It Is

Real-time partner transactions with daily settlements and unified partner experiences driving 30-50% partner transaction growth through seamless integration.

Current State vs Future State Comparison

Current State

(Traditional)
  1. Customer earns points at partner merchant (airline, hotel, credit card).
  2. Partner sends transaction file to Loyalty System operator (weekly/monthly).
  3. Loyalty team manually reconciles partner transactions.
  4. Financial settlement processed monthly with manual reconciliation.

Characteristics

  • Salesforce (CRM)
  • MuleSoft (Middleware)
  • Antavo (Loyalty Platform)
  • SAP (ERP)
  • Power BI (Reporting & Analytics)
  • DocuSign (Contract Management)

Pain Points

  • Data silos and inconsistent formats complicate integration.
  • Legacy systems may lack modern APIs, requiring custom development.
  • Operational overhead from manual processes slows down onboarding.
  • Reward fulfillment delays due to inconsistent transaction processing.
  • Security and compliance risks associated with sharing customer data.
  • Scalability issues when adding new partners often require re-engineering.

Future State

(Agentic)
  1. Customer earns points at partner merchant.
  2. Coalition Integration Agent receives real-time transaction via API.
  3. Agent validates transaction and credits points immediately.
  4. Partner Reconciliation Agent tracks transactions and prepares daily settlements.
  5. Agent settles partner accounts daily with automated reconciliation.
  6. Unified partner portal shows real-time transaction status and performance.

Characteristics

  • Real-time partner transaction feeds
  • Partner contract terms and earning rates
  • Customer loyalty account data
  • Settlement and reconciliation data
  • Partner performance metrics
  • Financial accounting data

Benefits

  • Real-time points credit vs 30-60 day lag (instant gratification)
  • Daily settlements vs monthly (improved cash flow for partners)
  • Automated reconciliation eliminates manual errors
  • 30-50% partner transaction growth through seamless experience
  • Fast partner onboarding (weeks vs 6-12 months)
  • Unified customer experience across coalition partners

Is This Right for You?

50% match

This score is based on general applicability (industry fit, implementation complexity, and ROI potential). Use the Preferences button above to set your industry, role, and company profile for personalized matching.

Why this score:

  • Applicable across multiple industries
  • Moderate expected business value
  • Time to value: 4-12
  • (Score based on general applicability - set preferences for personalized matching)

You might benefit from Coalition & Partner Integration if:

  • You're experiencing: Data silos and inconsistent formats complicate integration.
  • You're experiencing: Legacy systems may lack modern APIs, requiring custom development.
  • You're experiencing: Operational overhead from manual processes slows down onboarding.

This may not be right for you if:

  • Requires human oversight for critical decision points - not fully autonomous

Related Functions

Metadata

Function ID
function-coalition-partner-integration