- Finance
- Custom web development
- Business Processes Automation
Cashback Membership Platform for Loyalty Programs
A mobile-focused fintech web platform built for businesses launching provider-branded cashback programs. The project combined product logic definition, UX/UI design, custom web development, and Stripe/Plaid-powered financial workflows for rewards, billing, transaction tracking, and withdrawals.
Overview
Quick overview: key aspects of our work - discover the essentials of our project
Industry
Country
Solution type
Services
About the client
Understanding our client: specifics, challenges, and custom solutions
The client is a US-based fintech company creating a cashback membership product for businesses and their customers. The platform connects providers that run branded loyalty programs with consumers who track rewards and withdraw earned cashback through a web-based experience.
Problem
Solution
Key features
Project features overview: essential enhancements and strategic solutions
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Provider Business Setup
The provider setup area allowed businesses to define how they appeared to customers, including cover imagery, business details, contact information, and profile content. This gave each provider a controlled place to prepare the public-facing business identity used across the cashback experience.
By keeping business information, visual branding, and customer-facing profile details in one setup flow, the platform helped providers prepare a more consistent branded presence before customers joined the program.
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Provider-Branded Program Pages
Each provider could present a dedicated customer-facing program page with business information, branded visuals, membership pricing, cashback details, and join calls to action. The page worked as the provider’s public program entry point rather than a generic listing inside a rewards marketplace.
This helped keep the loyalty experience tied to the provider’s brand, making it clearer for customers where the program came from, what cashback offer was available, and how to join.
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Flexible Cashback Tracking
Consumers could connect a financial account for automatic cashback tracking or use receipt uploads as a manual fallback. The experience supported both users who preferred automatic tracking and users who were not ready to connect a financial account.
The dashboard gave users visibility into available balance, pending cashback, total earnings, and the next action needed to continue tracking rewards. This made the cashback flow easier to understand from a mobile web experience.
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Transaction History and Withdrawal Flow
The consumer experience included transaction history, cashback status visibility, detailed transaction records, and a guided withdrawal flow. Users could review approved or rejected cashback activity, check transaction details, enter a withdrawal amount, and choose a connected payout destination.
This connected cashback visibility with the practical next step of moving earned rewards out of the platform, making transactions and withdrawals part of one understandable customer flow.
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Provider Billing and Customer Visibility
Providers could view customer activity, member counts, spending-related values, and billing-triggered records from a dedicated provider dashboard. The interface separated customer visibility from billing records while still helping providers understand how customer participation connected to financial events.
This gave businesses clearer operational visibility into active customers, program participation, and billing-related activity without exposing the deeper backend financial logic in the provider interface.
Result
Performance Showcase: Unveiling the Results of Our Collaborative Endeavors
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