ABOUT THE BRAND
Angel Broking (now Angel One) is one of India’s leading retail investment platforms, trusted by millions of investors. With financial services becoming increasingly commoditized, Angel Broking needed a fresh way to differentiate the customer experience and reward users beyond the usual trading benefits.
CAMPAIGN OVERVIEW
To elevate customer sentiment and enhance long-term retention, Angel Broking introduced a Lifestyle Privileges Campaign, giving clients access to specially curated:
- Personal care offers
- Travel privileges
- Utility discounts
- Daily lifestyle deals
The goal was simple:
Reward customers with benefits that add value to everyday life, not just their investment journey.
THE CHALLENGE
In retail broking, customers often compare platforms based on:
- Brokerage fees
- App features
- Portfolio tools
- Market insights
Angel Broking needed a loyalty solution that would:
- Go beyond financial incentives
- Build emotional connection with clients
- Increase platform stickiness
- Deliver tangible, real-world value
- Offer personalized benefits suited to modern investor lifestyles
A lifestyle-led, non-monetary approach was the right fit.
REWARDPORT SOLUTION
RewardPort designed and deployed a digital lifestyle privileges program, powered by RewardOne.
Key Features of the Solution
- Web & App-based access to curated lifestyle benefits
- Offers across travel, wellness, dining, utilities, and more
- Exclusive discounts from partnered brands
- Ability to tailor offers based on user interests and spending habits
- Full backend management, partner integrations, and customer support
The program brought everyday value to customers while strengthening their relationship with Angel Broking.
WAY OF EXECUTION
RewardPort ensured a seamless and personalized loyalty experience:
- Customers accessed privileges through Angel’s website and mobile app
- Offers were categorized clearly for easy discovery (travel, lifestyle, personal care, utilities, etc.)
- Redemption journeys were fully digital and hassle-free
- Regular communication updates encouraged ongoing engagement
- RewardPort managed partner onboarding, tracking, and fulfilment
- Data insights helped refine future offer recommendations
The experience felt premium, relevant, and aligned with the lifestyle of modern investors.
RESULTS & IMPACT
The lifestyle privilege program drove strong customer response:
- Improved customer satisfaction due to added real-world value
- Higher retention rates among active trading clients
- Enhanced brand perception as a customer-centric financial platform
- Greater engagement within Angel’s ecosystem
- Strong emotional connect built through non-financial benefits
Angel Broking successfully transformed everyday investing into a more rewarding lifestyle experience.
Curated Lifestyle Benefits
Across Categories
Fully Digital,
App-Integrated Experience
Improved Customer Retention
& Sentiment