Working at Exchange Solutions |

Exchange Solutions Overview

Toronto, ON
51 to 200 employees
Company - Private
Advertising & Marketing
$10 to $25 million (CAD) per year
Exchange Solutions is a cloud-based marketing technology company that delivers personalized loyalty solutions to retailers that enable them to build deeper and more profitable engagement with their consumers.

Our approach is unique in the industry in that it ... Read more

Company Updates

  • Congratulations Rexall Pharmacy Group Ltd. on the launch of the new Be Well loyalty program. It's an absolute honor for us at Exchange Solutions to be powering the Be Well loyalty platform and member email communications. We couldn't have asked for a better partner. We look forward to helping all Canadians reap the extraordinary benefits of Wellness Rewarded with this revolutionary loyalty program. Sign up today at!

  • We’re made stronger by working together, a truth we know especially in these unprecedented times. Today, we announce that Exchange Solutions continues to build strong partnerships to amplify our personalized loyalty solutions as we celebrate our work with Snowflake. We look forward to delivering more value to our loyalty and consumer engagement clients as we get deeper in our integration with Snowflake. Read the press release:

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Exchange Solutions – Why Work With Us?

What We Do

Exchange Solutions designs, builds and operates Smarter Loyalty programs that uses data-driven, personalized incentives to increase valuable customer behaviors, at a lower cost than your business-as-usual marketing. Smarter Loyalty programs uncover existing customer behavior gaps and close those behavior gaps with individualized offers. These one-to-one offers are tailored to each customer in order to drive incremental behavior change.

We are experts in creating and operating loyalty programs and personalized promotional solutions

Built on a proprietary platform, our approach is unique and delivers quicker results, better ROI, and deeper customer engagement than traditional programs.

Our Approach to Smarter Loyalty

Each day, retailers spend millions of dollars on promotions and loyalty programs, yet still cite customer retention as their greatest obstacle.  Much of this money is wasted because it is poorly targeted.

Smarter Loyalty allows customers to shape how this money is spent and what will drive changes to their behavior.

Our approach is focused on individualized offers that improve retention, customer lifetime value, and profitability.  Whether you’re looking to implement a new customer loyalty program or build upon an existing one, Smarter Loyalty provides options tailored to your business needs and long-term growth.

Our Platform

Our managed services platform and proprietary approach allow for quick implementation with minimal resources required from IT and marketing, while delivering programs completely customized to each company’s brand, user experience and customer economics. To support this, the cloud-based platform has three main components:

Listening Posts

We listen to real-time event and historical data to understand your customer behavior gaps in real-time, at an individual customer level. Unlike other listening post technologies like Google Analytics, we listen for the the valuable behaviors that each customer is not currently doing.

We seamlessly deploy listening posts in the following channels:  


For online session presence and activity 


For open and click through activity


For geo-location data

Call Center

For in-bound or outbound calling activity


For in-store presence and activity

Third Party Data

For integration with other data sources

Enterprise Databases

For historical customer profile and transactional data


For “likes,” “follows,” and keyword mentions


Intelligent Rules

Leveraging our Intelligent Rules authoring platform, we create custom rules tied to your specific business needs. The process of creating Intelligent Rules involves three steps:

Behavior Mapping

What behaviors are you trying to drive in your business? Which of your customers have the largest behavior gaps? What “journey” do you want customers to follow to close those gaps?

Behavior Economics

What is the value to your business of closing each one of those behavior gaps? How much of that value would you be willing to share with the customer as an incentive to get them to close their behavior gap?

Propensity Modeling

Which customers are least likely to close their behavior gaps on their own, without an incentive? How can we best reach those customers to offer them an incentive to change their behavior?

At scale, across many types of behaviors and customers, Intelligent Rules become complicated to manage and optimize. That’s where our Smarter Loyalty approach comes in. Our team of experts constantly monitors customer activity, looking for ways to improve the rules and reduce incentive payout cost, allowing you to maximize profitability.


Interaction Management

We deliver personalized, incentive-based messaging to each of your customers through your channel infrastructure to drive deeper customer engagement. Our platform optimizes the messaging across message types and formats and coordinates across interaction channels to ensure a seamless customer experience. 





Call Center 

Point-of-Sale (POS)

Direct Mail

Over time, customer interactions may become quite complex, with multiple campaigns running in market simultaneously, across many channels. Our team of experts constantly monitors customer activity, looking for ways to improve the marketing executions and treatments to drive more behavior at a lower cost, allowing you to maximize profitability.

At Exchange Solutions, we share a company-wide commitment to hiring remarkable people.  We are a high-energy company where individuals are driven to succeed and empowered to perform at their best. Our environment combines teamwork, vitality and enthusiasm with a casual, flexible approach. Our talented team members share a dedication to creativity in developing innovative ideas and together we are powering the future of smarter loyalty.

Our Core Values

At Exchange Solutions, we share a vision where our company Core Values resonate with our own personal values. Our commitment is continuously demonstrated through these qualities that are integrated in all that we do.

  • Delivering exceptional VALUE to our clients
  • Growing our expertise and our impact through continuous INNOVATION and outside-of-the-box thinking
  • Working in an environment characterized by COLLABORATION, mutual respect and personal accountability
  • Operating at all times with a purposeful SENSE OF URGENCY
  • Having FUN, enjoying what we do and staying in balance

If you share a love for everything about software design and if using technologies like Docker, Chef, Mesos, Gradle, AngularJS, Kafka and Akka tickles your fancy, then you might just speak our language.  Do you bring a big thinking approach and a curious mind that is not afraid to ask hard questions? Do you have a passion to translate focused research in to actionable implementation decisions?  How about working on high transactional systems that handle billions of transactions per month with sub second response times?

We’re a Java shop environment using agile methodologies and on a learning path towards mastering continuous delivery.  We have a high performing collaborative team of software development professionals driven by their mutual passion for innovation and a desire to keep pace with leading edge technologies.  We walk the talk through our commitment to challenging work and internal programs, such as Innovacations (a week dedicated to experimental exploratory work), and Developers Learning Things at Lunch (DLTAL) all while having a fun work hard/play hard balance … and of course, free Java ;)

Let's Take Coding to Another Level

We’re serious about building talented, creative teams – $5,000 serious!

Our favorite way of hiring new people is through referrals! In fact, it’s one of the most successful ways we have grown our Technology, Analytics and Account Management teams. If there is someone in your personal or professional network that you think would thrive in our fast-paced environment and collaborative culture, than send them our way.

Exchange Solutions is offering a talent referral bonus of up to $5,000.00 CDN to an individual who refers a candidate that is hired for a qualified position and fulfills all of the eligibility criteria for this incentive.

It’s easy!

Check out our open position on our website at, or LinkedIn. Then tell us who you recommend, along with the resume of the candidate by emailing us at and include ‘Talent Referral Bonus’ in the subject line.

The sky is the limit!

Why stop at only one referral? If you have a network of talented contributors that may be aligned with one of our current job opportunities, then keep them coming.

Is there a catch?

No, but be sure to check out the details at to make sure you’re not missing anything.

BRAVO Reward and Recognition Program

Exchange Solutions believes in recognition and celebrating achievements.  Employee recognition and appreciation can be given in many ways - through taking the time to say thank you, praising efforts, rewarding results or simply through respecting a different view point.

Specifically, the BRAVO Reward and Recognition Program has been designed to:

  • Foster a team spirit of “one for all and all for one”/”we’re all in this together” 
  • Reinforce organizational core values, behaviours and operating principles
  • Recognize outstanding contribution by individuals and by teams
  • Support the Employee Value Proposition and Total Rewards model

Exchange Solutions Reviews

  • "Excellent Workplace"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Director, IT in Toronto, ON
    Former Employee - Director, IT in Toronto, ON
    Positive Outlook
    Approves of CEO

    I worked at Exchange Solutions full-time (Less than a year)


    Great people, solid work-life balance. Great place to work. Excellent management team.


    I didn't have any cons, I really enjoyed working at ESI

See All 39 Reviews

Exchange Solutions Photos

Exchange Solutions photo of: Roadrunners on their way for the Ride For Heart!
Exchange Solutions photo of: Ciao!
Exchange Solutions photo of: Hi guys!
Exchange Solutions workplace photo
Exchange Solutions photo of: Hi Eric!
Exchange Solutions workplace photo
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Exchange Solutions Interviews



Getting an Interview

Getting an Interview





    Manager Optimization Analytics Interview

    Anonymous Interview Candidate in Toronto, ON
    No Offer
    Negative Experience
    Difficult Interview


    I applied through a staffing agency. The process took a week. I interviewed at Exchange Solutions (Toronto, ON) in December 2019.


    Pre-screening call followed by on site interview

    45 mins technical assessment followed by 60 mins interview.

    Overall the interview was not a pleasant experience, it was felt more of an interrogation rather than an interview. I felt somewhat intimidated and uncomfortable.

    Majority of the questions were skill questions, technical in nature and process oriented. Very little was asked about soft-skills, which I found surprising considering the role had leadership and mentoring component to it.

    In addition, no one got back to me with answers to my question(s).

    Generally, I have yet to receive any communication from them.

    Interview Questions

    • Describe the methodology of most complex solution you implemented, walk through the solution step by step.   Answer Question
See All 17 Interviews

Exchange Solutions Awards & Accolades

  • Best Consumer Funded Prepaid Program, PX Prepaid & Payments Awards, 2013
  • Outstanding Ecosystem Technology Business Partner of the Year, IBM, 2016

Work at Exchange Solutions? Share Your Experiences

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