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Financial Controls Review

This is a 60-minute working session with the Loyalty Methods finance-integrity lead and your account executive on how ReactorCX, the enterprise loyalty platform, would treat your program's financial specifics: liability modelling, sub-balance attribution by brand and partner, expiry and breakage, partner settlement, ledger exports, audit trail and period close. A written summary follows within five business days.

Request the session

What you get

  • Liability modelling: prior liability plus earned minus redeemed minus expired, per brand and partner
  • Sub-balance attribution and burn order for your currencies
  • Expiry and breakage handling with lineage
  • Partner settlement, vendor funding and escrow
  • Ledger exports and what your general ledger receives at close
  • A written summary of how ReactorCX would treat your specifics
Delivered by
Finance-integrity lead (product) with your account executive
Turnaround
Scheduled within 5 business days; written summary within 5 business days of the session
Duration
60 minutes plus written summary
Prerequisites
A description of your currency structure and, if applicable, partner funding arrangements.

What happens next

  1. We confirm a slot within five business days.
  2. Send a short description of your currency structure and partner funding beforehand.
  3. The written summary follows within five business days of the session.