elevate loyalty
Elevate Loyalty is a Melbourne-based loyalty and incentive consultancy that designs, implements, and manages end-to-end B2C, B2B channel, and sales incentive programs for enterprise and mid-market brands across Australia and New Zealand using a tech-agnostic, services-led model underpinned by its LX methodology.
- Company typePrivate
- Founded-
- HeadquartersMelbourne, Australia
- Headcount—
- GTM typeB2B
- OfferingServices
What elevate loyalty does
Elevate Loyalty Pty Ltd is an Australian loyalty and incentive consultancy headquartered in Melbourne that designs, implements, and manages end-to-end loyalty programs for consumer (B2C), B2B/channel, and sales incentive audiences. The firm operates a tech-agnostic delivery model, integrating best-in-class third-party technology, content, and communication tools rather than building or reselling a single loyalty software platform. Its service catalog is structured as a six-stage lifecycle — Design, Implement, Manage, Enhance, Commercialise, and Communicate — covering strategic program architecture, technology orchestration, day-to-day program administration, engagement optimization, performance analytics, and multi-channel member communications (email, SMS, MMS, digital passes, push notifications, in-system messaging, and WhatsApp).
The company differentiates through a codified Loyalty Experience (LX) methodology that reframes standard customer experience around behavioral change and contribution margin rather than enrollment metrics. Proprietary or specialized capabilities include OCR-based flexible claim-form data capture for distributor programs, multi-brand loyalty ecosystem consolidation (e.g., FMP Group's Rewards Plus covering Bendix, Trico, and Philips), gamification mechanics (Spin & Win, leaderboards, challenges), and ROI modeling embedded into the design stage. The firm also operates a "profit for purpose" initiative directing funds from each engagement to the Eat Up charity.
Elevate Loyalty monetizes through managed services contracts (full-service program administration and rewards fulfilment) and consulting/advisory engagements (program design, ROI modelling, optimization, commercial modelling), sold via direct enterprise and mid-market field sales with custom quote-based pricing. The founding team — Managing Director Carly Neubauer and Operations Director Jodie Wilson — has collectively delivered 40+ loyalty programs across Australia and New Zealand, and both hold CLMP certifications. In September 2024, the OneTap Loyalty technology was spun off into a UK entity (OneTap Group Ltd, backed by separate investors Brian Dunne and Debbie Ghillino) with partnerships to Fidel API and Lexer, allowing international technology scaling while Elevate Loyalty retains its ANZ consultancy core.
elevate loyalty firmographics
Firmographics- Name
- elevate loyalty
- Legal name
- Elevate Loyalty Pty Ltd
- Website
- https://elevateloyalty.com
- Company type
- Private
- Operating status
- Operating
- Short description
- Elevate Loyalty is a Melbourne-based loyalty and incentive consultancy that designs, implements, and manages end-to-end B2C, B2B channel, and sales incentive programs for enterprise and mid-market brands across Australia and New Zealand using a tech-agnostic, services-led model underpinned by its LX methodology.
- Ownership category
- akta.pro rank
elevate loyalty industry classification
Industry- Product category
- Loyalty Consulting and Managed Services
- NAICS
- Marketing Consulting Services (541613), Advertising, Public Relations, and Related Services (5418), Advertising Agencies (54181)
- SIC
- Services-Advertising (7310)
- akta.pro primary industry
- Loyalty Program Strategy & Program Management (MPAAAIAF)
- akta.pro secondary industries
- Loyalty, Rewards & Retention Platforms (BPAFAFAH), Loyalty, Rewards & Incentive Programs (BPAFAMAE)
Keywords
Where elevate loyalty is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
elevate loyalty business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Managed Services: Full-service loyalty program management where Elevate Loyalty manages every element of loyalty programs including day-to-day or month-to-month support, program administration, and rewards fulfilment.
- Consulting and Advisory: Strategic intelligence and consulting services including loyalty program design, ROI modelling, program optimization, and commercial modelling for new and existing loyalty programs.
- End-to-End Loyalty Solutions: Comprehensive loyalty solutions covering design, implementation, management, enhancement, and commercialization of loyalty programs and experiences tailored to business and audience needs.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
elevate loyalty product offering
Product offeringCore offering
Elevate Loyalty is a loyalty consultancy and managed services firm that designs, implements, manages, enhances, and commercialises loyalty and incentive programs for consumer, B2B, and channel audiences. The firm operates through a tech-agnostic model, integrating with clients' existing CRM and best-in-class technology, content, and communication tools to deliver end-to-end loyalty solutions. Its proprietary Loyalty Experience (LX) framework and behavioral change methodology are applied across customer retention, B2B/channel loyalty, and sales incentive programs.
Product overview
Elevate Loyalty is a loyalty consultancy and managed services firm offering a comprehensive suite of professional services rather than a unified software product. The service portfolio includes Design Services (strategic program architecture), Implement Services (program rollout and delivery), Manage Services (ongoing administration), Enhance Services (engagement optimization), Commercialise Services (performance analytics), and Communication Services (multi-channel member communications). These services are delivered through a tech-agnostic approach, integrating with clients' existing CRM systems. The firm also produces thought leadership content including the Let's Talk Loyalty podcast and Retail Therapy video series, and operates a profit-for-purpose initiative supporting the Eat Up charity. Client work spans multiple industries including automotive, fashion retail, IT distribution, and B2B channel partners, as documented in published case studies.
Differentiator
Problem solved
Functional benefit
Brands
- OneTap Loyalty: Loyalty technology platform originally developed by Elevate Loyalty and later expanded globally through OneTap Group Ltd
Products and services
- Design Services Strategic loyalty program design using a behavioral change approach to identify motivators, activators, and audience segments, creating programs that achieve business objectives. Includes ROI modelling and commercial modelling. Targeted at brands planning new or optimising existing loyalty programs.
- Implement Services End-to-end program rollout and delivery including milestone planning, creative asset development, system integration, staff training, and establishing communication channels for seamless market launch. For brands executing a new loyalty program or major redesign.
- Manage Services Full-service loyalty program management including stakeholder contact, account management, program advice, rewards administration and fulfilment, and ongoing optimisation based on participant feedback. Available day-to-day or month-to-month.
- Enhance Services Member engagement optimisation through targeted campaigns, gamification, competitions, leaderboards, and promotions designed to increase participation and drive desired behaviours. Uses Spin & Win, challenges, and promotional campaigns.
- Commercialise Services Program performance evaluation and ROI analysis including data analytics, performance tracking, reporting, and earnings optimisation to ensure measurable business outcomes. Analyses motivators, activators, and commercial contribution.
- Communication Services Multi-channel communication strategy and delivery including email, SMS, MMS, digital passes, push notifications, in-system messaging, chatbot, and WhatsApp communications tailored to member preferences.
Quantifiable outcome
- Significant uplift in member engagement driven by gamification and targeted promotions
- +4 more outcomes
Companies that use elevate loyalty
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
elevate loyalty technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
elevate loyalty partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- Fidel API (Enigmatic Smile)coreOneTap Group Ltd (a UK entity expanding Elevate Loyalty's OneTap Loyalty technology globally) secured partnership with Fidel API, owned by Enigmatic Smile, to facilitate international scaling of the loyalty technology platform.
- LexercorePartnership with Lexer to provide data insights for retailers as part of the OneTap Loyalty technology international expansion through OneTap Group Ltd.
- WiiN GlobalcoreCarly Neubauer is Co-Founder of WiiN Global, a global not-for-profit networking association for leading women in incentives and loyalty. Strategic partnership positioning both companies in the women in loyalty community.
- Let's Talk LoyaltycoreCarly Neubauer serves as APAC Host of Let's Talk Loyalty podcast and Loyalty TV, ranked in top 3% of podcasts internationally. Platform provides marketing exposure and industry thought leadership positioning.
- Australian Loyalty Association (ALA)minorCarly Neubauer serves as presenter at ALA Customer Loyalty Education Course. Elevate Loyalty team includes ALA committee members.
- Women in PaymentsminorElevate Loyalty team members are members and presenters at Women in Payments, a global association of women in fintech and payments.
- IMA MEAPACminorJodie Wilson serves as Board Member of IMA MEAPAC (MENA APAC region chapter of Incentive Marketing Association).
- Loyalty AcademyminorElevate Loyalty team members are accredited CLMPs (Certified Loyalty and Marketing Professionals) through Loyalty Academy, an international loyalty certification body.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
elevate loyalty competitors and assessment
Company assessmentDirect peers
- Brierley+Partners: Long-standing US loyalty strategy and CRM agency that designs, builds and manages loyalty programs for major brands. Closely comparable to Elevate Loyalty as a specialist loyalty consultancy delivering design, implementation and managed services rather than a SaaS product.
- Antavo: Global enterprise loyalty cloud platform that combines a SaaS product with loyalty program strategy and managed services. Comparable to Elevate Loyalty as it serves enterprise brands with end-to-end loyalty design, implementation and engagement capabilities, although Antavo is product-led rather than services-led.
- Capillary Technologies: Omnichannel loyalty, CRM and customer engagement platform serving retail and consumer brands globally. Comparable to Elevate Loyalty on enterprise loyalty program design and managed services, with a broader SaaS-plus-services model.
- LoyaltyLion: E-commerce loyalty and rewards platform with built-in program management tooling. Comparable in that it targets consumer brands seeking to launch or enhance loyalty programs, although focused on Shopify/SMB rather than the enterprise/mid-market that Elevate Loyalty serves.
- Eagle Eye: Real-time loyalty, promotion and personalization platform serving grocers and retailers worldwide. Comparable to Elevate Loyalty on enterprise loyalty program delivery and engagement, with a stronger technology stack but similar enterprise/mid-market customer focus.
- Punchh: Omnichannel loyalty and engagement platform for retail, restaurant and convenience brands. Comparable to Elevate Loyalty as it targets multi-brand loyalty ecosystems with combined platform plus services for design, rollout and engagement.
- Kobie Marketing: Loyalty strategy and management agency that designs and runs loyalty programs for enterprise brands. Comparable to Elevate Loyalty as a specialist loyalty consultancy with end-to-end program design, implementation and managed services capabilities.
- Smile.io: Loyalty, referral and rewards platform for e-commerce brands. Comparable as a loyalty program provider for consumer audiences, though Smile.io is software-led and SMB-focused rather than enterprise consulting-led like Elevate Loyalty.
Broad incumbents
- Annex Cloud: Enterprise loyalty cloud platform with a broad CX suite spanning loyalty, referrals, UGC and personalisation. Comparable to Elevate Loyalty across enterprise B2C and B2B loyalty, but operates as a global SaaS incumbent rather than a boutique consultancy.
- Yotpo: Multi-product e-commerce marketing platform including reviews, SMS and a loyalty product. Comparable as a loyalty program provider for consumer brands, but Yotpo is a broad incumbent with loyalty as one module of a wider platform.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
elevate loyalty social profiles
Digital presenceelevate loyalty financial estimates
Financial estimateRevenue estimate
Valuation estimate
elevate loyalty leadership team
Management profileNumber of profiles
Profiles2 records
elevate loyalty funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
elevate loyalty M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about elevate loyalty
What does elevate loyalty do?
Elevate Loyalty is a loyalty consultancy and managed services firm that designs, implements, manages, enhances, and commercialises loyalty and incentive programs for consumer, B2B, and channel audiences. The firm operates through a tech-agnostic model, integrating with clients' existing CRM and best-in-class technology, content, and communication tools to deliver end-to-end loyalty solutions. Its proprietary Loyalty Experience (LX) framework and behavioral change methodology are applied across customer retention, B2B/channel loyalty, and sales incentive programs.
Is elevate loyalty a public or private company?
elevate loyalty is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was elevate loyalty founded?
elevate loyalty was founded in -1.
Where is elevate loyalty based?
elevate loyalty is headquartered in Melbourne, Australia, in the Oceania region.
How does elevate loyalty make money?
Three revenue lines are on record. Managed Services are the primary driver. The others are consulting and Advisory and end-to-End Loyalty Solutions.
Who are elevate loyalty's main competitors?
Direct peers on record are Brierley+Partners, Antavo, Capillary Technologies, LoyaltyLion, Eagle Eye, Punchh, Kobie Marketing and Smile.io. Broad incumbents are Annex Cloud and Yotpo.
Does elevate loyalty have an API?
No public API is recorded for elevate loyalty.
What industry is elevate loyalty in?
elevate loyalty's product category is Loyalty Consulting and Managed Services. Its primary akta.pro industry code is MPAAAIAF, Loyalty Program Strategy & Program Management, with a secondary code of BPAFAFAH, Loyalty, Rewards & Retention Platforms. Its NAICS code is 541613 and its SIC code is 7310.