Aimia Inc. · TSX:AIM
Aimia — Investor Day (October 2013)
15 slides from Aimia's investor day presentation, Oct 1, 2013
Slide 1: Inspiring Loyalty - Investor Day 2013
INSPIRING LOYALTY AD DING VALU INVESTOR DAY 2013
Slide 2: Aeroplan 2.0: Transforming the Canadian Coalition Model Around Member Value
AEROPLAN 2.0 Transforming the Canadian Coalition Model Around Member Value Rupert Duchesne October 1, 2013
Slide 3: Aeroplan Has Room for Strong Growth in Canada
AEROPLAN HAS ROOM FOR STRONG GROWTH IN CANADA Loyalty Currently Capturing Only 50% Goals of Total Household Expenditures • Market share leadership Current Aimia Market • Outstanding member Penetration Opportunity satisfaction and engagement 1.3 3.0 • Exceptional value delivered to key partners $1B •
Slide 4: Canada's Flagship Premium Coalition
STARTING POINT: CANADA’S FLAGSHIP PREMIUM COALITION Canada’s Most Affluent Member Base Unique and Flexible Set of Partnership Models EXCLUSIVE Leveraging the power of 4.7 our brand and member Million base on behalf of our Active Members partners… CO-EXISTENCE 34 million CONVERSION Canadians …with ou
Slide 5: Transformation Aimed at Adding Growth to Global Gross Billings
TRANSFORMATION AIMED AT ADDING GROWTH TO AN IMPORTANT DRIVER OF GLOBAL GROSS BILLINGS F2012 Aimia Consolidated Gross Billings from Canadian Gross Billings Gross Billings Sale of Loyalty Units $1.292B $2.243B $1.628B Coalition Coalition (Loyalty Units) (Loyalty Units) – – EMEA Canada Low Volume All O
Slide 6: Aeroplan's Member-Centric Transformation Is In-Line With Strategic Pillars
AEROPLAN’S MEMBER-CENTRIC TRANSFORMATION IS DIRECTLY IN-LINE WITH OUR STRATEGIC PILLARS 1 Strengthen our current position Member Value 2 Codify and replicate successful models globally Loyalty Coalition Invest spend Value in reward advocacy value 3 Evolve our operating model Partner Value 4 Break aw
Slide 7: Launching a Transformed Aeroplan Program With Two Leading Canadian Issuers
LAUNCHING A TRANSFORMED AEROPLAN PROGRAM WITH TWO LEADING CANADIAN ISSUERS • The $38 billion Aeroplan financial card portfolio, 1st which represents around 12% of total purchase volume in the Canadian credit card market and a 4.7m total of 1.2 million Cardholder accounts, was confirmed as an attract
Slide 8: New Agreements Signed With TD and CIBC
NEW AGREEMENTS SIGNED WITH TD AND CIBC • New 10-year financial credit card agreements with each of TD and CIBC • A purchase agreement between CIBC, TD, and Aimia, pursuant to which TD will acquire approximately half of the Aeroplan card portfolio from CIBC, which at September 2013, represented appro
Slide 9: What the Agreements Deliver for Shareholders
WHAT THE AGREEMENTS DELIVER FOR SHAREHOLDERS • Ground breaking transformation of the Aeroplan program, as announced in June 2013, which will drive longer-term growth and benefits to Air Canada • Momentum and marketing behind the program with two leading credit card issuers to drive market share • A
Slide 10: Member-Value Driven Program Transformation Will Drive Premium Share Growth
MEMBER-VALUE DRIVEN PROGRAM TRANSFORMATION WILL DRIVE PREMIUM SHARE GROWTH Our program transformation shifts the emphasis to member satisfaction and engagement as the prime lever to drive growth and value creation Provide differentiated Initiate a Address key experience multi-year journey to points
Slide 11: Taking Aeroplan to the Next Level
“best d X @ INTRODUCING BETTER FLIGHT CANCELLATION OF THE SEVEN-YEAR TAKING AEROPLAN TO THE NEXT LEVEL DISTINCTION REWARD VALUE MILEAGE REDEMPTION POLICY LEARN MORE > 11
Slide 12: Our New Air Travel Rewards Will Be Unparalleled in the Market
OUR NEW AIR TRAVEL REWARDS WILL BE UNPARALLELED IN THE MARKET Getting Members to Departures Faster Fixed grid product Market fare product Months to North American Long Haul Air Reward Redemption ~12 Months Aeroplan ClassicFlight vs MarketFare Rewards for vs Aeroplan Market Fare Distinction Diamond C
Slide 13: Where We Will Go
WHERE WE WILL GO Aeroplan Active Membership Base Thousands of 12-month Active Members • Aeroplan focus is modest growth of premium +10% membership base • Primary goal is to generate higher gross 4,663 4,728 4,821 billings by upgrading the membership profile 4,366 4,570 • New capabilities and data wi
Slide 14: Driving Continued Leadership in the Canadian Coalition Program
DRIVING CONTINUED LEADERSHIP IN THE CANADIAN COALITION PROGRAM Strategic Aspiration Strategic Pillars Vision of Success 1 Strengthen our current position “Be the recognized global leader in Aeroplan reinvigorated by delivering outstanding loyalty, inspiring Codify and replicate member and brands t
Slide 15: Inspiring Loyalty - Investor Day 2013
INSPIRING LOYALTY AD DING VALU INVESTOR DAY 2013