Aimia Inc. · TSX:AIM

Aimia — Investor Day (October 2013)

12 slides from Aimia's investor day presentation, Oct 1, 2013

  1. Slide 1: Inspiring Loyalty - Investor Day 2013

    INSPIRING LOYALTY AD DING VALU INVESTOR DAY 2013

  2. Slide 2: Aimia's Global Strategy

    AIMIA’S GLOBAL STRATEGY Rupert Duchesne October 1, 2013

  3. Slide 3: Introduction: Rupert Duchesne, Group Chief Executive

    INTRODUCTION • Has led Aimia from its carve-out as a division of Air Canada in 2002, through the initial public offering as the Aeroplan Income Fund in 2005, conversion to corporate status as Groupe Aeroplan Inc. in 2008 and the re-branding of the Corporation as Aimia in 2011. • Twelve years in stra

  4. Slide 4: A multinational company inspiring loyalty through a full-suite global offering

    A MULTINATIONAL COMPANY INSPIRING LOYALTY THROUGH A FULL-SUITE GLOBAL OFFERING Proprietary Loyalty and Analytics 27% Coalition Coalition Analytics ProprietaryProprietary Loyalty Loyalty Loyalty Coalition Programs Analytics (Loyalty Units) Services 73% F2012 Consolidated Gross Billings $2.243B 4

  5. Slide 5: Aimia's Global Reach

    AIMIA’S GLOBAL REACH • 30 offices in over 20 countries with 4,000 employees • Over 30 million active coalition members globally CONSOLIDATED CANADA GROSS BILLING 42% 58% F2012 REST OF WORLD $2.24B 5

  6. Slide 6: ...with substantial room to grow

    …WITH SUBSTANTIAL ROOM TO GROW Market Size $B, 2012 900 -740 160 -60 May be subject $90-100B $13-20B $80-87B to disruptive strategies from loyalty players Global Non-loyalty Loyalty Non- Aimia’s Coalitions Proprietary marketing marketing marketing addressable addressable spend spend spend by geograp

  7. Slide 7: The external environment will drive new opportunities and challenges

    THE EXTERNAL ENVIRONMENT WILL DRIVE NEW OPPORTUNITIES AND CHALLENGES OPPORTUNITIES BOTH CHALLENGES Technology enables loyalty Consumers more New monetisation models by beyond purchase aware of the value new entrants of personal One-to-one customer relationships information and Loyalty and mobile req

  8. Slide 8: Focusing our investments in the market context

    FOCUSING OUR INVESTMENTS IN THE MARKET CONTEXT Canada EMEA APAC US Market overview Stable market with Mature but Commercial Highly competitive and current mature programs growing market results picked market focus up strongly Investments Reinvestment in Scaling/ replicating Investments Investments b

  9. Slide 9: Our strategy remains focused on leading the market

    OUR STRATEGY REMAINS FOCUSED ON LEADING THE MARKET Strategic Aspiration Strategic Pillars 1 Strengthen our current position “Be the recognized global leader in loyalty, inspiring brands to build 2 Codify and replicate successful models globally unparalleled relationships with their customers by 3 Ev

  10. Slide 10: Continuing to drive an attractive investment proposition

    CONTINUING TO DRIVE AN ATTRACTIVE INVESTMENT PROPOSITION Strategic Aspiration Strategic Pillars Investment Proposition 1 Strengthen our current position  Attractive business “Be the recognized model with more global leader in diversification of loyalty, inspiring profitability and brands to build 2

  11. Slide 11: The member-centric mindset will mean we break away from the pack

    THE MEMBER-CENTRIC MINDSET AT THE HEART OF WHAT WE DO WILL MEAN WE BREAK AWAY FROM THE PACK BUY/EARN COMMUNICATIONS BENEFIT/REDEEM Everywhere the Real Time Everyday Spend Member Is and Simple Promotions Consolidation Currency Liquidity Interactions Real-time Relevance Clubs Intent Data Communication

  12. Slide 12: Inspiring Loyalty - Investor Day 2013

    INSPIRING LOYALTY AD DING VALU INVESTOR DAY 2013

Aimia — Investor Day (October 2013) on 6ix