Aimia Inc. · TSX:AIM
Aimia — Investor Day (October 2013)
22 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: Future of Loyalty
FUTURE OF LOYALTY David Johnston October 1, 2013
Slide 3: Introduction
INTRODUCTION • Appointed Global Chief Operating Officer in February 2013, responsible for Aimia’s global operating model and performance through the key operating regions • Previously EVP and President and Chief Executive Officer, EMEA • 16 years of experience in Marketing, holding a number of globa
Slide 4: 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
Slide 5: Replicating models: growth by many paths
REPLICATING MODELS: GROWTH BY MANY PATHS • Total addressable market size is vast • Potential to grow Coalition, Proprietary and Analytics • Geographical potential is huge • Sequencing of investments and $80-87B $13-20B Proprietary Loyalty Coalition Loyalty balance of resource are key and Analytics O
Slide 6: Models and IP we are codifying globally
MODELS AND IP WE ARE CODIFYING GLOBALLY Coalition IP Analytics IP Proprietary IP Coalition value Member management Partner management Liability management Redemption fulfilment Member reward value Supply chain management Cash management Technology design Program
Slide 7: Applying advantaged IP in new coalitions
APPLYING ADVANTAGED IP IN NEW COALITIONS Partner Management Advantaged Member Management Knowledge, Expertise Intellectual & Experience Property Technology Supply Chain 7
Slide 8: Evolving our operating model: technology as key enabler to loyalty
EVOLVING OUR OPERATING MODEL: TECHNOLOGY AS KEY ENABLER TO LOYALTY Real-time Achievement Analytics Insight & Operations Mobile Social Scale Interaction Centricity 8
Slide 9: Evolving our operating model: a global, product-based approach to technology
EVOLVING OUR OPERATING MODEL: A GLOBAL, PRODUCT-BASED APPROACH TO TECHNOLOGY Global Global Regional Product Product Execution Strategy & Management & Delivery Management • Maintain a catalogue • Manage Aimia • Represent regional of products global products market needs • Consolidate and export • Est
Slide 10: Evolving our operating model: development of the Aimia loyalty platform
EVOLVING OUR OPERATING MODEL: DEVELOPMENT OF THE AIMIA LOYALTY PLATFORM Members Customer Service Aimia Loyalty Platform Demographic 80/20 Multi-program program level configuration regional segment & by brand targeting customization by channel Marketer 10
Slide 11: Leveraging analytics
LEVERAGING ANALYTICS Specialized Generalist BI Enterprise Outsourced BI tools, CRM and Data Consumer Data Analytic Analytics Decision Management Analytics Providers Engines and Solutions Support and IT Services Scores Tools Systems Market size in 2016, $B $1 $2 $16 $4 $16 $18 CAGR, % 20% 10% 11% 10%
Slide 12: We look for opportunities where we can compete by leveraging 4 key assets
WE LOOK FOR OPPORTUNITIES WHERE WE CAN COMPETE BY LEVERAGING 4 KEY ASSETS Track Value- Customer Data Record of Added IP Centricity Impact • Access to privileged • Intimate knowledge • Experience and • Tools and knowledge customer-centric data of our core sectors results in helping to build lasting o
Slide 13: Building Aimia's global leadership
BUILDING AIMIA’S GLOBAL LEADERSHIP RECENT INVESTMENTS IN PROPRIETARY AND ANALYTICS Re-enforcing Leadership in Established Markets… US & Global Analytics / Proprietary Minority & Commercial US Proprietary Acquisition US Proprietary Acquisition EMEA Analytics Joint Control …and Continuing to Invest in
Slide 14: The means to lead the market
THE MEANS TO LEAD THE MARKET • Technology • Member and investment Partner satisfaction • Economies of scale • Continued growth Codified IP • Sustainable • Global talent profitability • Aimia brand • Market leadership 14
Slide 15: Inspiring Loyalty - Investor Day 2013
INSPIRING LOYALTY AD DING VALU INVESTOR DAY 2013
Slide 16: Intelligent Shopper Solutions (ISS)
INTELLIGENT SHOPPER SOLUTIONS (ISS) David Johnston October 1, 2013
Slide 17: Our work over five years serving clients in fast-moving retail demonstrates our strength
OUR WORK OVER FIVE YEARS SERVING CLIENTS IN FAST-MOVING RETAIL DEMONSTRATES OUR STRENGTH Value- Track Customer Data Added Record of Centricity IP Impact • Strategic relationships • Expertise in applying • Measurable • Strong differentiation with five major retailers customer data to improvements in
Slide 18: Retailer usage of customer data is a journey, and our engagements are at different stages
RETAILER USAGE OF CUSTOMER DATA IS A JOURNEY, AND OUR ENGAGEMENTS ARE AT DIFFERENT STAGES Retailer Data Manufacturer Future Customer-led Monetisation CRM Opportunities Insight Migros, CVS Coles Sobeys Sainsbury’s Increasing: Strategic Value to Retailer, Complexity of Managing CPG Relationships 18
Slide 19: We are accelerating Sobeys' progress in delivering customer-centric retail in Canada
WE ARE ACCELERATING SOBEYS’ PROGRESS IN DELIVERING CUSTOMER-CENTRIC RETAIL IN CANADA Our client discontinued a prominent local Milk brand in one of the Business regions in favour of a new preferred-vendor agreement with a Challenge competitive manufacturer. Milk sales declined rapidly in the affecte
Slide 20: Our work is being recognised as changing the game for marketing by manufacturers
OUR WORK IS BEING RECOGNISED AS CHANGING THE GAME FOR MARKETING BY MANUFACTURERS Measure cholesterol- lowering product Analysis consumption vs. therapeutic dosage In-store Coupon at till targeted at customers who need to Manufacturer Challenge Marketing consume more Loyalty Awards 2013 “Functional F
Slide 21: By connecting data sources, ISS brings disruptive innovation to old and new industries
BY CONNECTING DATA SOURCES, ISS BRINGS DISRUPTIVE INNOVATION TO OLD AND NEW INDUSTRIES • Intelligent research: Targeting purchasers of specific products to add the “Why” to the “What” of transactional data Credit cards • Social media: Aimia Linking shopping baskets to Facebook retail Added Social me
Slide 22: Inspiring Loyalty - Investor Day 2013
INSPIRING LOYALTY AD DING VALU INVESTOR DAY 2013