Aimia Inc. · TSX:AIM
Aimia — Investor Day (October 2013)
14 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: Transforming the Coalition: Our Coalitions in EMEA
TRANSFORMING THE COALITION: OUR COALITIONS IN EMEA Jan-Pieter Lips October 1, 2013 2
Slide 3: Introduction
INTRODUCTION • Appointed Regional President in February 2013, moving from role as Managing Director of Nectar UK and Aimia Middle East • One of the founders of Nectar UK in 2002 • 16 years of experience in Loyalty, working for Air Miles Netherlands prior to Nectar Jan-Pieter Lips PRESIDENT – EUROPE,
Slide 4: Aimia's EMEA coalitions show the diversity of our expertise and scale
AIMIA’S EMEA COALITIONS SHOW THE DIVERSITY OF OUR EXPERTISE AND SCALE OF OUR ENGAGEMENT F2012 Members Partners Demographic Consolidated Gross Billings 17 $2.243B (+500 online) Sainsbury’s, 19M Mass market Nectar UK eBay, (2002) Homebase, BP, 25% (2002) British Gas 27 | 25 | 48 13 Nectar Italy 10M* S
Slide 5: Despite this diversity, the core value of coalition remains constant
DESPITE THIS DIVERSITY, THE CORE VALUE OF COALITION REMAINS CONSTANT 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 away from the pack 5
Slide 6: Strengthen our current position: Nectar UK today has great momentum
STRENGTHEN OUR CURRENT POSITION: NECTAR UK TODAY HAS GREAT MOMENTUM Member Base Growth 2006-12 Point Issuance Growth 2006-12 (Millions of 12m Active Cards) (Indexed, 2006 Base Pts = 100) CAGR % 25 CAGR % 160 06-09 09-12F 06-09 09-12F 1.7 8.2 140 Base Points 20 5.3 7.3 120 15 100 Over 55% of UK house
Slide 7: How has Nectar delivered this step change in growth?
HOW HAS NECTAR DELIVERED THIS STEP CHANGE IN GROWTH? FOUNDATIONS FOR COALITION REFRESH Member Partner Investment Reward Value in the Brand Value Proposition Maximise value of loyalty • Higher member • Nectar marketing currency earned by: engagement drives investment unlocks • Existing partner more i
Slide 8: Strengthen existing coalitions: refresh of Air Miles Middle East
STRENGTHEN EXISTING COALITIONS: REFRESH OF AIR MILES MIDDLE EAST HSBC Market Programme Collector Growth Ambition Relaunch Activity Up Platform • HSBC wanted to • Investment in reward • Step-change in • 8 ME countries grew invest in creating value, choice and member engagement, real GDP by 5% or a ma
Slide 9: Enhancing member value with Sainsbury's
STRENGTHEN EXISTING COALITIONS: ENHANCING MEMBER VALUE WITH SAINSBURY’S Summer Double Value We continue to invest in our brand and value to Collectors: • 3 week campaign when Collectors could earn 2X standard value from their points via in-store voucher exchange • Partners included Vue, Tragus, Merl
Slide 10: Breaking away from the pack: digital transformation with eBay
BREAKING AWAY FROM THE PACK: EMBRACING THE DIGITAL TRANSFORMATION WITH EBAY Successful Launch and Continued Growth Update on progress since launch • UK’s largest online • 3.3M users have linked eBay and Nectar accounts marketplace with over 14M • Nectar points have been earned on over 78M transactio
Slide 11: Codify and transfer successful models: local programs unlock a new type of partner
CODIFY AND TRANSFER SUCCESSFUL MODELS: LOCAL PROGRAMS UNLOCK A NEW TYPE OF PARTNER Italy • Pilot starting in Q4 2013 Transfer: • Largest SME market in the EU • Targeting small businesses in Platform/tech by number of firms fragmented sectors, e.g., restaurants Campaign design • SMEs account for 80%
Slide 12: Driving continued leadership in our EMEA coalitions
DRIVING CONTINUED LEADERSHIP IN OUR EMEA COALITIONS Strategic Aspiration Strategic Pillars Financial Expression 1 Strengthen our current position Growth in “Be the recognized existing coalitions global leader in loyalty, inspiring Diversification of Codify and replicate revenues from brands to b
Slide 13: A closing thought: What could Nectar look like in 2018?
A CLOSING THOUGHT: What could Nectar look like in 2018?
Slide 14: Inspiring Loyalty: Investor Day 2013
INSPIRING LOYALTY AD DING VALU INVESTOR DAY 2013