Aimia Inc. · TSX:AIM
Aimia — Investor Day (September 2013)
20 slides from Aimia's investor day presentation, Sep 18, 2013
Slide 1: Inspiring Loyalty - Investor Day 2013
INSPIRING LOYALTY AD DING VALU INVESTOR DAY 2013
Slide 2: Aimia's Global Strategy
AIMIA’S GLOBAL STRATEGY Rupert Duchesne September 18, 2013
Slide 3: Forward-Looking Statement
FORWARD-LOOKING STATEMENT Forward-looking statements are included in the following presentation. These forward-looking statements are identified by the use of terms and phrases such as “anticipate”, “believe”, “could”, “estimate”, “expect”, “intend”, “may”, “plan”, “predict”, “project”, “will”, “wou
Slide 4: Introduction
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. • Prior to his current
Slide 5: 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 5
Slide 6: Agenda
AGENDA 10:10-10:30 RUPERT DUCHESNE Aimia: Overview and Strategic Aspirations 10:30-10:55 VINCE TIMPANO / KEVIN O'BRIEN Transforming the Coalition: Aeroplan 2.0 10:55-11:15 JAN-PIETER LIPS Strengthening & Growing Coalitions outside Canada 11:15-11:35 DAVID JOHNSTON Leveraging our Expertise & Investin
Slide 7: 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 7
Slide 8: ...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
Slide 9: 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
Slide 10: 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
Slide 11: Our Strategy Remains Focused on Leading the Market
OUR STRATEGY REMAINS FOCUSED ON LEADING THE MARKET Strategic Aspiration Strategic Pillars 1 Break away from the pack “Be the recognized global leader in loyalty, inspiring brands to build 2 Codify and replicate successful models globally unparalleled relationships with their customers by Strengthen
Slide 12: Break Away From the Pack
1 BREAK AWAY FROM THE PACK Differentiate and add value to clients investing in distinctive capabilities Creating and/or Leading-edge loyalty acquiring assets analytics capabilities Delivering distinctive that can generate to generate unique value in programs that meaningful privileged customer and w
Slide 13: Customised Customer Experience Campaign
CUSTOMISED CUSTOMER EXPERIENCE CAMPAIGN 13
Slide 14: Break Away From the Pack
1 BREAK AWAY FROM THE PACK Differentiate and add value to clients investing in distinctive capabilities Creating and/or Leading-edge loyalty acquiring assets analytics capabilities Delivering distinctive that can generate to generate unique value in programs that meaningful privileged customer and w
Slide 15: The Member-Centric Mindset at the Heart of What We Do
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
Slide 16: Codify and Replicate Successful Models Globally
2 CODIFY AND REPLICATE SUCCESSFUL MODELS GLOBALLY Coalition Analytics Proprietary • Enrich the member and • Further invest in • Remove barriers to client partner value propositions predictive analytics to decision making and in existing coalitions deliver unique loyalty- pursue broader-based • Devel
Slide 17: Strengthen Our Current Position
3 STRENGTHEN OUR CURRENT POSITION Countries Channels Verticals Segments 17
Slide 18: Evolve Our Operating Model
4 EVOLVE OUR OPERATING MODEL Product Management Approach to Growth Commercial Model • Enable client benefits • Growth in current markets • More focused account (e.g., upgrades) and to be mainly organic or via management, with product economies of scale by commercial partnerships specialist support t
Slide 19: Continuing to Drive an Attractive Investment Proposition
CONTINUING TO DRIVE AN ATTRACTIVE INVESTMENT PROPOSITION Strategic Aspiration Strategic Pillars Investment Proposition 1 Break away from the pack Attractive business “Be the recognized model with more global leader in diversification of loyalty, inspiring profitability and brands to build 2 Codify
Slide 20: Inspiring Loyalty - Investor Day 2013
INSPIRING LOYALTY AD DING VALU INVESTOR DAY 2013