avanza profile__2016 version 9. sv

COMPANY PROFILE 2016:

Avanza, Inc.

Submitted: January 15, 2016

Version: 8 (shortened version)

CONFIDENTIAL AVANZA PROFILE of 13

COPYRIGHT

This document was prepared by and remains the copyright property of Avanza, Inc. (Avanza). No information contained in this Proposal may be copied, used or divulged, except in official communication between the authorized representatives of Avanza.

CONFIDENTIALITY

Client and Avanza agree this document is a valuable proprietary work product of Avanza, prepared in order to permit Client to evaluate the benefits of implementing Rewards and Relationship Program Services to enable it to achieve its business goals. Client agrees to not, without the prior written permission of Avanza, directly or indirectly, use for itself, exploit in any way the use of, or disclose to any third party, any of the information contained within this document and to limit access of this document only to its employees who have a need to know such information and will otherwise safeguard the document with the same degree of care as it employs with respect to its own confidential information.


Contents

Contents ............................................................................................................................................. 3

1. AVANZA. A Prime Mover of Loyalty in the Philippines. ....................................... 4 2. Our Services ................................................................................................................................ 5 3. Our Clients ................................................................................................................................... 7 4. Project Team ............................................................................................................................ 10

5. Contacts/Authorised Representatives/Legal Entity .......................................... 13


1. AVANZA. A Prime Mover of Loyalty in the Philippines.

A full-service Loyalty Company that helps clients retain and grow its most

profitable customers. Avanza is a pioneer in the loyalty business with more

than 20 years in multi-industry experience. The company has one of the

most comprehensive line-up of Loyalty services in the industry from project

management, call center services, communications, IT systems development,

tracking and reporting, reward fulfillment and perks partnership, field

marketing and research. The company’s extensive experience across a range

of industries and product categories for several countries has resulted in the

development and implementation of a proven systematic approach that

successfully drives revenues and increases the lifetime profitability of its

clients’ customers. Client Industry Track Record: Pharmaceutical, Banking,

Credit Card, FMCG, Insurance, Retail, Airline, Medical, Amusement, Cement,

Oil, Fast-food, and Beverages.

Avanza won its entry for BDO in the International Category for Loyalty

Innovation for Financial Services of Colloquy Awards for 2012. Colloquy is a

U.S. based organization that gives the only loyalty industry awards whose

winners are chosen by the loyalty industry worldwide. This is the first time for

the Philippines to win an international award in the Loyalty industry. This

year, Avanza won gold in the PANATA Marketing Effectiveness Award for

Internal Communications Program for its Mondelez Ka-Joy Partner Program.

Avanza continually invests in future-oriented technology to turn customer

knowledge into profitable customer management activities. The company

introduced many firsts in the industry, such as: First Customer Loyalty

Program, First E-Raffle, First Consumer Coalition Program, First SMS In-Store

Redemption, First SMS Loyalty System, First Loyalty-Integrated Social CRM

amongst others.


2. Our Services

Avanza is a full-service LOYALTY Agency, offering end-to-end project management covering

NEEDS ASSESSMENT AND ANALYSIS

Consultancy

Market Intelligence

Channel/ Trade Audit

RELATIONSHIP STRATEGY DEVELOPMENT

Program Performance Criteria Development

Program Performance Measurement

Database Design and Set-up

Communication Strategy

Creative Development Contact Channel Plan Digital/Social Media

Reward Strategy

Alliance/ Partner Acquisition & Development Rewards List Generation Rewards Acceptance Assessment

Investment Analysis

Process Mapping

Business Controls Design

RELATIONSHIP MANAGEMENT

Program Management

Program Introduction & Training Service Level Tracking Budget Management Liaison Services

Message Management

SMS Solutions Website Email Social Media Inbound and Outbound Contact Management


Response Tracking

Database Management

Database Acquisition Database Clean-up Database Warehousing Data Entry Data Tracking & Processing

Reward Management

Alliance/ Partner Management Reward Sourcing Reward Fulfillment

DATA ANALYTICS

Customer Segmentation & Profiling

Customer Data Mining

Online Data Access

Social Media/EDM Analytics

Performance Reporting

TRACK RECORD

No. of Reward Redemptions Handled: more than 100,000

No. of Years of Experience: 20

No. of Vendor Relationships: 2,000+

Department Stores Appliances Cinemas Fast Food Travel Sports Wellness Bookstore Apparel Chain Audio-Video Recreation


3. Our Clients Avanza has acquired a wide range of industry experience that has provided the knowledge and expertise on Loyalty and Customer Relationship Marketing Program with multiple clients. Our current clients include: Pfizer, BDO, Citibank, Metrobank, Security Bank, PNB, PSBank, WWF, Canon, LBC, Rustan’s, Perpetual Group, Allied Bank, Canon, Perpetual Medical, Worldwide Fund, Converse, Birkenstock, Mondelez (formerly Kraft), Veterans Bank, and Grass Roots (U.K.). Past client experience provides an impressive track record of our expertise and professionalism: Globe, Unilever, RCBC, Abbott, Roche, Alaska Milk, Friso Milk, Amex, Roche, East West Bank, HSBC, P&G, Toy Kingdom, Philamlife Asset Management, Inc., World Partners Bank, GSK, Timezone, Jollibee, Nescafe, BPI, Pilipinas Shell Petroleum Corporation, Bayer Philippines, Colgate Palmolive, Malayan Insurance, Asian Development Bank, San Miguel, Caltex, Total Philippines, Goodyear Tires, Coke and many others. The major Clients of Avanza today are, as follows:

1. BDO Credit Cards Reward Fulfillment for its Credit Card Rewards Program running on its sixth year now. Avanza provided a redemption fulfillment system that serves the following functions:

Web-based Access of Redemption Status – Allows the BDO

Call Center and Project Owners to view all reward orders status. This makes it easier for the agents to advise their cardholders on a delivery status. BDO Project Owners can also view the total redemption status via webtool.

Automated Reward Fulfillment – Allows Avanza to process rewards electronically providing easy monitoring and tracking of each redemption by entry, ordering by vendor, dispatching by courier and proof of delivery to cardholder.

2. Pfizer Healthline and Sulit Card Program CRM Services for its Patient Maintenance Program running on its ninth year now. Avanza provides a full CRM service and systems, as follows: Automated Campaign Management System – Allows

automated send out of SMS, emails, direct mails based on patient profile, disease, and activity.

Healthline Call Center – A full Healthline Call Center manned by trained nurses and medical practitioners/graduates as agents for patient and trade inbound and outbound calls/SMS/emails.


Encoding and Lettershopping – Full-time encoders of all member registration forms generated from doctors. Full-time encoders of all direct mails sent out to patients based on disease and othe profile segmentation.

3. Kraft Wholesaler’s Loyalty Program. Avanza developed the program in 2013 to help Kraft increase the orders from their wholesalers. Avanza developed the systems that track the wholesalers’ performance as well as the automated communications system through SMS and email. For 2014, Avanza developed a mobile app that was pre-loaded in the mobile phones of the top tier wholesalers with a call center support.

4. LBC CRM Program. Avanza developed the Electronic Direct Mails to help LBC launch and engage with its LBC Plus Card Members. The campaign is equipped with a tracking system that provides analytics on efficiency and response of the campaign.

For other current clients, we are providing the following services:

Metrobank Credit Card Reward Fulfillment. Avanza has been

providing reward fulfillment services for the Credit Card Rewards Program since 2010.

Security Bank Credit Card Reward Fulfillment. Avanza has

been providing reward fulfillment services for the Credit Card Rewards Program since 2010.

Citibank. Avanza provides reward fulfillment for points converted

to charitable contributions.

PNB Credit Card Reward Fulfillment – Avanza has been providing reward fulfillment services for the Credit Card Rewards Program since 2014.

MHere Merchant Perks Partnership. Avanza has been acquiring about 130+ merchants that can provide perks for Metrobank cardholders. Contract started in September 2012 and ongoing.

Canon Consumer Loyalty. Avanza developed a loyalty system

using website and mobile app to track purchases of consumers at the retail level. Points can be exchanged for rewards which they


can redeem in-store or via delivery. To accommodate consumers who are not tech savvy, a manual process has been designed. Launched in 2015.

PS Banks Merchant Program. Avanza acquires merchants where

PS Bank Credit Cardholders can enjoy perks and discounts. Launched in 2015.

Converse Shopper Loyalty. Avanza developed a loyalty system

using website and mobile app to track purchases of shopper at the Converse stores. Points can be exchanged as rebates in their next purchase. Launched in 2015.

Birkenstock Shopper Loyalty. Using the LoyaltyNow Mobile

App, shoppers can earn and redeem points at Birkenstock using a QR codes and amount and OR input facility. Launched in 2015.

Perpetual Help Coalition Program. Avanza developed a single-

tracking system of transactions for points and redemption processing across all the companies and establishments of the Perpetual Group of companies. These include the Perpetual Help Medical Group, Perpetual Help Medical School, HMO, Resorts and Hotels, and others companies owned by Tamayo. Launched in 2015.

Grass Roots. Avanza has been fulfilling rewards for Grass Roots’

Philippine programs which are part of global employee and trade programs. Relationship has been going on for more than four years now.

For recent clients that have utilized multi-channel and social media engagements, Alaska Nutribuild 345 is a perfect example of this structure:

1. Alaska Nutribuild 345. Avanza utilized a multi-channel approach

using Social Media to engage not only online advocates but buying customers; loyalty systems using unique code scratch stickers on the product for its loyalty program; crm campaign management systems to send targeted messages through sms and email; and, a call center support manned by nutritionists who attend to outbound and inbound calls.


4. Project Team

Organization Structure “A core team with the flexibility to expand its services based on client needs”.

Avanza focuses on marketing consultancy and, project management and implementation of the LOYALTY Solutions. The functional groupings of Avanza are Project Management, IT Development and System Maintenance, Vendor Relationship, Member Center Services, and Finance, HR, and Administration.


PRIMARY SHAREHOLDERS

MANOLO E. AQUINO (Manolo) Chairman and CEO, January 2004 to Present

MOTIVATION ASIA, Inc., now AVANZA, Inc. President June 1999 to 2014 INFINIT OUTSOURCING, Inc. President 2006 to Present, Manila

PHILIPPINE AIR LINES, INC., Manila, Philippines.

Executive Vice President, Commercial Group, January 1999- April 1999. Executive Vice-President, Administration & Services, September 1994-December 1998.

Senior Vice President, Administration & Procurement, May 1993-September 1994.

PILIPINAS SHELL PETROLEUM CORPORATION., Manila, Philippines. The major Shell operating company in the Philippines, involved in the manufacturing and marketing of petroleum products.

General Manager, Treasury; Assistant Treasurer; December 1989-April 1993.


MARIA LUZ E. JAVIER (Yayu)

President & COO, January 2004 to Present

AVANZA, INC.

Country Manager March 2003 to December 2003

Senior Vice President July 1997 to February 2003

Account Group Director and Creative Director Program Services Group March 1996 to June 1997

Creative Director August 1995 to March 1996

Freelance Creative and Advertising Consultant Manila, Philippines, January to March 1995.

SYABAS PUBLISHERS AND ADVERTISING AGENCY Brunei Darussalam Manager September 1993 to April 1994

BENFOODS, SDN. BHD. (Brunei Darussalam), Advertising and Promotions Executive July 1991 to August 1993.

ACE/SAATCHI & SAATCHI ADVERTISING AGENCY Account Supervisor September 1988 to September 1990

Other Designations:

PHILIPPINE MARKETING ASSOCIATION PMA International Affairs Director and Representative to the Asia Marketing Federation, 2015 President, 2014 Executive Vice President, 2013 Vice President for Youth & Academe, 2011 Vice President for Membership, 2010

BANK MARKETING ASSOCIATION OF THE PHILIPPINES Chairperson for Election

PHILIPPINE ASSOCIATION FOR THE ADVANCEMENT OF ASSOCIATION EXECUTIVES Member of Board of Trustees


5. Contacts/Authorised Representatives/Legal Entity

Maria Luz E. Javier Yayu President and Chief Operating Officer Email: [email protected]

Rajini R. Romero Raj Group Director – Relationship Marketing Group E-mail: [email protected]

Petrine Ongsiako Pet Group Director – Rewards Marketing Group E-mail: [email protected]

Mirasol R. Quema Bong Director, Business Development E-mail: [email protected]

Official Registered Name: Avanza, Inc. Type of Business: Corporation

Corporate Headquarters:

Suites 1201 & 1602, 139 Corporate Center, 139 Valero Street, Salcedo Village Makati City, 1227 Philippines Telephone number (632) 840-4061 Facsimile (632) 812-3030 Website: www.avanza.ph

avanza profile__2016 version 9. sv

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