SlideShare a Scribd company logo
Proprietary & Confidential | 1
INCREASE MEMBER
ENROLLMENT & DRIVE REVENUE,
RETENTION & CONTINUITY
Wholesale Membership Platform
Ready-to-go wholesale programs
Custom enhanced wholesale programs
Lifestyle programs
Premium programs
Proprietary & Confidential | 2
SERVING FORTUNE 50-1,000
and local and regional businesses
INDUSTRIES SERVED
financial services, home improvement,
insurance, food service, sports, retail,
distribution, publishing, telecommunications and
pharmaceuticals
AUGEO AT A GLANCE
1,200+
active loyalty
programs in market
in over 55 countries
30,000+
card-linked offers at
retail locations
nationwide
15+
years managing
loyalty programs
12,000,000+
end users with over 33
billion points on file
NATIONAL OFFICES
Headquarters
St. Paul, MN
Scottsdale, AZ
Naperville, IL
Dover, NH
New York, NY
Ronkonkoma, NY
Roswell, GA
Proprietary & Confidential | 3
CORE PLATFORMS
driven by hundreds of international & national clients
EMPLOYEE RECOGNITION
Employee incentive solutions deployed
with unique contest functionality, game
mechanics and custom mobile platforms.
Award redemption options including e-gift
cards, merchandise and custom catalogs.
FINANCIAL INSTITUTION
LOYALTY
Enterprise loyalty strategies with customized
solutions providing comprehensive rewards,
earn and burn opportunities and merchant-
funded programs supporting card-linked
offers both in-store and online.
CARD-LINKED OFFERS
National, regional and local offers are
linked directly to a sponsoring payment
card or consumers can add a payment
card of their choice and earn cash back or
bonus points both in-store and online.
CUSTOMER LOYALTY
B2B & B2C programs designed to elevate
overall engagement and strengthen your
relationship with your customers.
INSURANCES
Access for employers and associations to
offer enhanced health, auto, home and life
insurance and other financial products and
services without added cost or
administration.
MEMBERSHIP BENEFITS
Access to over 200,000 local, regional and
national offerings, partners and discounts,
we package various programs that are
customized to meet specific industry,
client and consumer objectives.
AGENCY
Develops and executes comprehensive
marketing campaigns, product inception
ideas and optimize programs with web,
tablet, mobile and interactive
communications, photo and video
production and social media efforts.
Proprietary & Confidential | 4Proprietary & Confidential | 4
ENGAGEMENT
SOLUTIONS
FOR LEADING
NATIONAL
BRANDS
Creating engaged communities
and enhancing brand loyalty for
more than 15 years. The
consumer engagement
programs we craft are visual,
digital, interactive, social,
mobile and successful.
Proprietary & Confidential | 5Proprietary & Confidential | 5
AUGEO’S
EXPERIENCE
FOSTERS
INNOVATION
ACROSS
MARKETS
Augeo's work on new and
innovative platforms allows
us to implement leading
innovations in our financial
institution loyalty products
and be first in market with
new program features.
Proprietary & Confidential | 6
MEMBERSHIP ENGAGEMENT
LEVERAGING CURRENT TRENDS
Our breadth of platforms and functionality
enable inventive and tailored approaches to
loyalty subscription programs.
All programs leverage:
• Benefits network
• Social and traditional points chassis
• Customer support
• Billing services
• Mobile technologies
Proprietary & Confidential | 7
DRIVE REVENUE WITH UNIQUE
OPPORTUNITIES
Increased transaction frequency & value
Better customer retention
Greater brand affinity & increased loyalty
Competitive advantage created by increased product differentiation
New revenue sources from upsell
Proprietary & Confidential | 8Proprietary & Confidential | 8
READY-TO-GO
WHOLESALE
PACKAGES
• Deployment ready
• Quick-to-market solution
• Custom branded
• Distinctive visual approach
created by a team of
designers, copywriters and
interactive developers
Proprietary & Confidential | 9
CUSTOM WHOLSALE PACKAGES
Proprietary & Confidential | 10Proprietary & Confidential | 10
LIFESTYLE
PACKAGES
• Deals
• National and local offers
• Insurance savings
• Earn Koiyn
• Gaming
• Voting
• Photo contests
• Redeem Koiyn
• Quarterly sweepstakes
• Monthly auctions
• Gift cards
• Merchandise
Proprietary & Confidential | 11
Product &
Benefits
Fulfillment
Marketing
Acquisition
&
Enrollment
Servicing
Reporting
IT Infrastructure
COMPREHENSIVE SUPPORT
Proprietary & Confidential | 12
WELLNESS
Alternative Wellness
Anytime Fitness
Hearing aids
Chiropractic services
Telemedicine
Contact lenses
Dental plan
Diabetic supplies
Fitness network
Health information library
Hospital network
Mail order prescription plan
Mail order hearing instruments
Mail order pharmacy
Medical supplies & equipment
Medical evacuation
Medical record storage
Oral Care Program
Network pharmacy
Nurse hotline
Nursing home care
Online fitness & nutrition center
Online health manager
Online physicians
Physician referral program
Podiatry services
Prescription delivery
Senior answers
Vision plan
LIFESTYLE, TRAVEL &
ENTERTAINMENT
Airfare booking platform
Resort vacation platform
Hotel booking platform
Cruse center
Vacation packages
Budget truck rental
FTD flowers & gifts
Online farmer’s market
Gourmet foods
Grocery coupon book
Discount moving & storage
Grocery coupons
Restaurant coupons
Pet care
Pet drug card
PODS storage discounts
SpaFinder gift certificates
Magazine subscriptions
Movie tickets
Theme park coupons
Alarm systems
Lawn care
Cleaning services
Discounted dining
Auto rental
Personal concierge
Park Ride Fly USA
ID PROTECTION & LEGAL
SERVICES
ID monitoring
ID risk scores
ID restoration services
Identity theft insurance
Family legal plan
Finance tools
Financial counseling
Personal finance resources
Tax hotline
Credit card theft guarantee
Home deductible reimbursement
Small business legal plan
Small business tax advice
AUTOMOBILE
Emergency roadside assistance
Auto care savings plan
Mechanic hotline
Auto service, tires & wheels
Discount tires & rims
New auto quotes & purchasing
Used auto quotes
SHOPPING
Discount merchandise
Lowest price guarantee
Extended warranty plan
Local merchant network
Cash Rebates Mall
DISCOUNTED GIFT CARDS
Over 200 name brand gift cards to choose from
including:
AMC Theaters Gold
Experience Tickets
Barnes & Noble
Dave & Busters
The Sports Authority
Foot Locker
Lowes Home Improvement
Auto Zone
CVS Pharmacy
Staples
LOCAL MERCHANT NETWORK
Automotive
Beauty
Business & Office
Clothing
Computers & Electronics
Dry Cleaner
Education
Entertainment & Recreation
Financial Services
Fitness & Wellness
Food & Dining
Health & Medical Services
Home Services & Contractors
Insurance
Legal Services
Party, Event & Wedding Services
Pet Services
Professional
Real Estate Services
Retail
Sports
Tax services
Travel
CHOOSE FROM HUNDREDS OF
PRODUCTS, SERVICES & OFFERS
Proprietary & Confidential | 13Proprietary & Confidential | 13
ONBOARDING &
FULFILLMENT
• Fulfillment materials are
mailed within 2 business
days of new membership
notification.
• The materials can be
completely custom or our
standard ready-to-go
materials.
Proprietary & Confidential | 14
Marketing support
Website
E-mail campaigns
Online advertising
Print collateral
Social media
Direct mail
Media advertising
Retail promotions
REFINED IMPLEMENTATION PROCESS
Best practices from 100’s of programs
Discovery
6
Requirements
6
UI Design
6
Technology Development
6
Testing/QA
6
Marketing Support
6
Deployment
6
Evaluation/refinement
Proprietary & Confidential | 15
PROVEN TECHNOLOGY
Tested by millions of transactional events
• Front and back end IT development capabilities
• Decades of experience in programming and software engineering
• Applications designed to be customizable to clients needs
• All core software and systems developed and maintained in-house
• State of the industry hardware and software systems
• Ability to receive and transmit data via FTP, direct connection, as well as various media formats
• Redundant and secure hardware and storage systems
15
Proprietary & Confidential | 16
TECHNOLOGY SUPPORT
Pre & post launch
• Membership acquisition software and logic
• Membership information database set-up and management
• Compliance (e.g. PCI, PA-DSS, ISO)
• Adherence to security requirements in your infrastructure
• Website development
• Network configuration
• Scheduled maintenance
• Monitoring, support and problem management of technology
• Business continuity planning and disaster recovery
• Data back-up and archiving
Proprietary & Confidential | 17
MARKETING & CREATIVE SERVICES
Print, Web, Mobile, Movies, Email,
Social Media, Games & Public Relations
Proprietary & Confidential | 18
RESPONSIVE CUSTOMER SERVICE
Phone, online, email support
• Dedicated IVR and web based information systems
• 24/7 live customer service
• Highly trained on all membership programs
• Structured with team leaders, supervisors to assure rapid
escalation/resolution
• Internal quality monitoring and coaching
• Standards of performance
Average speed to answer
85% of calls within
11 seconds
90% of calls within 45
seconds
90%85%
Proprietary & Confidential | 19
Integrated
complementary skills
Dedicated Account Director
Program Design
Software Development
Project Manager
Marketing Strategist
Integration Manager
Business Analyst
Engagement Engineer
Website Developers
Front-End UI Designer
Back-end Developer
Creative Copy Writers and Designers
Application Architects
Enterprise Architect
Hardware Engineer
Tech Support Team
Performance Analyst
EXTENSIVE TEAM
Wide range of experience
• Dedicated Account Director
• Every Augeo Membership Program benefits from dedicated staff
knowledgeable about every aspects of your particular program
• Guidance on program design practices consultation
• Revenue opportunity exploration management
• Evaluation, analysis and recommended improvement
Proprietary & Confidential | 20
THANK YOU
We stand by ready and eager to begin work on your behalf.
David Carlson
dcarlson@augeomarketing.com
1.800.657.8309

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Augeo Membership presentation 2016

  • 1. Proprietary & Confidential | 1 INCREASE MEMBER ENROLLMENT & DRIVE REVENUE, RETENTION & CONTINUITY Wholesale Membership Platform Ready-to-go wholesale programs Custom enhanced wholesale programs Lifestyle programs Premium programs
  • 2. Proprietary & Confidential | 2 SERVING FORTUNE 50-1,000 and local and regional businesses INDUSTRIES SERVED financial services, home improvement, insurance, food service, sports, retail, distribution, publishing, telecommunications and pharmaceuticals AUGEO AT A GLANCE 1,200+ active loyalty programs in market in over 55 countries 30,000+ card-linked offers at retail locations nationwide 15+ years managing loyalty programs 12,000,000+ end users with over 33 billion points on file NATIONAL OFFICES Headquarters St. Paul, MN Scottsdale, AZ Naperville, IL Dover, NH New York, NY Ronkonkoma, NY Roswell, GA
  • 3. Proprietary & Confidential | 3 CORE PLATFORMS driven by hundreds of international & national clients EMPLOYEE RECOGNITION Employee incentive solutions deployed with unique contest functionality, game mechanics and custom mobile platforms. Award redemption options including e-gift cards, merchandise and custom catalogs. FINANCIAL INSTITUTION LOYALTY Enterprise loyalty strategies with customized solutions providing comprehensive rewards, earn and burn opportunities and merchant- funded programs supporting card-linked offers both in-store and online. CARD-LINKED OFFERS National, regional and local offers are linked directly to a sponsoring payment card or consumers can add a payment card of their choice and earn cash back or bonus points both in-store and online. CUSTOMER LOYALTY B2B & B2C programs designed to elevate overall engagement and strengthen your relationship with your customers. INSURANCES Access for employers and associations to offer enhanced health, auto, home and life insurance and other financial products and services without added cost or administration. MEMBERSHIP BENEFITS Access to over 200,000 local, regional and national offerings, partners and discounts, we package various programs that are customized to meet specific industry, client and consumer objectives. AGENCY Develops and executes comprehensive marketing campaigns, product inception ideas and optimize programs with web, tablet, mobile and interactive communications, photo and video production and social media efforts.
  • 4. Proprietary & Confidential | 4Proprietary & Confidential | 4 ENGAGEMENT SOLUTIONS FOR LEADING NATIONAL BRANDS Creating engaged communities and enhancing brand loyalty for more than 15 years. The consumer engagement programs we craft are visual, digital, interactive, social, mobile and successful.
  • 5. Proprietary & Confidential | 5Proprietary & Confidential | 5 AUGEO’S EXPERIENCE FOSTERS INNOVATION ACROSS MARKETS Augeo's work on new and innovative platforms allows us to implement leading innovations in our financial institution loyalty products and be first in market with new program features.
  • 6. Proprietary & Confidential | 6 MEMBERSHIP ENGAGEMENT LEVERAGING CURRENT TRENDS Our breadth of platforms and functionality enable inventive and tailored approaches to loyalty subscription programs. All programs leverage: • Benefits network • Social and traditional points chassis • Customer support • Billing services • Mobile technologies
  • 7. Proprietary & Confidential | 7 DRIVE REVENUE WITH UNIQUE OPPORTUNITIES Increased transaction frequency & value Better customer retention Greater brand affinity & increased loyalty Competitive advantage created by increased product differentiation New revenue sources from upsell
  • 8. Proprietary & Confidential | 8Proprietary & Confidential | 8 READY-TO-GO WHOLESALE PACKAGES • Deployment ready • Quick-to-market solution • Custom branded • Distinctive visual approach created by a team of designers, copywriters and interactive developers
  • 9. Proprietary & Confidential | 9 CUSTOM WHOLSALE PACKAGES
  • 10. Proprietary & Confidential | 10Proprietary & Confidential | 10 LIFESTYLE PACKAGES • Deals • National and local offers • Insurance savings • Earn Koiyn • Gaming • Voting • Photo contests • Redeem Koiyn • Quarterly sweepstakes • Monthly auctions • Gift cards • Merchandise
  • 11. Proprietary & Confidential | 11 Product & Benefits Fulfillment Marketing Acquisition & Enrollment Servicing Reporting IT Infrastructure COMPREHENSIVE SUPPORT
  • 12. Proprietary & Confidential | 12 WELLNESS Alternative Wellness Anytime Fitness Hearing aids Chiropractic services Telemedicine Contact lenses Dental plan Diabetic supplies Fitness network Health information library Hospital network Mail order prescription plan Mail order hearing instruments Mail order pharmacy Medical supplies & equipment Medical evacuation Medical record storage Oral Care Program Network pharmacy Nurse hotline Nursing home care Online fitness & nutrition center Online health manager Online physicians Physician referral program Podiatry services Prescription delivery Senior answers Vision plan LIFESTYLE, TRAVEL & ENTERTAINMENT Airfare booking platform Resort vacation platform Hotel booking platform Cruse center Vacation packages Budget truck rental FTD flowers & gifts Online farmer’s market Gourmet foods Grocery coupon book Discount moving & storage Grocery coupons Restaurant coupons Pet care Pet drug card PODS storage discounts SpaFinder gift certificates Magazine subscriptions Movie tickets Theme park coupons Alarm systems Lawn care Cleaning services Discounted dining Auto rental Personal concierge Park Ride Fly USA ID PROTECTION & LEGAL SERVICES ID monitoring ID risk scores ID restoration services Identity theft insurance Family legal plan Finance tools Financial counseling Personal finance resources Tax hotline Credit card theft guarantee Home deductible reimbursement Small business legal plan Small business tax advice AUTOMOBILE Emergency roadside assistance Auto care savings plan Mechanic hotline Auto service, tires & wheels Discount tires & rims New auto quotes & purchasing Used auto quotes SHOPPING Discount merchandise Lowest price guarantee Extended warranty plan Local merchant network Cash Rebates Mall DISCOUNTED GIFT CARDS Over 200 name brand gift cards to choose from including: AMC Theaters Gold Experience Tickets Barnes & Noble Dave & Busters The Sports Authority Foot Locker Lowes Home Improvement Auto Zone CVS Pharmacy Staples LOCAL MERCHANT NETWORK Automotive Beauty Business & Office Clothing Computers & Electronics Dry Cleaner Education Entertainment & Recreation Financial Services Fitness & Wellness Food & Dining Health & Medical Services Home Services & Contractors Insurance Legal Services Party, Event & Wedding Services Pet Services Professional Real Estate Services Retail Sports Tax services Travel CHOOSE FROM HUNDREDS OF PRODUCTS, SERVICES & OFFERS
  • 13. Proprietary & Confidential | 13Proprietary & Confidential | 13 ONBOARDING & FULFILLMENT • Fulfillment materials are mailed within 2 business days of new membership notification. • The materials can be completely custom or our standard ready-to-go materials.
  • 14. Proprietary & Confidential | 14 Marketing support Website E-mail campaigns Online advertising Print collateral Social media Direct mail Media advertising Retail promotions REFINED IMPLEMENTATION PROCESS Best practices from 100’s of programs Discovery 6 Requirements 6 UI Design 6 Technology Development 6 Testing/QA 6 Marketing Support 6 Deployment 6 Evaluation/refinement
  • 15. Proprietary & Confidential | 15 PROVEN TECHNOLOGY Tested by millions of transactional events • Front and back end IT development capabilities • Decades of experience in programming and software engineering • Applications designed to be customizable to clients needs • All core software and systems developed and maintained in-house • State of the industry hardware and software systems • Ability to receive and transmit data via FTP, direct connection, as well as various media formats • Redundant and secure hardware and storage systems 15
  • 16. Proprietary & Confidential | 16 TECHNOLOGY SUPPORT Pre & post launch • Membership acquisition software and logic • Membership information database set-up and management • Compliance (e.g. PCI, PA-DSS, ISO) • Adherence to security requirements in your infrastructure • Website development • Network configuration • Scheduled maintenance • Monitoring, support and problem management of technology • Business continuity planning and disaster recovery • Data back-up and archiving
  • 17. Proprietary & Confidential | 17 MARKETING & CREATIVE SERVICES Print, Web, Mobile, Movies, Email, Social Media, Games & Public Relations
  • 18. Proprietary & Confidential | 18 RESPONSIVE CUSTOMER SERVICE Phone, online, email support • Dedicated IVR and web based information systems • 24/7 live customer service • Highly trained on all membership programs • Structured with team leaders, supervisors to assure rapid escalation/resolution • Internal quality monitoring and coaching • Standards of performance Average speed to answer 85% of calls within 11 seconds 90% of calls within 45 seconds 90%85%
  • 19. Proprietary & Confidential | 19 Integrated complementary skills Dedicated Account Director Program Design Software Development Project Manager Marketing Strategist Integration Manager Business Analyst Engagement Engineer Website Developers Front-End UI Designer Back-end Developer Creative Copy Writers and Designers Application Architects Enterprise Architect Hardware Engineer Tech Support Team Performance Analyst EXTENSIVE TEAM Wide range of experience • Dedicated Account Director • Every Augeo Membership Program benefits from dedicated staff knowledgeable about every aspects of your particular program • Guidance on program design practices consultation • Revenue opportunity exploration management • Evaluation, analysis and recommended improvement
  • 20. Proprietary & Confidential | 20 THANK YOU We stand by ready and eager to begin work on your behalf. David Carlson dcarlson@augeomarketing.com 1.800.657.8309