About Us

Founded in August 2001, the Customer Portfolios (CP) team comes from both the client side and the service side. We provide outsourced marketing services to help our clients achieve their goals. We do this with actionable customer and opportunity analysis that leads to effective program execution, and Lights-Out Marketing programs executed automatically by specific customer behavior.

There is no secret sauce or black box associated with the work delivered by Customer Portfolios. Rather, it is the tight integration between marketing execution and analytics, built atop a customer-centric data platform.

Bringing together right-brain and left-brain thinking, CP delivers on the age-old promise - the right offer, to the right customer, at the right time. This is how we help our clients execute intelligent marketing to build their best customers.

cus•to•mer port•fo•li•o - n:

1.  Customers are grouped into distinct customer portfolios.

a.  Each portfolio contains a mutually exclusive set of customers.

b.  Portfolio groupings are based on customer behavior and other needs-related characteristics.

2.  The life of a portfolio:

a.  Created by Customer Discovery & Opportunity Analysis.

b.  Stimulated by Lights-Out and other targeted marketing programs execution, and improved by program measurement and response analysis.