What We Do

Digital Marketing Services in the Age of Big Data

Customer Portfolios offers a full-service digital marketing platform that is custom-built for your business. We start by integrating all data from your customer touchpoints and business systems. We then leverage insight from behavior analysis to deliver marketing strategy and programs that are personalized and targeted. We also provide the services, tools and products needed to execute omni-channel digital marketing campaigns that generate revenue and create loyal, high-value customers.

Explore the image below for more information on our core services…

Our Data Expertise Is Yours

In the age of Big Data, expert and innovative database engineers are perhaps the single greatest commodity in digital marketing. We’re lucky to have the best. We build custom, marketing-centric databases for our clients by integrating all customer touchpoints and business systems. We then optimize the data and leverage sophisticated and proven database schemas that enable highly-targeted and relevant marketing. Your data will flow into this environment, and refresh the entire data set, daily.


Know Your Customer

Building a database is just a beginning. It’s what you do with that data that moves the revenue needle. Our seasoned analysts deliver provocative and actionable insight that enables your business to better understand your customers and engage them more effectively. Whether it’s custom reports in easy to digest formats, ad-hoc analysis, or the often game-changing insight delivered in Portfolio Pathing, we provide the insight your business needs to develop and execute highly targeted and profitable marketing programs.


Build Loyalty and Increase Revenue

So now your database is integrated and optimized. You’re accessing reports and understanding your customers. You’ve created segments and are executing multiple targeted marketing campaigns.  Where do you go from here?  How do you retain customers and create increased revenue across channels? Our strategic approach for retention and conversion is ‘Complete Customer Monetization’. Which is simply, to provide the most engaging content at every step – and through every channel – of your customer’s lifecycle. From acquisition, to multi-purchase, to brand advocate, to high-value lifetime customer.


The Right Offer at the Right Time

Our on-site marketing and creative teams are agile and experienced.  Our teams can work independently, or as an extension of your team, on front- and back-end execution of your omni-channel marketing communications.  Our proprietary marketing execution tool – the Marketing Workbench – is integrated with industry-leading Email and Direct Mail platforms, providing our clients with the unique ability to leverage their customer database for segmented lists from which to execute highly-targeted messaging and offers. We can also execute mobile offers and communications to your mobile subscribers.

At Customer Portfolios, we utilize a segment-based, end-to-end, lifecycle marketing approach that’s been proven to generate incremental revenue and grow customer value naturally. The idea is to identify and motivate the ideal (think revenue!) engagement behavior at each point along the customer lifecycle.

We are driven by data. It means we’re deriving the greatest possible value from your customers at every step of the way, while ensuring that your relationship is a long, happy, and prosperous one.


We start by integrating incoming data from all customer touch points (along with your existing data) to build you a truly phenomenal high-performance database. That’s the (relatively) easy part. What we also offer – which other’s can’t even touch – is our even-more-phenomenal Marketing Workbench. Combine the sophisticated analytical and executional power of our Marketing Workbench with the rich information resources of your (recently-revitalized) marketing database, and you’ve got the Customer Portfolios Digital Services Platform – the platform that is setting a new standard for the industry.

We are exceptionally effective in our ability to measure and build customer engagement with your company and brand. We utilize an end-to-end, lifecycle marketing approach that’s been proven to grow customer value naturally by identifying and motivating the ideal engagement behavior at each point along the customer lifecycle. Each customer is approached as an individual and treated according to their unique needs, wants and behavior patterns as identified within our sophisticated marketing framework. Our approach has been proven to deliver the results marketers like you most desire:

  • Improved customer engagement and conversion
  • Increased customer value
  • High-potential customer acquisition
  • Greater customer retention rates
  • Incremental revenue

Insights are great. Timely targeted execution is essential. But it’s all just a shot in the dark if you don’t close the loop and learn something from the effort. With CP, all of our marketing campaigns are designed to be closed-loop and measurable.  Every outbound action generates an inbound reaction of some kind. A click-through, a sale, a tweet. Even “no response” is a kind of response. We capture these responses and feed them back into your database. Each becomes a measure of the success of the campaign, and another vital data point in understanding that customer. Better understanding leads to better insights and ever-more-effective campaigns. The result is a more accurate determination of program effectiveness and ROI.

More importantly, the data captured can populate fresh results reports — clearly highlighting actionable opportunities — so programs can continuously be analyzed and improved. From these insights, our resident customer strategy geniuses are able to identify sales and revenue opportunities and develop tactical marketing initiatives to carry your customers through a high-value lifecycle.