Customer Portfolios Announces Portfolio Pathing

November 14, 2017

Solution Drives Deep Customer Understanding for High ROI Marketing

BOSTON, MA - November 14, 2017 --

Customer Portfolios, a marketing technology leader that uses insights and analytics to increase customer value, announces Portfolio Pathing — a breakthrough way for businesses to better understand their individual customers and create high-return marketing campaigns.

As a proven methodology, Portfolio Pathing applies advanced analytics to uncover unique purchase trends that can be optimized through strategic lifecycle campaigns and cultivate more profitable customers.

“We created Portfolio Pathing to offer businesses detailed customer analysis and segmentation with individual customer profiles — defining past behavior, channel preferences, lifetime value, predicted future spend, and much more,” said Augie MacCurrach, Customer Portfolios’ CEO. “The result? Brands better understand their customers and known prospects to clearly identify lifecycle segments. Based on this data, we make strategic recommendations on the lifecycle marketing campaigns that will drive immediate return.”

Find out more on Customer Portfolios’ new website.

Unlocking Value Through Data with Portfolio Pathing

Portfolio Pathing is an in-depth analysis that provides granular and unique customer insight on trends and behaviors, such as:

  • Customer lifetime orders and value
  • Male vs. female purchase tendencies
  • YOY trends in acquisition and retention
  • Yearly revenue contribution by cohort
  • Product to product cross-sell models

Creating A Customer Roadmap with Portfolio Pathing

By knowing more about their customers, retailers can develop optimal streams of communication. Portfolio Pathing provides retailers a roadmap on how to increase the value of a customer through targeted, 1:1 lifecycle campaigns, such as welcome, purchase, engagement, and loyalty.

Actionable Intelligence

Portfolio Pathing helps retailers harness their customer and business data to provide them with insights that lead them to determine:

  • Future value creation
  • Customer attrition risk
  • Customer acquisition optimization
  • Next best offer recommendation
  • Definition of optimal repurchase cycle
  • Seasonal changes in behavior
  • Customer propensity to repurchase vs. attrite
  • Channel penetration and cross-over
  • Discount purchase behaviors
  • And much more

Fueling Business Growth

By targeting prospects and customers in an orchestrated manner, retailers can drive transactions through engagement and see significant impact on their bottom line.

“Brands are leveraging numerous marketing messages, channels and partners to try and react to customer interactions, but often they lose sight of the holistic experience that the customer is going through,” continued MacCurrach. “Portfolio Pathing not only uncovers that experience from both the brand and customer view, it prescribes the path forward to create a cohesive conversation that maximizes both short and long-term value.”

Find out more about Portfolio Pathing on Customer Portfolios’ new website.

About Customer Portfolios
Customer Portfolios is a marketing technology leader that empowers its global clients to maximize the value of each customer. The company leverages advanced analytics, strategy, marketing automation and execution to uncover actionable insights and execute targeted and measurable Lifecycle Marketing campaigns. The Customer Portfolios team of analytical and marketing experts help companies like Johnston and Murphy, Vera Bradley, Journeys, Harbor One, Subway, Teleflora, Frye, Tourneau, and many more consistently drive revenue growth and increase customer lifetime value. Visit, read our blog and follow us on Twitter and LinkedIn.


Customer Portfolios
Jim McNulty, 508-481-2024