Leverage the best and the brightest to turn insight about your customers into actionable, strategic campaigns

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Denise DeSisto

VP, Marketing Automation & Product Innovation

“We are the extension of your execution team. We help you stay on track with your marketing calendar while assisting with delivery team for creative and code development.”

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Paul Welsh

VP, Analytics & Product Innovation

“We combine a deep understanding of your customer behavior with industry best practices and statistical modeling to drive changes in both marketing and operational strategy.”

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Kimberly Mlodzinski

Senior Account Director

“We interact with clients on a daily basis to oversee Lifecycle Marking campaign execution and ensure strategic alignment between marketing and with corporate initiatives.”

We do “data” everyday!

Expert people and comprehensive services to act as an extension of your marketing team and to help leverage your Platform.

Our team of strategic marketers and analysts eat, sleep, and breathe customer data.

  • Customer Portfolios’ team of analytical and marketing experts design ominichannel lifecycle campaigns whose primary goal is to increase the value of a customer as they move through various lifecycle stages.
  • The Customer Portfolios’ team knows exactly when to reach out to customers with the appropriate individualized offer, product and message.
  • The CP team will function as an extension of your marketing organization and seamlessly help grow your business.



You have the right customer segments, campaign creative, and messaging – all that’s left to do is execute. We work side by side with brands to execute targeted, omnichannel lifecycle campaigns.

Such outbound channels include: email, direct marketing, catalogs, clienteling, call centers, social media, and mobile marketing. Our talented subject matter experts will build, test, validate, and launch omnichannel marketing campaigns.

There are a lot of moving parts that go into the development of a targeted ad hoc, or lifecycle campaign send. Customer Portfolios can perform these efforts on behalf of our clients to ensure all campaigns are deployed successfully.

Allowing the CP team to take action will provide you and your team with more time to focus on other initiatives.

These additional services include:

  • Full HTML email creation and link tracking
  • Dynamic content and personalization
  • Proofing and QA of all outbound communication
  • A/B subject line and content testing
  • Development and QA of list segmentation
  • Full campaign build and launch using CP’s MARCIE Workbench
  • Deliverability monitoring



In addition to marketing services, Customer Portfolios’ strategic marketing analysts leverage insights generated by customer behavior and campaigns to identify account growth opportunities.

Their objective is to support your marketing initiatives and help to prioritize these initiatives.

Such strategic services include:

  • Analyzing campaign data to understand customer behavior and trends
  • Modeling customer future value and revenue per customer
  • Uncovering new opportunities to drive incremental revenue and customer engagement
  • Performing ongoing business and customer analysis based on corporate strategy and goals
  • Building business and customer business intelligence and dashboards



As part of our overall client relationship management, the Customer Portfolios team will facilitate and manage communication with clients daily to ensure that the strategic and tactical needs are being met.

This support includes:

  • A dedicated team comprised of an account director, account manager, marketing analyst, marketing program specialist, data engineer, and solution architect
  • Project management and scoping of all client requests
  • Tracking of all client assets, requests, marketing program schedules and team tasks
  • Regularly scheduled meetings to review all ongoing projects and initiatives
  • Ongoing client reviews to ensure that client needs are being met and strategic insight is continuing to grow the business