1 .877.9MERKLE | MERKLEINC.COM | © 2013 MERKLE INC.

MERKLEAT A GLANCE

Merkle – At a Glance

Who we areMerkle is the nation’s largest privately-held agency. And as an agency dedicated to customer relationship marketing (CRM), Fortune 1000 companies and leading nonprofit organizations partner with us to maximize the value of their customer portfolios. We help our clients create more meaningful, targeted customer experiences, which lead to more valuable customer relationships. We do this through a process we call Connected CRM (cCRM)™.

Our ApproachThe foundation of cCRM is a clearly rationalized strategic framework that is widely adopted at all levels of the organization and forms an ongoing process. The framework reflects the requirements for making cCRM a reality. It begins with enterprise segmentation that supports the customer strategy and forms the basis for planning based on customer value metrics. An integrated targeting and customization competency supports media and channel planning for personalized experience delivery. And a strong financial management competency utilizes measurement and attribution techniques to enable media and channel budget application.

The infrastructure that enables an enterprise cCRM process encompasses the data, systems, tools and technologies required for ongoing management and execution. The organizational impact of the approach is equally important. Without support across the entire organization, the cCRM effort will be at risk. It includes changes in corporate structure, employee skill sets, business processes, and even compensation plans.

As the only full-service CRM agency of its kind, Merkle is focused on delivering fully integrated cCRM solutions, calling upon these competencies to deliver outcomes that result in customer value, customer engagement and marketing performance. Our industry-focused approach to delivering these results ensures that our customer strategy, data, analytics, technology, creative and digital services are tailored for each client’s vision of Connected CRM.

Connected CRM is a systematic way to identify, serve and retain customers based upon their value better than competitors, through orchestrated customer interactions that improve financial results, create competitive advantage and drive shareholder value.

1 .877.9MERKLE | MERKLEINC.COM | © 2013 MERKLE INC.

CapabilitiesEmploying data-driven strategies, Merkle blends the unique strengths of four capability areas to excel in the marketing, technology, data & analytical, and digital & creative disciplines that deliver on the cCRM philosophy. With a strategically led, consultative approach, we work closely with clients to design, execute and continuously evaluate CRM programs throughout the buying cycle, across all touchpoints.

Management Consulting Through cCRM, we help clients build and sustain more profitable customer relationships. We deploy our teams in parallel with client organizations to build cross-functional alignment around common goals. Together, we build strategies that break down organizational silos and leverage data from all touchpoints to inform decisions that create optimal outcomes for our clients. The result is improved customer value, customer engagement and marketing performance.

Technology SolutionsMerkle’s team of more than 500 marketing technology professionals has one goal: to provide Merkle clients with best-in-class, flexible technology solutions that satisfy specific core needs now and can be expanded and adapted to meet changing business requirements. We’re successful when we provide our clients with a seamless technology solution that solves marketing problems and delivers tangible results. To accomplish this goal, we provide a set of Managed Services; Hosted Services; and Integration Services intended to support clients’ existing solutions as well as anticipate their future needs.

Quantitative MarketingMerkle’s combined team of analytic and data experts includes more than 200 advanced-degreed statisticians. Our solutions deliver insights that drive and optimize cCRM performance. We take a unique, agnostic approach to obtaining, analyzing and optimizing the most valuable offline and digital data in the industry. Additionally, we use customer and market information to help steer our clients’ decision making through improved insights about the customer or better measurement, including discovery and assessment; data collection and exploratory data analysis (EDA); iterative analysis; summarization and insights; and recommendations and implementation.

INDUSTRIES WE SERVE

Our vertical focus provides industry-level solutions and

innovation to our clients, while our capability practices areas ensure

that cross-industry technology and analytic best practices are utilized.

Customer ExperienceThe customer experience must be a journey that manifests itself across the immediate interactions of the customer, expressed in terms of the message, brand and context. Our customer experience team, consisting of more than 200 dedicated digital experts and 100 creative professionals, designs, creates and delivers highly personalized customer experiences across established and emerging media, both offline and digital. Capabilities to create full service consumer-focused user experiences include Information Architecture; Content; Strategy and Copy; Visual Design; Studio; Production; and Usability Research. Integrated account management and digital strategy services include Display; Search; Social; Mobile; and Email.

Banking and Finance

Insurance & Wealth Management

Life Sciences

Nonprofit

Retail

Consumer Packaged Goods

Travel, Media & Entertainment

Business-to-Business

High-Tech

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Merkle Facts & FiguresWe help world-class organizations use information more effectively across their entire marketing enterprise to maximize financial performance and return on marketing investment. The core of our solution is our highly flexible and scalable marketing technology platform coupled with award-winning analytics, creative and digital marketing capabilities, and driven by our highly-disciplined consultative approach. It is the integration of these competencies that creates superior results for our marketers.

Company Profile:

f Chairman & CEO: David Williams f Ownership: Privately held by current management since 1988 f Revenue: $320 million f Locations: Baltimore – Boston – Denver – Hagerstown, MD – Little Rock – Minneapolis – Montclair, NJ – New York – Philadelphia – Pittsburgh – San Francisco – Shanghai

f Employees: 1,700

Our Customers:

f 150+ World-class clients f Industries served include: Retail Consumer Goods, Life Sciences, Insurance & Wealth Management, Nonprofit, Specialty Retail, Banking & Finance, Travel, Media & Entertainment, High-Tech and Telecommunications, B-to-B

Our Capabilities:

f Manage over 140 marketing databases f 200 + dedicated digital professionals f 200 + marketing analysts and statisticians f 500+ marketing technology professionals f 100+ creative professionals f Inform over $10 billion in marketing decisions annually

The Time is Now Today, it’s not enough to provide great products and services. A fully integrated customer relationship marketing program provides an opportunity for marketers to grow their competitive advantage. Merkle has the expertise to leverage brand and consumer insight to inform customer-centric marketing creative and program strategies.

VISIONTo be the undisputed leader in Customer Relationship Marketing

MISSIONTo compete as a CRM agency offering clients world class solutions for managing their customer portfolio. We help marketers maximize the value of their customers throughout the customer lifecycle across all offline and online touchpoints to help achieve optimal financial performance

PASSIONHelping the greatest brands in the world create competitive advantage by putting the customer at the center of the business strategy