1. COMPANY PROFILE 2016:
Avanza, Inc.
Submitted: January 15, 2016
Version: 8 (shortened version)

2. CONFIDENTIAL AVANZA PROFILE Page 2 of 13
COPYRIGHT
This document was prepared by and remains the copyright
property of Avanza, Inc. (Avanza). No information
contained in this Proposal may be copied, used or divulged,
except in official communication between the authorized
representatives of Avanza.
CONFIDENTIALITY
Client and Avanza agree this document is a valuable
proprietary work product of Avanza, prepared in order to
permit Client to evaluate the benefits of implementing
Rewards and Relationship Program Services to enable
it to achieve its business goals. Client agrees to not, without
the prior written permission of Avanza, directly or indirectly,
use for itself, exploit in any way the use of, or disclose to any
third party, any of the information contained within this
document and to limit access of this document only to its
employees who have a need to know such information and
will otherwise safeguard the document with the same degree
of care as it employs with respect to its own confidential
information.

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Contents
Contents............................................................................................................................................. 3
1. AVANZA. A Prime Mover of Loyalty in the Philippines. ....................................... 4
2. Our Services................................................................................................................................ 5
3. Our Clients................................................................................................................................... 7
4. Project Team ............................................................................................................................10
5. Contacts/Authorised Representatives/Legal Entity ..........................................13

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1. AVANZA. A Prime Mover of Loyalty in the Philippines.
A full-service Loyalty Company that helps clients retain and grow its most
profitable customers. Avanza is a pioneer in the loyalty business with more
than 20 years in multi-industry experience. The company has one of the
most comprehensive line-up of Loyalty services in the industry from project
management, call center services, communications, IT systems development,
tracking and reporting, reward fulfillment and perks partnership, field
marketing and research. The company’s extensive experience across a range
of industries and product categories for several countries has resulted in the
development and implementation of a proven systematic approach that
successfully drives revenues and increases the lifetime profitability of its
clients’ customers. Client Industry Track Record: Pharmaceutical, Banking,
Credit Card, FMCG, Insurance, Retail, Airline, Medical, Amusement, Cement,
Oil, Fast-food, and Beverages.
Avanza won its entry for BDO in the International Category for Loyalty
Innovation for Financial Services of Colloquy Awards for 2012. Colloquy is a
U.S. based organization that gives the only loyalty industry awards whose
winners are chosen by the loyalty industry worldwide. This is the first time for
the Philippines to win an international award in the Loyalty industry. This
year, Avanza won gold in the PANATA Marketing Effectiveness Award for
Internal Communications Program for its Mondelez Ka-Joy Partner Program.
Avanza continually invests in future-oriented technology to turn customer
knowledge into profitable customer management activities. The company
introduced many firsts in the industry, such as: First Customer Loyalty
Program, First E-Raffle, First Consumer Coalition Program, First SMS In-Store
Redemption, First SMS Loyalty System, First Loyalty-Integrated Social CRM
amongst others.

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2. Our Services
Avanza is a full-service LOYALTY Agency, offering end-to-end project
management covering
NEEDS ASSESSMENT AND ANALYSIS
 Consultancy
 Market Intelligence
 Channel/ Trade Audit
RELATIONSHIP STRATEGY DEVELOPMENT
 Program Performance Criteria Development
 Program Performance Measurement
 Database Design and Set-up
 Communication Strategy
 Creative Development
 Contact Channel Plan
 Digital/Social Media
 Reward Strategy
 Alliance/ Partner Acquisition & Development
 Rewards List Generation
 Rewards Acceptance Assessment
 Investment Analysis
 Process Mapping
 Business Controls Design
RELATIONSHIP MANAGEMENT
 Program Management
 Program Introduction & Training
 Service Level Tracking
 Budget Management
 Liaison Services
 Message Management
 SMS Solutions
 Website
 Email
 Social Media
 Inbound and Outbound Contact Management

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 Response Tracking
 Database Management
 Database Acquisition
 Database Clean-up
 Database Warehousing
 Data Entry
 Data Tracking & Processing
 Reward Management
 Alliance/ Partner Management
 Reward Sourcing
 Reward Fulfillment
DATA ANALYTICS
 Customer Segmentation & Profiling
 Customer Data Mining
 Online Data Access
 Social Media/EDM Analytics
 Performance Reporting
TRACK RECORD
No. of Reward Redemptions Handled: more than 100,000
No. of Years of Experience: 20
No. of Vendor Relationships: 2,000+
 Department Stores
 Appliances
 Cinemas
 Fast Food
 Travel
 Sports
 Wellness
 Bookstore
 Apparel Chain
 Audio-Video
 Recreation

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3. Our Clients
Avanza has acquired a wide range of industry experience that has provided
the knowledge and expertise on Loyalty and Customer Relationship Marketing
Program with multiple clients.
Our current clients include: Pfizer, BDO, Citibank, Metrobank, Security
Bank, PNB, PSBank, WWF, Canon, LBC, Rustan’s, Perpetual Group,
Allied Bank, Canon, Perpetual Medical, Worldwide Fund, Converse,
Birkenstock, Mondelez (formerly Kraft), Veterans Bank, and Grass
Roots (U.K.). Past client experience provides an impressive track record of
our expertise and professionalism: Globe, Unilever, RCBC, Abbott, Roche,
Alaska Milk, Friso Milk, Amex, Roche, East West Bank, HSBC, P&G, Toy
Kingdom, Philamlife Asset Management, Inc., World Partners Bank, GSK,
Timezone, Jollibee, Nescafe, BPI, Pilipinas Shell Petroleum Corporation, Bayer
Philippines, Colgate Palmolive, Malayan Insurance, Asian Development Bank,
San Miguel, Caltex, Total Philippines, Goodyear Tires, Coke and many others.
The major Clients of Avanza today are, as follows:
1. BDO Credit Cards Reward Fulfillment for its Credit Card
Rewards Program running on its sixth year now. Avanza provided a
redemption fulfillment system that serves the following functions:
 Web-based Access of Redemption Status – Allows the BDO
Call Center and Project Owners to view all reward orders status.
This makes it easier for the agents to advise their cardholders
on a delivery status. BDO Project Owners can also view the total
redemption status via webtool.
 Automated Reward Fulfillment – Allows Avanza to process
rewards electronically providing easy monitoring and tracking of
each redemption by entry, ordering by vendor, dispatching by
courier and proof of delivery to cardholder.
2. Pfizer Healthline and Sulit Card Program CRM Services for
its Patient Maintenance Program running on its ninth year now.
Avanza provides a full CRM service and systems, as follows:
 Automated Campaign Management System – Allows
automated send out of SMS, emails, direct mails based on
patient profile, disease, and activity.
 Healthline Call Center – A full Healthline Call Center manned
by trained nurses and medical practitioners/graduates as agents
for patient and trade inbound and outbound calls/SMS/emails.

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 Encoding and Lettershopping – Full-time encoders of all
member registration forms generated from doctors. Full-time
encoders of all direct mails sent out to patients based on
disease and othe profile segmentation.
3. Kraft Wholesaler’s Loyalty Program. Avanza developed the
program in 2013 to help Kraft increase the orders from their
wholesalers. Avanza developed the systems that track the
wholesalers’ performance as well as the automated communications
system through SMS and email. For 2014, Avanza developed a
mobile app that was pre-loaded in the mobile phones of the top tier
wholesalers with a call center support.
4. LBC CRM Program. Avanza developed the Electronic Direct Mails
to help LBC launch and engage with its LBC Plus Card Members.
The campaign is equipped with a tracking system that provides
analytics on efficiency and response of the campaign.
For other current clients, we are providing the following services:
 Metrobank Credit Card Reward Fulfillment. Avanza has been
providing reward fulfillment services for the Credit Card Rewards
Program since 2010.
 Security Bank Credit Card Reward Fulfillment. Avanza has
been providing reward fulfillment services for the Credit Card
Rewards Program since 2010.
 Citibank. Avanza provides reward fulfillment for points converted
to charitable contributions.
 PNB Credit Card Reward Fulfillment – Avanza has been
providing reward fulfillment services for the Credit Card Rewards
Program since 2014.
 MHere Merchant Perks Partnership. Avanza has been
acquiring about 130+ merchants that can provide perks for
Metrobank cardholders. Contract started in September 2012 and
ongoing.
 Canon Consumer Loyalty. Avanza developed a loyalty system
using website and mobile app to track purchases of consumers at
the retail level. Points can be exchanged for rewards which they

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can redeem in-store or via delivery. To accommodate consumers
who are not tech savvy, a manual process has been designed.
Launched in 2015.
 PS Banks Merchant Program. Avanza acquires merchants where
PS Bank Credit Cardholders can enjoy perks and discounts.
Launched in 2015.
 Converse Shopper Loyalty. Avanza developed a loyalty system
using website and mobile app to track purchases of shopper at the
Converse stores. Points can be exchanged as rebates in their next
purchase. Launched in 2015.
 Birkenstock Shopper Loyalty. Using the LoyaltyNow Mobile
App, shoppers can earn and redeem points at Birkenstock using a
QR codes and amount and OR input facility. Launched in 2015.
 Perpetual Help Coalition Program. Avanza developed a single-
tracking system of transactions for points and redemption
processing across all the companies and establishments of the
Perpetual Group of companies. These include the Perpetual Help
Medical Group, Perpetual Help Medical School, HMO, Resorts and
Hotels, and others companies owned by Tamayo. Launched in
2015.
 Grass Roots. Avanza has been fulfilling rewards for Grass Roots’
Philippine programs which are part of global employee and trade
programs. Relationship has been going on for more than four years
now.
For recent clients that have utilized multi-channel and social media
engagements, Alaska Nutribuild 345 is a perfect example of this structure:
1. Alaska Nutribuild 345. Avanza utilized a multi-channel approach
using Social Media to engage not only online advocates but buying
customers; loyalty systems using unique code scratch stickers on
the product for its loyalty program; crm campaign management
systems to send targeted messages through sms and email; and, a
call center support manned by nutritionists who attend to outbound
and inbound calls.

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4. Project Team
Organization Structure
“A core team with the flexibility to expand its services based on
client needs”.
Avanza focuses on marketing consultancy and, project management and
implementation of the LOYALTY Solutions. The functional groupings of
Avanza are Project Management, IT Development and System
Maintenance, Vendor Relationship, Member Center Services, and Finance,
HR, and Administration.

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PRIMARY SHAREHOLDERS
MANOLO E. AQUINO (Manolo)
Chairman and CEO, January 2004 to Present
MOTIVATION ASIA, Inc., now AVANZA, Inc.
President
June 1999 to 2014
INFINIT OUTSOURCING, Inc.
President
2006 to Present, Manila
PHILIPPINE AIR LINES, INC., Manila, Philippines.
Executive Vice President, Commercial Group,
January 1999- April 1999.
Executive Vice-President, Administration & Services,
September 1994-December 1998.
Senior Vice President, Administration & Procurement,
May 1993-September 1994.
PILIPINAS SHELL PETROLEUM CORPORATION., Manila,
Philippines. The major Shell operating company in the Philippines,
involved in the manufacturing and marketing of petroleum products.
General Manager, Treasury; Assistant Treasurer;
December 1989-April 1993.

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MARIA LUZ E. JAVIER (Yayu)
President & COO, January 2004 to Present
AVANZA, INC.
Country Manager
March 2003 to December 2003
Senior Vice President
July 1997 to February 2003
Account Group Director and Creative Director
Program Services Group
March 1996 to June 1997
Creative Director
August 1995 to March 1996
Freelance Creative and Advertising Consultant
Manila, Philippines, January to March 1995.
SYABAS PUBLISHERS AND ADVERTISING AGENCY
Brunei Darussalam
Manager
September 1993 to April 1994
BENFOODS, SDN. BHD. (Brunei Darussalam),
Advertising and Promotions Executive
July 1991 to August 1993.
ACE/SAATCHI & SAATCHI ADVERTISING AGENCY
Account Supervisor
September 1988 to September 1990
Other Designations:
PHILIPPINE MARKETING ASSOCIATION
PMA International Affairs Director and Representative to the
Asia Marketing Federation, 2015
President, 2014
Executive Vice President, 2013
Vice President for Youth & Academe, 2011
Vice President for Membership, 2010
BANK MARKETING ASSOCIATION OF THE PHILIPPINES
Chairperson for Election
PHILIPPINE ASSOCIATION FOR THE ADVANCEMENT OF
ASSOCIATION EXECUTIVES
Member of Board of Trustees

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5. Contacts/Authorised Representatives/Legal Entity
Maria Luz E. Javier
Yayu
President and Chief Operating Officer
Email: Yayu.Javier@Avanza.ph
Rajini R. Romero
Raj
Group Director – Relationship Marketing Group
E-mail: Rajini.Romero@Avanza.ph
Petrine Ongsiako
Pet
Group Director – Rewards Marketing Group
E-mail: Petrine.Ongsiako@Avanza.ph
Mirasol R. Quema
Bong
Director, Business Development
E-mail: Bong.Quema@Avanza.ph
Official Registered Name: Avanza, Inc.
Type of Business: Corporation
Corporate Headquarters:
Suites 1201 & 1602, 139 Corporate Center,
139 Valero Street, Salcedo Village
Makati City, 1227 Philippines
Telephone number (632) 840-4061
Facsimile (632) 812-3030
Website: www.avanza.ph