About Us. Merkle is a customer relationship marketing agency. We help our clients create superior customer experiences, both online and offline.

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1 About Us. Merkle is a customer relationship marketing agency. We help our clients create superior customer experiences, both online and offline. ABOUT US 6.1 Please provide us with a brief description of your company s primary business in lay terms. Include a description of your primary industry; products and/or services, and main customers and competitors. 3

2 UNFOLD THE STORY MERKLE CULTURE GUIDE ABOUT US 6.1 Before we describe our company and what we do, we recommend you take a few minutes to review our Culture Guide. You will find references to our culture all throughout our responses, so having some grounding in our culture will help everything make more sense. We were very intentional when we wrote the guide four years ago. Until that time, Merkle was still rather small and most employees were working together under one roof. Our company scaled up rapidly, and seemingly overnight we found ourselves operating out of multiple different locations 4

3 MERKLE CULTURE GUIDE IS GIVEN TO ALL NEW HIRES throughout the United States, as well as offices in China and the United Kingdom. So we wanted to find a way to explain ourselves to our new employees and to have a way of describing our culture. Since then, our Culture Guide has become an important recruiting tool, with many of our job applicants telling us the Guide helped seal their decision to join Merkle. It s also become a training tool both for our employees and our managers and is now the basis of a week-long leadership development program that will be described later on. What you will read in the following pages will show you, in a very real way, that the guide is not just some slick marketing piece. Rather, it is a blueprint for everything we do at Merkle and the secret sauce that makes Merkle the successful agency it is. MERKLE CULTURE GUIDE OUR COMPANY CULTURE DOESN T MERELY REFLECT WHAT WE DO. IT DEFINES WHO WE ARE. PAGE 22 PAGE 23 5

4 Merkle is the nation s largest privately-held customer relationship marketing (CRM) agency and is dedicated to providing world-class CRM services to Fortune 1000 companies and leading nonprofit organizations. We help our clients create superior customer experiences so that they can engage with their customers and prospective customers, both online and offline. Merkle combines a complete range of marketing, technical, analytical and creative disciplines to offer integrated customer marketing solutions for clients. Our services include consulting, database marketing technology, the industry s best analytics, creative and communications services, and digital agency services. Our industry and our company have changed exponentially since 1988, when, at the age of 25, our CEO David Williams purchased what was a small data processing firm. Over the next quarter century, Merkle transformed itself several times over to become a leading innovator in CRM techniques. Today, technology has completely changed the way 6

5 Growth IN MILLIONS $148 $180 $211 $223 $255 $303 $ companies go to market. No longer are these the days of national media and mass marketing. Today we live in the age of the customer, where marketers engage one-to-one with customers through social and digital media when and how the customer wants, whether that be on their smartphone, tablet, computer, direct mail or on Facebook or Twitter. The key to success in our industry is continuous innovation that results in growth by gaining market share from others who don t stay on top of their game taking advantage of emerging technologies and continually focusing on innovation and efficiencies. As a result, Merkle has outpaced market growth rates even in tough economic times and sustained an enviable record of year-over-year organic growth since Today, we re proud to be among the top global CRM agencies, the 7th largest CRM/Direct Marketing Agency, the 6th largest Google Media Partner. We have also been recognized by Advertising Age as the fastest-growing CRM agency in the U.S. and received a special distinction among the World s Top 50 Agencies. Also, Merkle-IMPAQT jumped from number 7

6 12 to number 6 in the 25 Largest U.S. Search-Marketing Agencies, and reached the top 20 for the first time in the 25 Largest U.S. Mobile Marketing Agencies. RECENT RECOGNITION: Stevie Award for Marketing Campaign of the Year category for Corporate Reputation and Professional Services Advertising Age: Fastest Growing Top 20 US Agency from All Disciplines 17th Largest US Digital Agency Network 10th Largest and Fastest Growing CRM/Direct Marketing Network in the World 10th Largest and Fastest Growing Search Marketing Agency 7th Largest US CRM/Direct Marketing Network Top 25 US Mobile Agency (Ranked 19th) Top 50 Agency in the World (Ranked 22nd) Largest US Agencies from All Disciplines (Ranked 20th) Post 200 Top Private Regional Business Internationalist Award for Innovative Digital Solutions in the Humanitarian category Fundraising Success Gold Award Multiple DMA Innovation Award Winner 8

7 CONNECTED CRM CONNECTED CRM With the marketing landscape evolving at such a rapid pace, there are three key trends that are changing the way brands market to customers: big data, digital media and customer-centricity. Merkle is at the center of this change. Connected CRM (ccrm) is a strategy that allows marketers to identify, serve and retain customers based on their value, and to do it better than their competitors. We do this through orchestrated customer interactions that improve financial results, create competitive advantage and drive shareholder value. A ccrm approach is a unique way to differentiate within the marketplace, as it allows our clients to look at their customers and potential customers holistically. The end result is that our clients have a 360-degree view of the customer, which gives them a distinct competitive advantage. We provide a ccrm framework for organizations to apply quantitative strategies to their marketing programs across mass, direct and digital media. 9

8 MERKLE S COLUMBIA OFFICE OUR AMAZING PEOPLE We employ more than 2,034 talented professionals in a variety of disciplines, including: 250+ advanced-degreed statisticians 620+ digital media professionals 650+ marketing technology professionals 100+ creative specialists MERKLE S SHANGHAI OFFICE 10

9 SOME OF OUR CLIENTS Presently we serve over 150 of the best brands in the world brands like Dell, DirecTV, UnderArmour, Samsung, Google, Lowes, Disney, Marriott, Capital One, Microsoft, GEICO, Safeway, Tiffany & Co., Travelers, GMAC Insurance and MetLife plus leading nonprofit organizations, such as American Cancer Society, Susan G. Komen and the Arthritis Foundation. Simply put, Merkle is in the business of helping brands in a wide variety of industries (retail & consumer goods, insurance & wealth management, life sciences, nonprofit, banking & finance, travel, media & entertainment, and hi-tech) maximize the value of their customer portfolios. This is accomplished through a strategically led, data-driven process that utilizes customer targeting, measurement and insights to propel increases in customer acquisition, engagement and value. Merkle s CRM strategy consultants, vertical industry experts and marketing services specialists develop and implement programs that promote customer engagement across digital and traditional media and channels. SOME OF OUR CLIENTS 11

10 OUR COMPETITORS Because we ve designed a way to bring multiple capabilities together under one roof, we have a broader reach and a broader skillset than most other companies and agencies in our industry. That s what makes us stand out from the competition and why we are growing so quickly. Think about us this way: Merkle is part technology company, part marketing analytics provider, part consulting company and part advertising agency. As such, there isn t one set of competitors to compare us to, though we regularly complete with Acxiom, Epsilon, Experian, Accenture, IBM, Digitas and Razorfish, whose offerings overlap with some, but not all, of ours. Technology Marketing Analytics Consulting Advertising Agency 12

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