Principal-led support

James Riess
Founder & Principal Consultant
James is a CRM, loyalty, and customer-growth leader with more than 25 years helping enterprise organizations turn customer relationships into measurable commercial value. He connects loyalty strategy, lifecycle engagement, customer intelligence, personalization, and the platforms that enable them—then works with internal teams, agencies, and technology partners to move from direction to implementation.
His work has delivered outcomes at both the customer and organizational level. He built and scaled a CRM and loyalty consulting practice that doubled revenue and headcount in three years, supported the launch of a digital bank that attracted more than $5 billion in first-year deposits, and led wireless acquisition and lifecycle strategies that generated more than 450,000 incremental line activations and approximately 4 million customer renewals.
James brings the perspective of an operator, advisor, and client partner. He focuses teams on the customer signals, decisions, and experiences most likely to improve retention, frequency, loyalty engagement, and lifetime value—and on the measurement needed to prove what creates incremental growth.
Ideas shared in the room
Turning customer-growth ideas
into practical conversations.
James speaks with marketing, loyalty, and technology leaders about the decisions, operating models, and platforms required to create more valuable customer relationships.

Building loyalty through the moments that matter
A working session with more than 20 client leaders on loyalty practices powered by Salesforce Loyalty Cloud.
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Rethink loyalty: from transactions to true connection
Exploring how loyalty can drive growth, emotional connection, and lifetime value beyond points and promotions.
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Cultivating lifelong loyalty with data and personalization
A Merkle and Salesforce workshop on using connected customer data and personalized messaging to strengthen loyalty.
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Are brands buying behavior or driving incrementality?
James joined loyalty and promotions leaders to examine discount dependency, emotional value, and the infrastructure required to change customer behavior.
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SUMMITNew York City · 2025
Redefining loyalty in the mobile era
A C-suite conversation with Airship CMO Maria Robinson about the future of loyalty and how leading brands are rewriting the playbook.
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Building a winning customer engagement program
James represented Merkle on KFC’s global CRM and loyalty panel during two days focused on customer engagement and QSR innovation.
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