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CAM Marketing, Communications and Client Experience 2022 - Coggle Diagram
CAM Marketing, Communications and Client Experience 2022
Client Experience
MyViewpoint
Introduce to clients
Video
Update on sites
ML
CWP
CAM
LG
HFP
Newsletters
Brochure
add to sites
Websites navigation
initial communication of valuation
CRM generated from adviser
Newsletters
Mailchimp
MyViewpoint widget
CX Journeys
sales
PLF
Wealth
Client Services
ML
advised
non-advised
Compliance
Marketing
Admin
Accounts
Clifton Pension websites
The Property Pension
The Business owners Pension
The Franchise Pension
The Start Up Pension
The Wealth Builder Pension
Regular Trading Meeting with Sales
Adviser
Comms
HTML email templates
crm to drive sales opps
Marketing support for advisers
Whitepapers
Case study pages
Automated emails
Business opportunities
Whitepapers
Clifton Pension
Wealth
Protection
Investment
Social
Testimonial Tuesday
Tom W
PLF
CAM
Boosters
jacob.hammersley@clifton-asset.co.uk
AT
Reporting
Monthly Board Reports
Dashboard?
Trading report
Video Channels
Ask Tom
Tav on Money
Training and M&A Comms
Websites
Internal Comms
Acquired Businesses
Leonard Gold
Burnett &
Reid