Marketing & Digital PortfolioExamples

Kiran Kaur 2015

Highlights Newsletter

• Monthly digital publication to all solicitable Citi Banking and Wealth Management clients

• Segmented versions

• Drive engagement, cross sell, NPS

Weekly Research Newsletter

• Weekly email to wealth management clients

• Digital content on both websites

Monthly Outlook video

• Monthly email and website content for Citi UK

Usage

• Campaigns driving usage of

– Digital services

– Cards

– Digital products

– Non CitiPhone and branch

Partnerships Program

• Access to exclusive partnership services for banking and wealth management clients

• From lifestyle, travel, luxury and professional services

• Available via Relationship Managers (RMs)

• Regular RM engagement, partner launches and client comms

Cross sell activity

• Deepening and cross selling products to our existing clients

• Product launches

• Tactical product and service promotions

• Multiple language

• Targeted and segmented

Regulatory

• Delivering changes to collateral

• Communicating effectively to clients

• Eg

– Policy projects

– Product changes

– Legal changes

– Regulator changes

– Process changes

Branch

• Sales aids, ATM, posters

• Smart branch marketing wall and sales wall creative under development

Member Get Member

• Tiered rewards for referrals for both UK and IPB

• Relationship Manager engagement

• Referral Markets promotion

• Client comms

Large scale Marketing Projects

• Eg Portfolio reallocation to new Relationship Managers, business re modelling, Mobile App Launch, Fraud awareness activity