Carolyn Tait Maicd ▪ Cx ▪ Marketing ▪ Financial Services Email & Phone Number

Sydney, NSW, AU

I lead a team of highly motivated service designers who use data and research to deeply understand member needs and complex issues. We leverage service design methodology, human centred design and behavioural economics to design new member experiences end-to-end and to improve existing ones.

Accountable for end-to-end member experience leading marketing, analytics, financial planning and contact centre teams. We achieved our best-ever results from both members and employers in our annual Coredata Satisfaction Survey before merging with AustralianSuper in December 2021.

Accountable for driving deposits and funds under administration through IFAs. In FY19 we exceeded both targets for cash deposits (up 17% to $53bn) and funds-on-platform (up 4% to $86bn) - p14 MQG Annual Report FY2019.

Newly-created role responsible for leading data-driven marketing capability stream of multi-million dollar transformation at AMP. Remit included content, digital and social media as well as marketing operations. Between 2015-2017 AMP’s NPS improved 12-18pts across the three feedback loops tracked – interaction, episodic and digital.

Newly-created role to lead the marketing of CBA-branded wealth products - Essential Super, SMSFs, Financial Planning, MyWealth as well as life and general insurance. Joined CBA marketing leadership team and reported directly to CMO Vittoria Shortt. Doubled lead volume to advice improving online conversion of financial planning referrals by 83% YOY and.

Darling Harbour

Asked to lead marketing stream of national launch for Essential Super, CBA/CFS MySuper product. Strategic significance meant visibility at most senior levels of wealth and bank.

Maternity-leave contract leading 30+ team of marketers and inbound-phone retention agents delivering both B2B and B2C growth and retention initiatives for superannuation, investments, and life insurance.

Asked by newly-appointed CCIA chair to lead critical fundraising team while institute conducted search for a permanent Head of Fundraising. Role reported to Executive Director Professor Michelle Haber AM.

Executive placement reporting to GM Marketing leading the Brand, Research and Analytics teams critical to launch of major TTL campaign.

Led marketing team for investments, life and general insurance businesses in Australia and New Zealand. Reported directly to CEO, part of regional leadership team and served on several Zurich boards.

Newly-created role to set up Investec’s marketing function in Australia.

Accountable for in-house agency of 20+ marketers, copywriters and graphic designers producing all marketing as well as regulatory communications for Macquarie Investment Management.

Gaicd, Company Directorship

Bachelor Of Arts - Ba, Double Major: English(Hons), Psychology

Rg146, Superannuation

Certificate Of Superannuation Management (In Conjunction With Afsa), Superannuation

Google Analytics - Turning Data Into Profit

Social Media Marketing: Facebook, Twitter And Blogs, Laurel Papworth

Diploma In Fine Arts, Fine Art

Twelve-month, one-lecture-a-week diploma course in fine arts assessed by essay and exam

Ps146 (Then - Now Rg146) Compliant, Financial Planning - Risk Management And Insurance, Investments, Superannuation

Two Subjects, The Securities Industry, Securities Industry Law

Diploma Of The Australian Insurance Institute (Dipaii), Life And General Insurance