Lisa Lamont Email & Phone Number

Edinburgh, United Kingdom

As Criterion’s marketing manager, I am responsible for the operational delivery of all our marketing activities from managing the website, PR, events, social media, CSR, collateral, emailshots to internal comms. As the UK’s Standards and Governance body in the financial services industry, we leverage over 30 years of experience. Criterion collaborates with the financial services industry to provide seamless integration and innovation. We serve various financial sectors… Show more As Criterion’s marketing manager, I am responsible for the operational delivery of all our marketing activities from managing the website, PR, events, social media, CSR, collateral, emailshots to internal comms. As the UK’s Standards and Governance body in the financial services industry, we leverage over 30 years of experience. Criterion collaborates with the financial services industry to provide seamless integration and innovation. We serve various financial sectors, including pensions, investments, wealth management, and equity release.Clients often grapple with legacy systems and manual processes. They strive to reduce costs, enhance efficiency, drive innovation, and improve customer outcomes. However, risks such as human errors, high overhead costs, and non-compliance with regulations persist.🟥 Key services:🟢 MPS Standards:Provides consistent Management Information (MI) data.Data Standards for edit model, pre and post model rebalance and retrieve model processes.Streamlines processes, reducing manual re-keying.Lowers operational risk and costs.🟢 LoA Standards:Automates information gathering for existing client policies.Enhances efficiency, reduces errors, and frees advisers’ time.🟢 STAR:Demonstrates commitment to timely transfers and better consumer outcomes.Influences best practices in transfers and re-registrations.Highlights good performance and reduces administrative costs.🟢Governance Services:Facilitates collaboration among market peers, simplifying market functions.Extends reach, enhances innovation, and lowers costs for customers.We oversee Standards through our working groups. Users can access them via our website (some require a license) and submit change requests. The Prioritisation Standards Group (PSG) meets quarterly and reviews projects annually, aiding Criterion in prioritising initiatives. Our not-for-profit organisation fosters cross-industry engagement and data exchange within financial services. Show less

Edinburgh, Scotland, United Kingdom

Waverley Care has been a central and important part of my role at Criterion since Waverley Care became our charity partner in 2019. During that time, Criterion has raised nearly £50,000 for Waverley Care and my involvement has allowed me to witness firsthand the transformative impact dedicated individuals and organisations have on communities in need. I'm deeply committed to leveraging my skills and experiences to support Waverley Care’s mission of getting to zero HIV transmissions by… Show more Waverley Care has been a central and important part of my role at Criterion since Waverley Care became our charity partner in 2019. During that time, Criterion has raised nearly £50,000 for Waverley Care and my involvement has allowed me to witness firsthand the transformative impact dedicated individuals and organisations have on communities in need. I'm deeply committed to leveraging my skills and experiences to support Waverley Care’s mission of getting to zero HIV transmissions by 2030 and am enthusiastic about the opportunity to play a meaningful role in helping reach this target. Show less

Edinburgh, City Of Edinburgh, United Kingdom

As Platform Marketing Manager, I was responsible for owning and developing key platform marketing including: communication strategy and planning, campaign project management, measurement development, copywriting, promotional literature and content management. All activity is focused on the adviser market, showcasing the products, platform and targeted on increasing adviser registrations and written business on the platform.

Salisbury, United Kingdom

Managed a team providing marketing services to advisers across a wide range of activities including: campaign project management, communication planning and measurement development, copywriting, literature maintenance, event management, event administration, database management, print procurement and creative services procurement, social media, email marketing and PR. All activity was focused on growing the adviser market and resulting new business streams.