Smart Communications is the only provider of a customer conversations management platform. More than 500 global brands rely on Smart Communications to deliver smarter conversations across the entire lifecycle—empowering them to succeed in today's digital-focused, customer-driven world while also simplifying processes and operating more efficiently. This is what it means to scale the conversation. Smart Communications is headquartered in the UK and serves its customers from offices located… Show more Smart Communications is the only provider of a customer conversations management platform. More than 500 global brands rely on Smart Communications to deliver smarter conversations across the entire lifecycle—empowering them to succeed in today's digital-focused, customer-driven world while also simplifying processes and operating more efficiently. This is what it means to scale the conversation. Smart Communications is headquartered in the UK and serves its customers from offices located across North America, Europe, and Asia Pacific. The Smart Communications platform includes the enterprise-scale customer communications management power of SmartCOMM, forms transformation capabilities made possible by SmartIQ and the trade documentation expertise of SmartDX. Show less

Vizolution's market-leading technology helps enterprises across Financial Services, Telecoms and Utilities streamline complex customer journeys into effortless experiences, by replicating the qualities of face-to-face interactions within remote channels. Our solutions give front-line staff the digital tools to explain products, exchange documentation and collect e-signatures remotely, as if there in-person. This means journeys that used to span multiple steps and channels can be… Show more Vizolution's market-leading technology helps enterprises across Financial Services, Telecoms and Utilities streamline complex customer journeys into effortless experiences, by replicating the qualities of face-to-face interactions within remote channels. Our solutions give front-line staff the digital tools to explain products, exchange documentation and collect e-signatures remotely, as if there in-person. This means journeys that used to span multiple steps and channels can be simplified into a single interaction. This improves conversions rates, efficiency and compliance for businesses, and means happier customers. And the beauty of it is that customers don’t have to download any software or apps.To find out more, please take a minute to watch a few of our videos below or visit our website: www.vizolution.com See less Show less

Supporting and delivering pricing changes and customer journeys. Preparation of governance documentation, and working closely with senior stakeholders within a Steering Committee and Project Working Group environment. Production of both internal and external communications and working collaboratively with Marketing and outside agencies for financial launch campaigns.Roles and responsibilities included:•Preparation of project documentation: Project plans, Terms of Reference… Show more Supporting and delivering pricing changes and customer journeys. Preparation of governance documentation, and working closely with senior stakeholders within a Steering Committee and Project Working Group environment. Production of both internal and external communications and working collaboratively with Marketing and outside agencies for financial launch campaigns.Roles and responsibilities included:•Preparation of project documentation: Project plans, Terms of Reference, Business Requirement Documents•Effecting changes to products including pricing and customer journeys•Delivery of activity to time, quality, cost and risk parameters set•Working collaboratively with partners across the business•Proactive identification and effective risk management•Attending committee meetings, acting as secretariat for product internal governance•Preparing communications for both internal and external audiences•Producing business comms for launches and promotions Show less

Assistant to a Portfolio Director within the Financial Institutions Sector (Insurance Companies) managing client relations and leading the department.Roles and responsibilities included:•Managing onboarding of new banking relationships and co-ordinating the KYC/AML (Know Your Customer/Anti Money Laundering) procedures and account opening processes•Analysing the organisational structure of clients and liaising with the Risk Team where appropriate including: FCA-regulated… Show more Assistant to a Portfolio Director within the Financial Institutions Sector (Insurance Companies) managing client relations and leading the department.Roles and responsibilities included:•Managing onboarding of new banking relationships and co-ordinating the KYC/AML (Know Your Customer/Anti Money Laundering) procedures and account opening processes•Analysing the organisational structure of clients and liaising with the Risk Team where appropriate including: FCA-regulated firms, complex corporate structures and high-risk customers•Executed financial control processes for BACS, SWIFT, CHAPS and other payment services•Identified opportunities to improve products and processes and service to customers•Liaised with Portfolio Management to arrange appropriate credit limits for credit card and BACS applications•Implementation of AML/FATCA/Compliance and risk controls and regulations•Managed internal stakeholders•Managing, training and development of the FI support team Show less

Delivered a high level of customer experience by proactively identifying genuine customer needs and solutions.Roles and responsibilities included:•Provided advice and solutions to personal banking customers and made referrals to the bank’s IFA.•Made appropriate banking, mortgage and partner referrals, ensuring customers’ needs were met in a timely manner•Demonstrated expert knowledge on the bank’s products, enabling to offer the best advice to… Show more Delivered a high level of customer experience by proactively identifying genuine customer needs and solutions.Roles and responsibilities included:•Provided advice and solutions to personal banking customers and made referrals to the bank’s IFA.•Made appropriate banking, mortgage and partner referrals, ensuring customers’ needs were met in a timely manner•Demonstrated expert knowledge on the bank’s products, enabling to offer the best advice to customers•Knowledge of the banks credit and regulatory processes•Motivation, coaching and development of the branch banking teams to meet Key Performance Indicators and surpassing the branch’s targets for service quality Show less