Xuan Bui Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Responsible for the governance of brand architecture, health and strategy across Uniting Vic.Tas. Also lead a high performing team to execute integrated campaigns across a portfolio of consumer directed services.

East Melbourne, Victoria, Australia

Melbourne, Australia

Responsible for providing strategic insights to support NAB’s customer framework (wealth clients) and lift Net Promoter Score (NPS).Key achievements:• Distilled qualitative and quantitative insights to understand customer attitudes, needs and pain points around key life moments, to improve customer experience, advocacy scores and episodic NPS• Produced insights pack on NAB Wealth's customer segmentation. Insights used to test and inform development of marketing collateral and campaigns.

Melbourne, Australia

Responsible for developing and implementing NAB Wealth’s marketing strategy to drive member engagement, deepen customer relationships and increase wealth portfolio.Key achievements:• Developed NAB Wealth’s customer journey for Consolidation and SuperMatch ($409.3m).• Led development of Plum’s SuperMatch process, automating digital consent and consolidation.• Developed and implemented NABGSF’s first Sort Your Super Week integrated campaign (75% open rate, $18.9m). • Developed and edited Your Super News (2014-2015). • Secretary for ACE Forum (2015-2016).

Melbourne, Australia

Responsible for developing and implementing business and marketing initiatives to make financial planning services more accessible to Bendigo Bank customers.Key achievements• Delivered national campaigns and seminars to increase client engagement.• Developed and produced newsletters to compliment financial service offering: - InvestorBytes (2009) - PlannerBytes (2010) - BFP Workspace• Utilised customer insights to identify advice opportunities whilst aligning to bank’s customer value proposition and segmentation framework. • Managed customer survey with Quantum Market Research to measure client satisfaction and brand advocacy (2009 & 2011). Insights used to inform improvements to service offering and business processes.• Developed and implemented communications strategy and CVP to transition financial planning business across to fee-for-service model.

Melbourne, Australia

Responsible for preparing tender submissions, policy committee papers, At a Glance Investment updates and coordinating campaigns and business events for corporate super clients.

Melbourne, Australia

Responsible for monitoring the operational processes, revenue reporting and facilitating the transition of new businesses into Australian Unity Financial Planning (AUFP).Key achievements:• Project managed the successful submission for AUFP Ltd Dealer’s Licence (22 Feb 02)• Facilitated transition and integration of new business into AUFP• Established and produced AUFP’s Brand Guidelines, Procedures Manual, Adviser Starter Kit and prospectus documents• Developed and launched AUFP web site and online referral system• Maintained Complaints Register (FICS)• Secretary for AUFP Investment Product Committee (2001-2003).

Sydney, Australia

Responsible for co-ordinating sales activity and providing technical support to independent financial adviser network across NSW and ACT.Key achievements• Coordinated client education seminars, planner professional development days and promotional road shows, including Money Expos & FPA Conventions.• Conducted Health Accreditation sessions for financial planners.