TIAA Wealth Communications Buildout
When this annuities company decided to reinvest in its Wealth Management services, it sought to establish a communications department that included a team, website, shared resources, content calendar, platform migration, events and external thought leadership campaign. This nearly two-year engagement led to significant results for senior leaders’ positive reputation internally and externally, as well as connecting all financial advisors and staff with each other, with leadership, with important resources and tools, and with expected goals and overall mission.
Accomplishments
Migration of all staff to Salesforce Sales Cloud for client management
Creation of thought leadership campaigns in external blogs and media plus on social media.
Launch of Microsoft Sharepoint sites, Co-Pilot workflow integration and Teams & Viva social functionality
Buildout of personalized CRM and distribution lists for effective newsletters, announcements, drip campaigns and event invitations.
Social media posts and graphics
