Behaviour 2 – Communicating and Influencing Q: Can you give me an example of a time when you communicated with a person or group of people to share information? Marketing manager in Fidelity Pension Manager when the transfer window was lunched

Certainly! Here's an example based on the scenario you've provided: --- **Situation**: As the Marketing Manager at Fidelity Pension Manager, we were preparing for the launch of a new transfer window for our pension products. This was an important initiative as it allowed clients to transfer their pension funds more easily, and we needed to effectively communicate this change to our clients and financial advisors. **Task**: My objective was to ensure that both our existing clients and financial advisors were informed about the new transfer window, understood the benefits, and were encouraged to take action. We wanted to drive engagement and increase the number of transfers being processed during this window. **Action**: I organized a multi-channel communication plan that included: 1. **Email Campaigns**: I drafted clear and concise emails highlighting the key benefits of the new transfer window. These emails were tailored for different audiences, including existing customers and financial advisors, ensuring that each group received relevant information. 2. **Webinars**: I scheduled a series of webinars where I presented the details of the transfer window, explained the process, and answered any questions. This allowed for real-time interaction and feedback. 3. **Social Media Updates**: I crafted a series of posts for our social media platforms that emphasized the advantages of the transfer window, using infographics to make the information more digestible. 4. **Training Sessions**: I conducted training sessions for our internal teams and financial advisors, providing them with all the necessary information and tools so they could assist their clients effectively. 5. **FAQs and Support**: I developed a comprehensive FAQ document that addressed common queries regarding the transfer process, which was made available on our website and shared via email. **Result**: The communication strategy was a success. We saw a significant increase in engagement, with a 30% rise in inquiries about the transfer process compared to previous windows. The webinars were well-attended, with positive feedback on the clarity and usefulness of the information provided. Overall, the launch was viewed as a success, and we achieved our target transfer volumes within the first month. --- This example demonstrates how effective communication and influencing strategies can drive engagement and facilitate a successful initiative within a marketing role.