my portfolio consistently demonstrates development of ... · §goal/portfolio planning §guidance...
TRANSCRIPT
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Heidi Ramich
Digital Marketing Portfolio 2002 - 2013My portfolio consistently demonstrates development of forward
thinking approaches focused on the customer experience to engage and educate target audiences.
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SunGard Ambit – Product Launch Programs
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http://www.sungardambitmymoney.com/ http://www.sungardambitwealth.com/
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SunGard Ambit – Website & Rotating Banners
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SunGard Web Content Consistency via Sitecore
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SunGard Insights – Sitecore Blog Module
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Blog Summary Page
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Launch of Unica’s Interactive Software Solution
Interactive Video banner links on the Unica.com website.
http://www.unica.com/imodvid.htm ,
http://campaigns.unica.com/1000/1000faces.html,
http://www.unica.com/introducing-unica8.htm
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Unica: Infographic Campaign for Web Analytics
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Unica: SEO Improvement using an Infographic
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December 2009: Unica was recognized as the Leader in Enterprise Marketing Management Software by Forrester. I developed the homepage flash animation with an external agency (Raincastle) and landing page using internal resources to drive web traffic via an email program to announce the industry honor.
Unica: Enterprise Marketing Management Software
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Health Risk Partners Content Project Management
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Memento Security – Development of New Website
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Memento – Integration of the Company Blog
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Memento – Improved User Experience
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Memento Security – Press Releases via Sitecore
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Fidelity Redesigned Participant Communications
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§ Understand the benefit§ How to work with Fidelity§ Getting Started§ Activate Account§ Enroll ESPP§ Provide email address
On Boarding Months 1-6
§ Plan Sponsor Announcement § Welcome Kit (print or email)§ ESPP Eligible Postcard§ Activation Module (future)§ How Your Stock Plan Works § Fidelity Guide§ eDelivery postcard§ Investor Center Welcome
§ Investing Principles§ Goal/Portfolio planning§ Guidance Interaction § Open IRA/529 Account§ Consolidate Assets§ Use Account Features
On Going Experience
§ Life Stage Brochure (on hold)§ Portfolio Planning Guide§ Guidance Invite (on hold)
Seasonal Campaigns§ IRA (Jan – Mar)§ Brokerage (on hold)§ Guidance (Oct – Dec) § eNewsletter (Feb/May/Aug/Nov)
§ Monitoring & timely notification at key decision points
§ Accept grants§ Make tax elections§ Exercise if appropriate § Reinvest proceeds
SPS Alerts
§ SOP Alerts§ RSA/RSU Alerts§ ESPP Alert
Opportunistic Triggers§ Funded Not Converted§ Terminated from plan§ Hi Cash Balance § Transfer of Assets (TOA)
Ad Hoc C&E Options§ Email capture postcard § Intl Brainshark§ Intl User Guide URLs only§ OVQC Interactive
Web Messaging§ Defaults to “on” for clients§ Web Alerts applicable products § Web communication bricklets
Understand Integrate Manage
Goa
lsC
omm
unic
atio
ns
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Fidelity 2009 Hermes Creative Award Winners
Gold Award for Interactive Communication – How Stock Options Work
https://communications.fidelity.com/sps/sopoverview/
Platinum Award for Interactive Communication – Option Value Quick Check
https://communications.fidelity.com/ovqc/index.html
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Fidelity Investments Web Messaging for Stock Plans
Understand
Example:Participant Education
Example: Web Alert
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Fidelity Investments Campaign: Web Messages
http://personal.fidelity.com/accounts/services/content/maildeliveryopt.shtml.cvsr?refpr=cusover07.cvsr
https://communications.fidelity.com/sps/learning_center/
https://communications.fidelity.com/sps/sopoverview/
http://personal.fidelity.com/misc/framesets/branchlocator_frameset.shtml?refpr=retov22
Month 1 Month 3Month 2
Month 4
https://communications.fidelity.com/sps/2008/planningguide/
Month 5
http://personal.fidelity.com/planning/retirement/content/advice_gateway.sh
tml.cvsr?refpr=ig001
Month 6
http://personal.fidelity.com/misc/gettingstarted/gs-fund-allocate.shtml.cvsr
Month 4 option
Web messages are in context campaign driven “banners” on your website(s)
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Fidelity Automated Email Alerts Program Sample
Plus 4 executive separate versions and International
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Fidelity Stock Plan Guidance - Email & Landing Page
https://communications.fidelity.com/sps/2008/planningguide/
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Fidelity Portfolio Planning - Email & Landing Page
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https://communications.fidelity.com/sps/2008/planningguide/
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InnoCentive Challenges – Scientific Problems
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InnoCentive Webcasts – Recorded Events
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InnoCentive Community – User Account
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InnoCentive Customer or “Seeker” website page
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InnoCentive B2C Advertising & Branding
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InnoCentive B2C Campaigns
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InnoCentive B2B Campaigns
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InnoCentive – Solving Scientific Problems
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InnoCentive Website Update Planning
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InnoCentive Sample Client List 2005