Charlotte Jane Grimaldi Phillips

WORK HISTORY

EDUCATION

SKILLS

ABOUT CHARLOTTE JANE GRIMALDI PHILLIPS

I’m passionate about being customer-centric, using storytelling techniques, innovation, influencing, problem solving, and embracing new media. I enjoy a challenge and improving the customer experience.I’m an experienced and dedicated communications expert with a proven track record in financial services, B2B and B2C market sectors. Including speaking on topics such as pension comms, self-development, social media, personal branding, inclusive and diversity. Producing customer-centric strategies, marketing, comms strategies, customer journeys, thought leadership campaigns, PR campaigns, managing content, events, and creative marketing communications. APMG International Change Management Practitioner. HPD Clinical Hypnotherapy and Neuro-Linguistic Programme Practitioner - working in corporate environments offering group hypnotherapy as part of corporate wellbeing.Colleagues have described me as:“Charlotte, well done on presenting at the Line Managers call this week on Inclusive Hiring. To have picked this presentation up so quickly when you’ve only just joined the team and presented to that audience was quite something! Catriona Herd, Director of Insurance and Wealth, Lloyds Banking Group“Thanks so much for your support and showcasing this important subject! Great work.” (Presenting inclusion and diversity hiring tools.) Emma Watkins, Managing Director of Retirement and Longstanding, Lloyds Banking Group“I worked with Charlotte on several projects; she was a creative, enthusiastic, reliable deliverer of innovative messaging. I would recommend her.” Belinda Powell, Head of CRM - Zurich“I was very impressed with your thoughtfulness, thoroughness, and professionalism. I also appreciated the way you accommodated my needs and made it as easy as possible for me to shoot the video. I hope that it proves to be effective! It is clear that you are conscientious and focused on producing results.”Trevor J Matthews, Chief Executive Officer – Friends Life GroupAchievements• Delivery of Flexi Access drawdown mailing to 1.85 million policyholders• Delivered key event customer outputs and product migration for four legacy migrations, part of a large multi-platform migration Service Improvement Programme for Lloyds Banking Group (largest UK financial platform migration), which included co-location to India for BAT testing• Increased AXA Wealth’s online thought leadership content by producing online adviser videos, infographics, and case studies to support the customer journey for the retirement planning campaign.