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Good evening, Laura!

Your highlights

Journeys

523

Communications

12,023

Touchpoints

62,023

Dashboards

12,023

Recent Communications

Live

Comm100: 6-Month Mortgage Term Expiry Notice

Mortgage term expiry notice


Live

Comm101: 4-Week Mortgage Term Expiry Notice

Mortgage term expiry reminder


Live

Comm102: Mortgage Account Opening Confirmation

Notification confirming mortgage account closure


Live

Comm103: Mortgage Direct Debit Setup Confirmation

Confirmation of newly activated mortgage account


Live

Comm104: Interest Rate Change Notification

Monthly mortgage statement issued to customer


Live

Comm105: Annual Mortgage Statement

Monthly mortgage statement issued to customer


Live

Comm106: Data Privacy Update Notice

Monthly mortgage statement issued to customer


Tasks

Approve recommended content changes

Overdue
Touchpoint: Welcome Email Series
In Progress
Due: Apr 18, 2026


Assess touchpoint effectiveness

Due Soon
Touchpoint: Claims Update Letter
Not Started
Due: Apr 20, 2026


Apply compliance recommendations

Due Soon
Touchpoint: Policy Renewal Notice
In Progress
Due: Apr 21, 2026


Review and approve lifecycle updates

Due Today
Touchpoint: Payment Reminder SMS
Blocked
Due: Apr 19, 2026


Assess duplication across customer touchpoints

On Track
Touchpoint: Onboarding Call Follow-up
Completed
Due: Apr 23, 2026


Apply CX recommendations to wording

On Track
Touchpoint: Account Verification Email
Not Started
Due: Apr 22, 2026


Approve revised customer action messaging

Overdue
Touchpoint: Direct Debit Failure Letter
In Progress
Due: Apr 16, 2026


Assess communication against brand standards

On Track
Touchpoint: Product Update Notification
Completed
Due: Apr 24, 2026