No one-size-fits-all solution

I started at Evi in April 2018 as part of an online marketing traineeship, and then stayed on in a permanent role. My job is all about keeping our existing clients happy – whether that’s through dialogue, online marketing or events. For instance, I create email campaigns through a data management platform that we use to send tailored, personalised messages to our clients. I also write a monthly newsletter to update them on news that’s relevant to them. And I organise webinars, seasonal promotions and client events. Whatever I do, it’s all in the service of building client retention through loyalty.

In 2019, we’ve been working hard on client journey orchestration. It’s not a one-size-fits-all solution – it’s an individual solution for each client. To give an example: after a client has been with Evi for a year, they receive an email thanking them and asking them to give us feedback about our products and services. In return, a week later we send them personal investment insights and tips that are relevant to them at their particular phase of their journey. 

We also communicate with our clients about sustainability. Kempen is our asset manager, and they’re continually working to make Evi’s investments more sustainable. So we made a video about how sustainable Evi is and how sustainability works in the investment world, so that our clients know that we’re serious about it.