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Good morning, 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: 6-Month Mortgage Pre-Maturity Notice

Mortgage rate expiry reminder

Live

Comm103: 4-Month Mortgage Pre-Maturity Notice

Mortgage rate expiry reminder

Live

Comm104: 3-Month Mortgage Pre-Maturity Notice

Mortgage rate expiry reminder

Live

Comm105: 1-Month Mortgage Pre-Maturity Notice

Mortgage rate expiry reminder

Live

Comm106: 1-Month Mortgage Post-Maturity Notice

Mortgage rate expiry reminder

Tasks

Approve recommended content changes

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

Assess touchpoint effectiveness

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

Apply compliance recommendations

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

Review and approve lifecycle updates

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

Assess duplication across customer touchpoints

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

Apply CX recommendations to wording

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

Approve revised customer action messaging

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

Assess communication against brand standards

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