Landscape create compelling engagement programmes to help organisations reach people in the financial landscape. This a case study for Equiniti, when we helped them launch their new online ESP portal both prospects and existing clients.

1. Launching a new online
service through a viral film
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Following feedback from their annual survey, Equiniti invested
significant funds into building an online tool for employee share
plans. They therefore needed to communicate the benfits to both
their existing clients and prospects. We proposed a viral film that be
featured on Equiniti’s website, and distributed through social media.
We also created a fact sheet and sent out personalised emails
through our eBroadcast system.
Go to http://www.equiniti.com/MediaCentre/Webcasts/Pages/
ESPPortal.aspx

2. Product launch
Video
Script
Launch brochure
Ebroadcast template
Ebroadcast system
Product identity
Communication planning
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SHARE REGISTRATION | EMPLOYEE BENEFITS | INVESTMENT SERVICES | BUSINESS PROCESS OUTSOURCING ESP PORTAL | 2 ESP PORTAL | 3
mployees
s
One simple online platform
Welcome to Employee-friendly
usability and functionality
for increased colleague the ESP Portal
loyalty and engagement
The innovative By logging into their own, personal section of our
user-friendly online portal, your employees can now:
online share • View their holdings
• Access their plan information
you?
plan platform • Model different financial scenarios
• Transact and sell their shares
plan rewards a constantly
retention tool And you can:
lan is being used to
mployees feel engaged • Integrate it easily with your current plans
and processes
cus on other aspects of • Save time and resource on administration
Frustrated? “What makes this exceptional is that • Brand it with your organisation’s logo, tone of voice,
promote your internal The difficulty with providing share plans is that they colours and messages
often don’t engage employees over the long-term.
we have included our clients and
The use of technology and communications in this their employees every step of the
Email was personalised
area hasn’t quite kept pace with other industries − way. Through close consultation with
and once the initial communication is made, employees
our clients, we came up with a list
often don’t hear about their plan again until it matures
of 900 separate requirements that
with the prospects
or they leave the company.
ns Business Development we’ve pulled together in a way that’s
Added to that, share plans can sometimes be daunting
coherent, meaningful and accessible.”
to even the most financially astute… leading to a low
business name
m take-up, and a benefit that doesn’t achieve what you Phil Ainsley, Director, Employee Benefits
hoped it would.
The Equiniti ESP Portal is the solution
A brand new web-based platform using the latest
Sharepoint 2010 technology, it enables employees to
access and manage their share plan in one completely
user-friendly place. It’s designed entirely based on
feedback from client focus groups, and covers the whole
lifespan of an employee’s participation within their plan.
ESP PORTAL PARTNERSHIP THROUGH
ESP PORTAL
OUR CLIENTS. BUILT BY US. INSIGHT, INTEGRITY AND INNOVATION DESIGNED BY OUR CLIENTS. BUILT BY US.