Wendy Lee

Experience

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  CGU Insurance

  Jan 1996 - Jun 2000

  National sales manager Partnerships

  Set up a national sales force to service the clients of 12 tied building societies across the UK.This included:*Recruitment of managers & advisors (circa 150 advisors)*Deliver a compliant T&C function which satisfied the regulator.*Develop business plans including lead generation with each Business Partner.*This Division provided a significant profit stream to the life company within 24 months.

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  Your Move

  Jun 1998 - Jun 2000

  Financial Services & Marketing Director

  This was a Board appointment to develop the financial services business and the marketing function of the business. Responsibilities included:*A rebrand of the business from GA property services to Your Move*The introduction of cutting edge technology to improve the customer experience.*Introduction of video mystery shopping to assess the implementation and development of the target customer experience.*A restructure of the Financial services operation to improve productivity and the customer journey. Show less

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  Aviva plc

  Jan 1999 - Apr 2003

  Director of Partnerships

  *Responsible for key relationships with 15 BuildingSocieties including a number of subsidiary Board positions.*Responsible for the delivery of compliant business plans for 1500 regulated financial advisors.sitting within the Building societies.*Had resposibility for the implementation and performance of the JV with Tesco Personal Finance.*Developed and Implemented new retail and affinity partnerships.Including a JV with Age Concern and GE Capital to distribute a range of financial services products.*Implemented numerous customer research programmes to develop the total customer experience. Show less

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  Legal & General

  Aug 2003 - Jul 2004

  Director of Corporate Partnerships

  Developed 80 Key Regional accounts - including establishing a new team of key account Directors. This involved re-establishing a trading relationship and building long term partnerships with a focus on pensions and Investment business.Delivered significant growth via the National Division of Business development managers (circa 150)Introduced a new CRM and performance management system throughout the national Division.

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  Newcastle Building Society

  Jul 2004 - Sept 2010

  Commercial Director

  *Member of the group Board and responsible for Sales,Marketing,Product development HR and Training.* Responsible for a fully regulated Investment,life and pensions subsidiary business and returning it to profit.* Developed a distribution strategy working with global brands such as BMW & The broker market. *Development of business relationships and all supporting services such as IT systems to support the success of these Partnerships.*Designed programmes to support the continuous development of the customer experience in all channels.Product strategy - we developed the first FTSE linked product that paid out on a negative performance of the index as well as a positive return. Show less

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  Globalblackswan

  Mar 2011 - Aug 2011

  Senior Managing Partner

  Blackswan transforms business performance.Leading global organisations rely on our solutions to make their businesses better, faster and smarter.We are change experts, with over 300 consultants, researchers and implementation professionals operating in over 30 countries.Above all, we architect black swan events, high impact solutions that redefine business outcomes.Whatever the reasons for change in your organisation, perhaps a strategic agenda involving dramatic growth, market repositioning or diversification, or the impact of external market forces, we can help you achieve radical improvements in performance by:Identifying and delivering the improvements that matter most to your business Creating a clear future for you and keeping you on track to get there Building stunning strategies that will keep you ahead of the game Developing brilliant leaders to take your business forward Creating environments where engaged people work with real passion Revolutionising your innovation projects Show less

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  ACA & ACA Mystery Shopping

  Aug 2011 - now

  Managing Director

  ACA is a mystery shopping Company focussed on helping companies understand their effectiveness in terms of delivery of the Customer Experience and compliance with any regulatory standards. We have a particular expertise in all aspects of financial services and the FCA frameworkWe work with all distribution channels: physical premises, call centre and Internet.We use all aspects of technology: Video and audio to ensure that we can evidence assessment and that our clients are satisfied that we are working to their corporate standards.Reason's our clients use us:* To test effectiveness of their customer acquisition programmes.* Check compliance with regulations & provide an independent audit trail.*To assess the effectiveness of Customer retention strategies.*To monitor the performance of Business Partners.*To identify weak points in blended customer distribution strategies, Web, Branch and Contact Centre.*To understand competitor activity & standards.*Our clients choose us because they are looking for a firm who are experts in the total customer experience .We are able to provide solutions as well as accurate assessment & benchmarking. Show less

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  Thrive uk

  Jun 2021 - now

  Uk Distribution Director

  Bringing Le-Vel Thrive unique products to uk market.