Assignment: IOOF (wealth management)

INDUSTRY: FINANCIAL SERVICES

Challenge

When working at IOOF, The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry had recently brought about many changes to the industry, which the organisation was working towards.


My role

Tasked with managing online content for IOOF’s subsidiaries; assets included websites, intranets, microsites and emails. The content was continuously evolved and improved across digital channels by working collaboratively with internal stakeholders to provide timely and relevant information.


Working at IOOF in the wake of the Financial Services Royal Commission, the focus was on creating a culture of change to align the functions of internal teams to its new business model. It was also focused on up-skilling financial advisers to meet the education standards that were brought in across the industry.

When conducting intranet analytics reports for the financial advice businesses I identified an opportunity in corporate services support by way of human resources assistance within the online support content. I was able to recognise and align my work to achieving IOOF’s organisational goals by working with brand managers to introduce a suite of human resources documents to its subsidiary business intranets. These documents formalised the organisational recruitment process from onboarding to off-boarding. This enabled the organisation’s franchisees to more efficiently and effectively move employees to newly developed roles in line with IOOF’s organisational goals.

View the below two images of the intranet page layout featuring the then-new human resources documents.

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