Mutual Trust Marketing & Communications Dashboard

Website visits

10
+12%

Last month

Website engagement

0
seconds
0%

Last month

Purpose of wealth
paper downloads

0
0%

Last quarter

LinkedIn followers

0
0%

Proposals & pursuits
(FY to date)

0

Last quarter

Media mentions
(from )

0
0%

Last quarter

Client communications

  • Corporate
  • Events
  • Purpose of Wealth
  • Wealth comms
  • Trustee
  • Engagement rate

0%

Engagement rate
(FY to date)

0

Communications
(FY to date)

Client events

FY to date

  • Mutual Trust hosted
  • Lead generation

0

Total number of events

0 last year

Net promoter score*

0

0

Events: prospect vs retention

  • Prospects
  • Retention
  • MT reps
  • Cross sell opportunity
  • Prospect target

0

Total guests
(FY to date)

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