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CHYS and CPN Meeting Follow UPS -4th-14. 7. 2023

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Business Research Methods (DMS 502)

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Academic year: 2023/2024
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P. O. Box 20695 - 00200, Nairobi, Kenya

+254 (0)20 392 9000, +254 (0)709 101 000

info@cytonn

Delivering to Promise cytonn

CHYS/CPN Weekly Meetings -Follow up Items and Their status

No. ITEM Deliberations Owner Status

1

.

Meeting attendance a) We had two meetings in the morning this week and

one in the evening. We have been having one on one

engagement with clients who have requested.

Geofrey Ongoing

b) Monitor the morning vs evening attendance to see

the numbers. The morning meetings registers more

attendees as compared to the evening one.

Geofrey Ongoing

c) We are in the 4th week, should we proceed to the 5th

week with the same presentation( to be shared for

further review)

Team TBD

2 Report on CHYS/CPN client

calls and engagement

a) How many clients have been called, how many

signed the RSL

Victor To present

b) FAs client engagement and the experience FAs FAs to comment

3 DSP/RSL signing RLSs reconciliation Mitchelle /Noah Legal to comment

4

.

FAQs/responses and progress

with the website

Preparation of the frequently asked questions in a

google sheet and then the responses to be put in a

website for clients to access.

Lilian/Geofrey/Michael On its final stages

P. O. Box 20695 - 00200, Nairobi, Kenya

+254 (0)20 392 9000, +254 (0)709 101 000

info@cytonn

Delivering to Promise cytonn

5

.

Way forward/conclusion Directions on the next series of the meetings Edwin

Meeting Attendance

Date Registrants staff Clients Dialed in

Tuesday 27th 68 7 61

Wednesday 28th 61 8 53

Thursday 29th 52 5 47

Total 181 20 161 53

P. O. Box 20695 - 00200, Nairobi, Kenya

+254 (0)20 392 9000, +254 (0)709 101 000

info@cytonn

Delivering to Promise cytonn

Client services 908 608 300 96

9 31

Cytonn RSLs - - N/A N/A 5 5

Real Estate

Appeal letter

450 390 60 25 1 3 (2 victor)

Totals 4324(100%) 3052(70%) 1272(29%) 276 32 117

P. O. Box 20695 - 00200, Nairobi, Kenya

+254 (0)20 392 9000, +254 (0)709 101 000

info@cytonn

Delivering to Promise cytonn

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CHYS and CPN Meeting Follow UPS -4th-14. 7. 2023

Course: Business Research Methods (DMS 502)

140 Documents
Students shared 140 documents in this course
Was this document helpful?
6th Floor, The Chancery, Valley Road
P. O. Box 20695 - 00200, Nairobi, Kenya
+254 (0)20 392 9000, +254 (0)709 101 000
info@cytonn.com
www.cytonn.com
Delivering to Promise
CHYS/CPN Weekly Meetings -Follow up Items and Their status
No. ITEM Deliberations Owner Status
1
.
Meeting attendance a) We had two meetings in the morning this week and
one in the evening. We have been having one on one
engagement with clients who have requested.
Geofrey Ongoing
b) Monitor the morning vs evening attendance to see
the numbers. The morning meetings registers more
attendees as compared to the evening one.
Geofrey Ongoing
c) We are in the 4th week, should we proceed to the 5th
week with the same presentation( to be shared for
further review)
Team TBD
2Report on CHYS/CPN client
calls and engagement
a) How many clients have been called, how many
signed the RSL
Victor To present
b) FAs client engagement and the experience FAs FAs to comment
3DSP/RSL signing RLSs reconciliation Mitchelle /Noah Legal to comment
4
.
FAQs/responses and progress
with the website
Preparation of the frequently asked questions in a
google sheet and then the responses to be put in a
website for clients to access.
Lilian/Geofrey/Michael On its final stages