In an email to members, seen by FTAdviser, the CII said it is transitioning to a new customer and member relationship management system.
As part of the new platform, the CII said it has “taken the opportunity to redesign our customer preferences”.
The email said: “We will notify you once the new platform is live and would then recommend you review your preferences and interest areas to ensure they still align with your requirements.”
It said members do not need to take any action right now.
For those who are members, they will be automatically enrolled or re-enrolled in The Journal, CPD and Local Institute communications which are considered core to their membership.
Those wishing to not receive these communications will be able to unsubscribe after the system migrations.
The CII said if an individual has previously unsubscribed from either CII or Personal Finance Society communications, is not a member or currently enrolled in any learning, they will not receive communications.
“We have transferred over the existing unsubscribes as best as we can, however, you may wish to review your settings as we now have a wider range of options to allow you to select content of specific interest.”
In December, the CII announced it was pushing back the date of its system upgrades by one month to March 2023.
It first advised customers and members in November of its intention to transition to a new relationship management system, which was due to take place in late January and early February 2023.
This was part of its “commitment to improving the way we deliver value for our members and learners”.
It said initially there would be minimal changes in the way members engage with the CII through their dashboard but in the longer term the transition would enable it to offer more streamlined, tailored communications and relevant CPD programmes.
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