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CUSTOMER COMMUNICATIONS
Addison improves customer acquisition and retention by integrating strategy, plain English writing, functional information and graphic design with technology so you can create personal dialogues with millions of customers to lift sales and reduce cost: Business Communications for Business ResultsTM.
Merrill Lynch
Onboarding
When Merrill Lynch recognized the correlation between the first 90 days of a new client experience played in driving assets, they asked Addison to re-think and re-architect their complex system of account opening. Addison reduced more than 200 account opening documents (nearly 800 pages) to one personalized, on-demand perfect bound book, thus greatly improving both the advisor and client experience and significantly reducing several millions of dollars of process, print and fulfillment costs and helping the environment.
Further Information
Onboarding
When Merrill Lynch recognized the correlation between the first 90 days of a new client experience played in driving assets, they asked Addison to re-think and re-architect their complex system of account opening. Addison reduced more than 200 account opening documents (nearly 800 pages) to one personalized, on-demand perfect bound book, thus greatly improving both the advisor and client experience and significantly reducing several millions of dollars of process, print and fulfillment costs and helping the environment.
Further Information
