Spotlight:
Forms
Spotlight:
Statements
Spotlight:
Websites and Interactive Tools
Aetna Member-Focused EOB
Arkansas Blue Cross and Blue Shield EOB Transformation
Merrill Lynch Onboarding & E-Delivery
Pfizer
Proxy CD&A
Prudential Financial Application Kit
UAFC Simplified Collateral
Wells Fargo Literature Architecture
SIMPLIFICATION
Since 2000, Addison has partnered with Merrill Lynch on more than 100 programs to streamline and simplify client communications. Projects have included onboarding materials (owner's manual, forms and welcome kits), websites, statements, e-delivery and launch campaigns, goal-oriented reporting, correspondence systems and marketing collateral.
Onboarding book cover
Onboarding

When Merrill Lynch saw a correlation between the first 90 days of a new client's experience and assets invested, they asked Addison to rethink 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.

In addition to improving their new client experience, Merrill Lynch was able to save millions of dollars in processing, printing and fulfillment costs while helping the environment.


Further information
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