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
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
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
Personalized Client Relationship Agreement
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
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
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
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
Merrill Lynch OnLine e-delivery website
E-delivery
Merrill Lynch clients were overwhelmed by the amount of paper documents they were receiving. But they were unable to see all of their account information online in one place.
In response, Addison designed a utility for e-delivery -- Merrill Lynch OnLine. The website offers a single tool that lets clients choose to receive a few, some or all of their Merrill Lynch communications online.
The result -- Merrill Lynch met their e-conversion goals for the year in the first week. They also realized significant cost savings while helping the environment.
Further information
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