FORWARD, pt. I
Re-imagining Merrill Lynch's Business
My team and I reimagined the brand experience for a large financial instituation’s Global Wealth and Investing Management Sector. The heart of this business is acquiring and managing relationships with high net-worth individuals. Under this group's (ML) new life priorities investing approach, my team collaborated with our clients to create a 3-5 year northstar vision for their digital product, affecting the softwares used by their financial advisors, clients and Institutional Retirement (IR) plan sponsors. I personally wireframed portions of these solutions, helped establish the guiding UI pattern and shot in-situation photography for the project.
Unify the fragmented digital experience for ML across all lanes of business to simplify services and processes for on-boarding prospective financial clients.
AQUIRING & ON-BOARDING NEW CLIENTS
Most if not all new clients come through referrals and social events. We sought to provide advisors with a powerful tool to send relevant content to prospective clients after initial contact, creating the basis for a clients’ digital footprint.
INTERACTIVE OFFICE CONVERSATION
ML advisors would have in-office tools that are intiutive and engaging. Advisors can sessions by projecting pre-screening assessment results, and easily record details of the session. This new enhanced environments enables greater data driven solutions, transparency and real-time projections. At the end of a session, client should be able to set high-level goals will better inform investment proposals.
ENHANCED CLIENT EXPERIENCE
Once a new client is acquired, ML would provide a smarter, multi-platform, fully integrate system that makes viewing account info, tracking goals and managing investor relationships easy and intuitive.
With shared accounts for families, reporting insights and revelant content, ML could provide dynamic digital communication with their clients for life long engagement.