Merrill Lynch
2012
Art Direction, Creative Direction, Web Design
Merrill Lynch - online communication tool proposal
- Merrill Lynch
Communication platform for Financial Advisors & Clients - proposal - How could we enhance the relationship between a Financial Advisor and his/her client?Our proposal was a digital platform where both could communicate, work & plan together. Doing stakeholders interviews, we realized FA's often kept folders with their client's info, goals & life aspirations, even their kids pictures. The tool allowed for the client to update the FA on life changes, and for the FA to share the strategies and assets allocation to reach the established goals. Conversations were captured through the tool, and both parties could conference together (a la Webex) during review time if necessary. Finally, a personal index was created to give the client a quick snapshot of how he/she is tracking against their life plan.Role: Creative Director
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