Financial Services

The professionals at Merrill are experts in solving the document management challenges integral to the financial services industry. Changing compliance regulations, non-integrated technologies, multiple vendor quality issues and the complexity of the document life cycle—these issues and others Merrill has solved while reducing costs and eliminating wasted resources.

• Financial services — Merrill produces, prints and distributes complex marketing and compliance documents (pre- and post-sale) for the mutual fund, insurance, banking and brokerage services industries. Our integrated order management, inventory monitoring and activity reporting solutions coupled with our pick-and-pack, kitting and shipping capabilities have allowed us to establish and maintain a market leader position.
• Marketing products for the financial industry — Merrill devotes the same care and attention to building the right marketing solutions as your best agents do building customer portfolios. We keep up with compliance issues, offer a smart array of marketing product choices and manage the marketing communications program that best fits your organization.
• Transaction and compliance services — We support client activities such as capital raising, reorganizations, mergers and acquisitions, SEC filings and other periodic filings through documents composition, filing, printing, distribution and electronic access services, including online data rooms.
• Professional services firms— We provide branded marketing materials (including high quality engraved business stationery and collateral marketing materials) to law firms, investment banking firms, consulting firms, accounting firms and other professional service firms around the world.