Marketing Products for the Financial Industry

key benefits Increase agent satisfaction with a flexible and coordinated marketing program Provide agents with easy marketing tools that optimize selling time Easily personalize marketing materials for increased lead conversion Maximize brand exposure without compromising its integrity Reduce the time required to manage sales programs Reduce costs by working with a single source

Escalate sales with coordinated marketing communications

To build a thriving client base, financial advisors need good tools and flexible marketing materials in a well-coordinated marketing communications program. How can you support their expectations and keep your overall brand strong with limited resources?

Merrill can help.

We offer a wide array of marketing products and strategic advice on how to build the best marketing communications program for your organization. We keep up with compliance issues in printing financial documents. And we provide access to flexible Web-based solutions that make it easy to create, personalize, launch and track your print or e-marketing campaigns 

Most of all, as a single source solution, Merrill helps you keep costs down, accelerate production and maintain brand consistency across all your marketing communications products.

Tools to generate leads, retain customers and drive sales

Agents can access a wide list of corporate-approved marketing items and tailor them to individual customers:

• Prospect and customer lists for personalized mailings
• Personalized invitations, postcards and calendars
• Newsletters customized by article and photo selection
• Stationery, envelopes and business cards
• Premium and incentive items
• Templates for proposals, presentations, seminars and letters
• Packaged programs designed for novice agents and top producers

Supporting your trusted financial advisors with a coordinated marketing communications program requires a partner committed to your industry, one with experience, regulatory knowledge and brand management solutions that won’t break your budget.

Merrill is your trusted partner.