Financial Services Marketing & Communications Research and Reports

Secure the business of moving ahead with forward-thinking insights, industry updates and in-depth research brought to you by Merrill.

  • 11/22/2016

    Case Study

    Global consulting Firm Partners with Merrill Corporation for Worldwide Rebranding Campaign

    Financial Services Marketing & Communications | Financial Services | Merrill Connect®

    A worldwide rebranding campaign is quite an undertaking. Learn how Merrill provided comprehensive project resources to support this type of campaign.

     

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  • 11/08/2016

    Case Study

    Merrill Executes Corporate Rebranding Project Seamlessly for Steptoe

    Financial Services Marketing & Communications | Financial Services | Merrill Connect®

    Learn how, through expert project management, superb attention to detail and advise about best practices and leading edge concepts, Merrill was a strategic partner on a comprehensive rebranding effort.

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  • 10/07/2016

    White Paper

    Taking Control of Your Marketing Assets

    Financial Services | Financial Services Marketing & Communications | Merrill Connect®

    Are you missing out on the benefits of a Marketing Asset Management solution? Learn how these platforms can be used to focus resources on content development, brand consistency and compliance, while allowing real time and immediate access for all user groups.

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  • 01/24/2016

    Brochure

    Connect the Dots Seamlessly with Merrill's Financial Services Marketing Solutions

    Financial Services | Financial Services Marketing & Communications | Merrill Connect®

    Merrill is the partner of choice for leading companies in asset management, insurance, retirement services and wealth management. With Merrill Connect, we bring end-to-end marketing and communications solutions backed by forward-thinking technology.

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  • Case Study

    John Hancock Boosts Retirement Planning with Merrill Connect

    Financial Services Marketing & Communications | Financial Services | Customer Acquisition & Enrollment | Merrill Connect®

    To meet marketplace demand for retirement plans, John Hancock replaced an outdated manual system with secure, easy-to access portal Merrill Connect. Now John Hancock representatives report personalized retirement plan proposals are delivered to clients 45% faster.

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  • Brochure

    Unlock Sales Productivity by Improving Access

    Financial Services Marketing & Communications | Financial Services | Merrill Connect®

    Better connect your marketing with your sales team to help drive more successful sales interactions. With Merrill Connect, you can increase win rates, shorten sales cycles and reach higher revenue targets.

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  • Case Study

    Investment Management Firm Expands Personalized Mailings, Cuts Freight Costs 20%

    Financial Services Marketing & Communications | Financial Services | Customer Acquisition & Enrollment | Merrill Connect®

    Learn how one firm reduced costs and improved efficiencies by updating its marketing program to an integrated solution with features like digital print-on-demand, an intuitive ordering platform and CRM integration.

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  • Brochure

    Get More out of your Marketing ROI

    Financial Services Marketing & Communications | Financial Services | Merrill Connect®

    Increase productivity while reducing costs by implementing an integrated marketing asset management system such as Merrill Connect, which makes it easier for your teams to manage inventories, revisions and version control of existing marketing materials.

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