Merrill Connect Insights & Analysis

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

  • 10/10/2017

    Article

    Merrill Compliance Services Newsletter October 2017

    Financial Services | Merrill Connect®

    Welcome to the latest edition of Compliance Services News, where we remain committed to keeping you informed of industry-related topics as the regulatory environment continues to evolve, requiring change in operational, technical and production systems.

     

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  • 10/06/2017

    Blog

    Ah-ctober!

    Healthcare Member Communications | Merrill Connect®

    October is a great time to jump back in to your 508-accessibility plan ensure that the rest of your marketing and support materials are complete.

     

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  • 10/04/2017

    Brochure

    Five features that will redefine your content management workflow

    Financial Services Marketing & Communications | Merrill Connect®

    To ensure you are provided with ongoing support and positive outcomes, be sure the solution you select covers these five basic features.

     

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  • 10/04/2017

    Brochure

    SEC Investment Company Reporting Modernization Help Sheet

    Financial Services Marketing & Communications | Merrill Connect®

    The SEC released final technical specifications for forms N-PORT and N-CEN and associated filing on September 11, 2017 as part of the EDGAR 17.3 implementation.

     

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  • 10/03/2017

    Blog

    The alphabet soup of healthcare information for 508 accessibility

    Healthcare Member Communications | Merrill Connect®

    If you want to feel good about what you do and why you do it, then know that you are making a difference with 504, 508 and 1557. You need to know these three pieces of Federal legislation support equal participation and accessibility to healthcare programs, services, and activities.

     

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  • 09/28/2017

    Blog

    Looming September 30 Deadline for Medicare, Part D and Cost Plans Marketing Oversight

    Healthcare Member Communications | Merrill Connect®

    If you market to Medicare, Part D and cost plans, you are aware of the need to submit those materials through the Health Plan Management System (HPMS) for marketing oversight by the Center for Medicare and Medicaid (CMS).

     

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  • 09/26/2017

    Blog

    Merrill's Health Insurance Blog

    Healthcare Member Communications | Merrill Connect®

    The Merrill Health Insurance blog and newsroom is for everything important to mandated member communications.

     

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  • 08/25/2017

    Case Study

    Merrill Leading Holding Company Partners to Fast Track Print and Fulfillment Ordering

    Financial Services | Merrill Connect®

    Learn how Merrill Connect technology and Merrill's expertise delivered value to a client that was in need of an ordering portal solution on a short timeline.

     

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  • 08/23/2017

    Single Source of Truth - The Golden Repository

    Financial Services | Merrill Connect®

    Learn how a leading financial services firm utilized Merrill Connect to consolidate thousands of marketing assets into a single source of truth.

     

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  • 06/21/2017

    Article

    Merrill Compliance Services Newsletter June 2017

    Financial Services | Merrill Connect®

    Welcome to the latest edition of Compliance Services News, where we remain committed to keeping you informed of industry-related topics as the regulatory environment continues to evolve, requiring change in operational, technical and production systems.

     

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  • 06/13/2017

    Brochure

    Prepare for new regulatory reporting with accuracy and ensured compliance.

    Financial Services Marketing & Communications | Merrill Connect®

    As a trusted partner, and experienced service provider in regulatory disclosure, Merrill has been committed to staying well-informed of the SEC's rule to adopt changes to modernize and enhance the reporting and disclosure of information by registered investment companies.

     

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  • 06/13/2017

    Brochure

    Merrill's Publishing Center

    Financial Services Marketing & Communications | Merrill Connect®

    From web publishing to electronic delivery needs, Merrill's PublishingCenter solution provides the support you need to set yourself apart from the crowd. Our end-to-end solution simplifies website implementation and regulatory updates, helping companies provide investors easy access to ifnormaiton and documents.

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  • 06/01/2017

    White Paper

    Relieving the Burden of Fact Sheet Creation

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

    Learn how you can save significant time and money by automating the creation, production and distribution of your fact sheets and other marketing documents through an intelligent dynamic publishing platform.

     

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  • 05/10/2017

    Brochure

    Bringing Enhanced Control, Access and Confidence to Storing Your Communications.

    Financial Services Marketing & Communications | Merrill Connect®

    Merrill Connect Communication Archive offers a secure, scalable and easy-to-use solution for retaining confidential documents and customer correspondence while meeting specific compliance requirements and standards.

     

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  • 04/17/2017

    Report

    Compliance Services Newsletter April 2017

    Financial Services | Merrill Connect®

    The April 2017 Issue of the Compliance Services News includes articles SEC Proposed Rule Amendment, DOL Fiduciary Rule Delay and more.

     

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  • 03/28/2017

    Webinar

    AHIP Webinar 2017

    Healthcare | Merrill Connect®

    Are you struggling with your mandated member communications? Do you start over every year? Scramble with last minute regulatory changes? Anxious you’ll miss delivery dates? You’re not alone. Good news is there’s a better way!

     

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  • 02/22/2017

    Capitalize on New Opportunities with Critical Agility and Security

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

    Premium virtual data rooms improve security and agility as you respond to growth opportunities. Learn more on how to leverage late-stage private investments while courting M&A offers and remaining open to a high-value IPO by engaging with premium virtual data room (VDR) technologies.

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  • 12/01/2016

    Video

    Merrill’s ComplianceCenter Solution

    Merrill Connect®

    ComplianceCenter is our solution uses database intelligence and investor position analysis to deliver smaller, portfolio-specific compliance documents at far lower print production and postage costs.

     

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  • 11/22/2016

    White Paper

    How to Choose the Right Member Communications Support Provider

    Healthcare | Healthcare Member Communications | Merrill Connect®

    Position your health insurance plan for rapid growth by outsourcing multi-channel member communications to a partner that will simplify the process, control costs, improve quality control, ensure compliance and gain end-to-end visibility.

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  • 11/22/2016

    Case Study

    Global consulting Firm Partners with Merrill Corporation for Worldwide Rebranding Campaign

    Financial Services Marketing & Communications | 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 | 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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  • 10/10/2016

    Brochure

    Redefine Productivity with Fact Sheet Automation

    Financial Services Marketing & Communications | Merrill Connect®

    Lower the cost of creating fund fact sheets, while improving the speed and ensuring accuracy by automating your fund fact sheet process through our Dynamic Publishing solution.

     

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  • 10/07/2016

    Case Study

    Leading Health Plan Saves Millions Through Automation and Workflow Efficiencies

    Healthcare | Healthcare Member Communications | Merrill Connect®

    With exponential growth, the health plan faced many challenges. Learn how Merrill Connect helped the health plan achieve improved efficiencies and cost savings in excess of $5 million dollars.

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  • 10/07/2016

    Case Study

    Health Insurance Plan Partners with Merrill to Streamline ANOC and EOC Document Creation.

    Healthcare | Healthcare Member Communications | Merrill Connect®

    Learn how Merrill Connect Dynamic Publishing created a ground-breaking solution to allow health plans to quickly modify their required member documents to adapt to yearly plan changes and changes in CMS marketing and model guidelines.

    Download

  • 10/07/2016

    White Paper

    Taking Control of Your Marketing Assets

    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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  • 08/10/2016

    White Paper

    Relieving the Pain of ANOC and EOC: Streamline Document Creation and Reduce Costs

    Healthcare Member Communications | Merrill Connect®

    The traditional ANOC and EOC processes entail a great deal of work (at great cost), present numerous opportunities for error and threatens a high cost for those errors. Leveraging an advanced, dynamic publishing platform can immediately ease this burden, with real impacts that will continue to grow year-over-year.

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  • 03/09/2016

    Brochure

    Simplify the Complexity of Health Insurance Enrollment

    Healthcare Member Communications | Healthcare | Merrill Connect®

    Use Merrill Connect to deliver highly targeted materials to your current and prospective members, thereby increasing satisfaction and lessening confusion. Gain operational efficiencies while enabling rapid response to regulatory changes and growth.

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  • 02/20/2016

    Case Study

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

    Financial Services Marketing & Communications | 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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  • 02/20/2016

    Brochure

    Get More out of your Marketing ROI

    Financial Services Marketing & Communications | 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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  • 02/16/2016

    Brochure

    Unlock Sales Productivity by Improving Access

    Financial Services Marketing & Communications | Merrill Connect®

    Improve connection between your marketing and sales teams to drive more successful sales interactions. With Merrill Connect, you can increase win rates, shorten sales cycles and reach revenue targets.

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  • 01/25/2016

    Brochure

    Partner with Merrill to Focus on Bigger Opportunities

    Other | Merrill Bridge® | Merrill Connect® | Merrill DataSite®

    Whether you’re looking at an M&A or IPO; filings with the SEC or other regulatory bodies; managing contracts, IP and assets; or looking to engage and communicate with customers, unlock productivity leaning on Merrill’s breadth and depth of services.

    Download

  • 01/25/2016

    Brochure

    Engage with Healthcare Members More Extensively and Personally

    Healthcare | Healthcare Member Communications | Merrill Connect®

    Merrill Connect, our integrated, HIPPAA/PHI-compliant communications portal, brings end-to-end solutions backed by forward-thinking technology. We handle time-sensitive, stringent compliance seamlessly, whether it’s for individuals or large-scale mailings.

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  • 01/24/2016

    Brochure

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

    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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  • Report

    Avoiding Common Pitfalls of Section 508 Compliance

    Financial Services | Merrill Connect®

    It's now more important than ever to ensure documents are compliant with Section 508, learn about the challenges faced and ways to overcome them.

     

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  • Brochure

    Ensure Every PDF Is Accurate and 508 Compliant

    Healthcare Member Communications | Healthcare | Merrill Connect®

    Health insurance plans are turning to Merrill to provide a single-source, integrated solution designed to comply with Section 508 without jeopardizing accuracy or time to market.

    Download

  • Brochure

    Deliver Secure, Compliant, Personalized Member Mailings Every Time

    Healthcare Member Communications | Healthcare | Merrill Connect®

    Trust Merrill Connect with your most sensitive member communications. Our advanced data management and integrity manufacturing process let you create effective and compliant health insurance mailings and notices with efficiency and peace of mind.

    Download

  • Case Study

    Leading MCO Improves ANOC/EOC Accuracy and Reaches More Members Faster

    Healthcare | Healthcare Member Communications | Merrill Connect®

    Learn how a leading Managed Care Organization (MCO) exceeded its speed and accuracy goals and hit deadlines for 780,000 deliverables, with data automation and other support tools from Merrill Connect.

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  • Case Study

    MCOs See Faster Personalized Communications, Business Intelligence and 508 Compliance

    Healthcare | Healthcare Member Communications | Merrill Connect®

    Find out how three Managed Care Organizations (MCOs) were able to make fast changes to better serve their members and meet regulatory requirements with help from Merrill Connect.

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  • Case Study

    Managed Care Provider Delivers Personalized Communications In Record Time

    Healthcare | Healthcare Member Communications | Merrill Connect®

    At a time of sweeping changes to the US healthcare system, a leading managed care organization helps subscribers stay on top of new healthcare options with a highly personalized, HIPAA-compliant communications system designed by Merrill.

    Download

  • Brochure

    Dynamically Create Health Plan-Specific Documents

    Healthcare Member Communications | Healthcare | Merrill Connect®

    Reduce excessive numbers of templates, control versions and simplify proofing when creating your ANOCs, EOCs and EOBs by automating your publishing process on single marketing communications platform Merrill Connect.

    Download

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