Merrill Lynch

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Merrill Lynch

Communication platform for Financial Advisors & Clients - proposal

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Role: Creative Director
Team: ECD, AD, SD, Copywriter

Question
How might we enhance the relationship between a Financial Advisor and his or her client?

Insight
While doing research and stakeholders interviews, we realized FA's often kept folders with their client's info, goals & life aspirations, even their kids pictures. Communication happened though a mix of email and text messaging.

For clients, we found out that they often thought of their financial goals as life milestones, for example a child entering college, and less as assets allocation.

Proposal
We proposed building a digital platform called "Plan To Live" where both could communicate in real-time, and work and create a plan together.

It would allow the client to update their FA on life and milestones changes, and for the FA to share strategies and assets allocation to reach their various goals. Conversations would be securely captured through the platform, and both parties could conference together during performance review time.

Finally, a personal index was created to give the client a quick snapshot of how he or she is tracking against their life plan.