- Matt Fisher - Senior Content Strategist firstname.lastname@example.org
- Merrill Brokerage statements have fallen from 1st to 3rd in usability ratings
- Identify and adopt best practices for brokerage statements so Merrill regains number one ranking.
- Improved user experience by making contact information easier to find
- Deepened relationship with the Financial Advisor by creating targeted, custom messaging formats
- Cleaned up design for more readability
- Called out fees and made them easy to read and understand
- Created a separate page that illustrates the customer’s financial goals and where they stand