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      REPORT
      Merrill: Digital Wealth Overview
      Model Wealth Manager Award Winner for Client Experience
      9th March 2022
      //Merrill: Digital Wealth Overview

      Merrill won Celent's model wealth manager award for client experience. Merrill’s Digital Wealth Overview (DWO) is a tool for financial advisors that provides a personalized and interactive video presentation of a client’s full financial picture. DWO represents a new, innovative way for advisors to engage clients who prefer digital communications.

      Details
      Geographic Focus
      North America
      Horizontal Topics
      Customer Engagement, Digital Transformation, Emerging Technologies, Innovation
      Industry
      Wealth Management