Vendors
日本語
search
  2. //
  3. Reports & insights
  4. //
  5. Merrill: Digital Wealth Overview

Merrill: Digital Wealth Overview

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
9 March 2022
Jean Sullivan

Model Wealth Manager Award Winner for Client Experience

Abstract

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.

Access More