Celent is pleased to award Merrill Wealth Management (“Merrill”) with the Celent Model Wealth Manager 2023 Award for Streamlining Advisor Workflows. Merrill’s COBE (Collaborative Onboarding Experience) platform is a standout solution for its ability to actively mitigate advisor and client inefficiencies associated with the typical challenges related to the onboarding process.

COBE is an end-to-end digital account opening platform that enables Merrill financial advisors to collaborate digitally with their clients to open multiple accounts in a single, guided workflow. The solution has significant business benefits across Merrill while seamlessly integrating into Merrill’s digital ecosystem. COBE eliminates redundant processes like setting up beneficiaries or e-delivery preferences, thereby giving the advisor what matters to them most: time.