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Merrill: Delivering a Collaborative Onboarding Experience

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29 March 2023
Ashley Longabaugh

Winner of Celent Model Wealth Manager 2023 Award for Streamlining Advisor Workflows

Abstract

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.

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