Merrill Lynch Revamps Customer Statements With HP Exstream Software

Overview

Merrill Lynch financial advisors can offer clients a broad range of diversified financial solutions. Listening to feedback from clients, the Merrill Lynch marketing department recognized the value in creating a consolidated "Relationship Statement," with the ultimate goal of demonstrating what is possible from a client relationship with Merrill Lynch. Merrill Lynch deployed HP's Exstream enterprise document automation software to redesign the account statements, producing more than 5 million "Relationship Statements" monthly.