We also created a series of videos to help explain the different ways that customers can invest with Merrill Edge.
Overview Video
Guided Investing
Financial Solutions Advisor
Merrill Edge Investment Guidance
We helped Merrill Edge redesign the investment guidance section of their public website. This involved a ton of content work to organize the structure and write copy. The centerpiece was an experience that provided helpful guidance by life stage, for those starting out with investing to living in retirement.