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Marketing Trust and Investment Services

Client engagement and prospect positioning

Cultivate referrals from estate planning professionals

In-bank referral training and coaching

Our clients

say it best!

"Instead of purchasing a product, we partnered with a provider. Merrill Anderson anticipated and helped overcome barriers, and integrated with our operations so well that our financial advisors are surprised whenever they learn that they are not part of our home office."

Kendall Austin Williams

VP, Digital Advisory Product and Marketing Manager

Regions Bank

Birmingham, AL

Merrill Anderson Co. is a leading provider of financial marketing communications for bank trust departments and wealth management groups, trust companies, and financial advisors.


Our services

Enlighten and Entertain

We create engaging and informative content for the trust and wealth management industry.

This content increases client retention, positions prospects, and increases the quality and quantity of referrals.

We help overcome other barriers that surround the implementation of that content such as:


Print production, mailing, digital distribution via website, email, and social media, and more.

Click here for examples of our marketing, and the underlying strategy that makes them successful.


Our process

Overcome Your Barriers

Simple to understand and implement, we use a three step approach to tailor our services for each client to supplement their existing efforts, reduce costs, and fill in any gaps within their marketing strategy:

Assess and Address

Articulate and Approve

Automate and Audit

We bring the experience gained working with hundreds of trust companies and trust departments to build success.

Click here to learn more about our approach, typical timelines, or to schedule a call with us.


Client successes

Real World Examples

Turning your marketing strategy into a growth and retention engine can raise issues such as:

Planning a cohesive campaign

Articulating your position

Assessing inventory risk

Reducing cost through automation

Understanding metrics and their value.

Finding time for fufillment

Merrill Anderson has solved these issues for over 85 years, and evolved to apply classic wisdom within current technology.

Click here to see real life solutions, and how our clients felt about the results.

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