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