Overcome your barriers

Our process

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

We assess what you're doing to find out whether and how we could be helpful. We don't want to duplicate your efforts or efficiencies, but determine where our wide range of services and content could be useful.

After learning about your marketing, we'll address where we believe improvements could be made. We'll explain our unique selling proposition and find what you find compelling in order to create a proposal.

This can be done via a short 15-20 minute introductory phone call, or via email with our customer service manager, Sirvydas Vebra, at svebra@merrillanderson.com

Not sure about starting the process? No worries. We're happy to talk and share our experience at any point, and there is no cost unless you decide you'd like to utilize our services

Articulate and Approve

We then brand mock-ups of collaterals, or provide samples of similar work based on what we'll be helping with as proof of concept, and a basic outline of what we think would work best with ballpark pricing.

After review, we'll articulate and a formalize the proposal and, with your approval, move forward immediately.

Based on the scope of the project, the finalized pricing, or samples, this process can take a week or more, but typically it's done within 1-2 business days.

Automate and Audit

The fun part! We start the turn-key fulfillment. Whether it's providing the content so you don't have to come up with it, or handling the fulfillment of the print or digital campaign itself, we create a process so that it's done every time the way you want it to be, without worry and hassle-free.


We strongly believe in our products and services based on positive feedback from clients that have grown through the successful implementation of our strategies for 40+ years, but part of that comes from knowing that everything doesn't work everywhere, managing expectations, and adjusting along the way.

Thus - the audit. If we're handling digital fulfillment, we can go over the metrics with our clients so that they can determine the success, return readership, and more. With print or content fulfillment, it's more staying in touch, and doing a check-in to see if the plan we articulated earlier should be adjusted based on results not matching our expectations.

We develop partnerships and appreciate it when our clients provide us with either positive or negative feedback so we can improve what we provide them and adjust our product and service mix to match their changing needs.

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

We really hope you'll give us an opportunity to demonstrate how we can be a partner for you!

©2020 by Merrill Anderson Co.