Design Portfolio of Joseph Agresta | Merrill Lynch Resource Central
15718
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Merrill Lynch Resource Central

Category
Digital, Strategy, UX / User Experience, Video, Web
About This Project

The object was to create an immersive experience that conveyed how Merrill Lynch sets the new standard for wealth management.

 

The Situation

Sparks Grove was engaged to create an engaging experience to drive education and awareness for all advisor tools and sales processes in one visual. The experience needed to be used at all sales conferences to help advisors understand tools in context of client profiles and personas.

 

The Result

We delivered an engaging experience that was delivered on a touch screen experience to all advisor road shows. The experience was replicated on internal advisor-facing intranet sites to allow them to discover new content related to tools. The experience helps tell them how they should use the content in context of a client.