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Marketing Materials on Demand (MMoD) Platform

Merrill Lynch financial advisors use an online authoring tool to create customized marketing materials. As originally designed, the Marketing Materials on Demand (MMoD) platform wasn’t meeting their needs and they were expressing their frustration. I was tasked by the marketing team with analyzing and improving the user experience. By simplifying the existing user flow, streamlining the interface, and expanding the design template options, overall site use increased between 35-50%. Financial advisors clearly appreciated the effort and so did the Gramercy Institute, which selected our team for a Financial Marketing Strategy Award.

Project Roles
Merrill Lynch
Design, Low / High Fidelity Prototyping
Desktop Apps
Project Industries
Marketing Materials on Demand (MMoD) Platform