High-tech and high-touch
Whether it’s through digital or physical interactions, our job is to make it easy to provide the technology tools and resources so our clients can bank how and where they want to. We are transforming the banking landscape through innovative products and services such as:
- Erica, the industry’s first widely-available artificial intelligence-driven virtual assistant to help clients manage their finances.
- Zelle, the simple and secure way to send and receive money – even split a dinner check – with friends and family, no matter where they bank.
- Merrill Guided Investing (MGI), an online advisory program that offers portfolio management strategies directed by our Chief Investment Office.
We’re also evolving our financial centers to accommodate both the growing demand for a digital environment and the face-to-face financial expertise our clients continue to want. Newly-renovated financial centers have been transformed into comfortable and inviting places for clients to get advice from experts on all aspects of their financial lives, and include dedicated learning spaces and interactive tools to enhance the high-tech, high-touch experience.