Clent: Bank of America
Marketing: Financial Services
Affluent market. Target mailing.
The purpose of this piece was to market premium bank services to existing Bank of America customers with assets on deposit of 100k+.
Customers of affluence and more sophisticated financial service needs were directed to Merrill Lynch Representatives.
Merrill, previously Merrill Lynch, is an American investing and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and security dealings. The firm is headquartered in New York City. Merrill employs over 15,000 financial advisors and manages $2.2 trillion in client assets.