Tag: Merrill Edge

Marketing premium products to the highly desirable, affluent audience?  As you promote and sell checking accounts, savings accounts, investments, home equity loans and credit cards, you can take some lessons from trending strategies and tactics from others in the industry. Based on observations of marketing communications over a recent 3-month period, here’s what experienced financial institutions are doing to target mass affluent and private bank prospects and customers.

Is an aged photo of yourself intriguing? Or is it alarming? Your response may determine if you stick around online and investigate Merrill Edge retirement savings or if you run screaming for the nearest exit. Merrill Edge’s "Face Retirement” tool relies on the first response, and it has Stanford-based research to back it up. However, the concept may be best suited for marketing channels with extreme targeting capabilities – direct mail and email versus the Web, for example.