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Angela Simmons
CONTENT STRATEGY
Merrill Guided Investing Portfolio Expansion
The problem: Clients who adjusted key investment criteria, such as risk tolerance and time horizon, gained access to additional portfolio options better aligned to their financial goals. The challenge was creating an experience that clearly communicated these expanded choices while preserving confidence and decision-making simplicity.
The solution: Developed a content-driven experience that clearly explains portfolio eligibility changes and helps clients understand their available investment options. Simplified messaging and educational guidance improved transparency and supported more informed decision-making.
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Right content, right time, right place.
Let's create something great.
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