Merrill Lynch Statements

Merrill Lynch engaged our team to modernize and simplify its account statements and financial documentation as part of a broader client experience transformation initiative. The objective was to reduce cognitive load, streamline communications, and create greater transparency across complex financial reporting.

Our approach combined deep stakeholder immersion—with investors, advisors, and internal teams—with a client-centered design methodology. Beyond understanding regulatory and technical requirements, we reframed the challenge around core user questions: Is my portfolio growing? How are my accounts trending? What actions should I consider? This shift grounded the redesign in clarity, usability, and actionable insight.

We consolidated disparate account data across multiple backend systems and developed a scalable information design framework that translated complex financial datasets into clear, dynamic performance snapshots. Through hierarchy, visual signaling, data visualization, and typographic systems, we improved scannability and comprehension while maintaining compliance and institutional credibility.

The result was a reimagined statement and forms ecosystem that seamlessly integrated graphic design, UX principles, and information architecture. The new system enhanced readability, improved client confidence, and positioned Merrill Lynch’s communications as transparent, insight-driven, and aligned with modern expectations for financial reporting.