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ABSTRACT:
The Relationship Statement illustrates the benefit of Total Merrill by consolidating information from multiple accounts into a summary report with up to five new summary pages. Each summary page focuses on a portfolio view of the client's relationship including an overall report, list of all accounts, balance sheet, portfolio review and monthly income gain/loss review. With an emphasis on usability and clarity, Dialogue's flexible design environment made it possible to standardize a template to house this account information, create data-driven variable charts for enhanced clarity, and insert dynamic cross-sell messages to promote the depth of the Merrill Lynch products.
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