AFTAs 2013: Best IT Integration Initiative—Bank of America Merrill Lynch

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According to BAML, over the course of the last few decades, investment advisory businesses in the US have evolved to align themselves with clients’ financial needs. However, despite progress, inconsistency and complexity remain around how advice and investment opportunities are accessed and delivered, factors that drove BAML’s business rationale for implementing the Merrill Lynch One platform.  

Merrill Lynch One, a three-year, $100 million project—the rollout of which began in September 2013

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