Manual Data Cleaning helped ML.com increase sales by 22% via manually appending information. Visit BizProspex.com to learn more

1. 2018 Case Study
How Merrill Lynch increased sales by 22%

2. The Need
Company
Merrill Lynch is a
financial asset
management arm of
Bank Of America.
Merrill Lynch has 15,000
full time FA’s who help
their clients manage
assets.
Context
Merrill Lynch relies on
big data for helping their
FA’s reach out to more
customers and close
deals faster.
Every minute spent on
data quality saves
atleast 5 for their FA’s.
Problem statement
Bad data quality was
affecting ML.com’s close
rate and agent time per
call.

3. Solution
Better data quality (100%
manually vetted)
BizProspex helped ML vet data
before passing on to it’s agents to
take it forward with the lead thusby
saving agent time on call and
improving close rate.

4. The process

5. Our approach?
We followed a simple four step procedure to vet best quality leads for
ML.com
1. Manually vetting leads for best ROI
2. Appending data to ensure 360-degree view of the lead
3. Checking financial background to promote the most optimal offer
4. Prioritize quality over quantity to save agents’ time

6. Impact
22% sales increase within 12
months for it’s Financial Agents

7. Thank you for
reading!
Visit BizProspex.com to know more