This 60 x 60 exhibit helped Merrill Lynch financial advisors get targeted advice on specific problems they were facing by the trading platform shift to Merrill Lynch One. The four primary pain points were related to the transition logistics, technology platform, client conversations, and overall strategy behind the platform shift.
Each of the four stations was color coded so financial advisors could find them easily. The center of the exhibit featured a private demonstration area where financial advisors could securely review sensitive client account information related to the transition.
Two large video walls drew conference attendees into the exhibit and featured quotes from financial advisors about the transition.
Financial advisors could learn at their own pace using iPads and laptops loaded with related content.
Demonstration kiosks allowed exhibit staff to provide financial advisors with detailed demonstrations.
Cocktail napkins and meal takeout containers featured secondary messaging to remind financial advisors about the transition.
Reusable cork coffee sleeves replaced paper sleeves and included secondary messaging.
Snacks and candies also included secondary messaging.