Employee Experience | Bank of America Merrill Lynch
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Employee Experience

Helping employees live their best financial lives

Each of your employees is on a unique life journey. And we want to help them live their best life along the way. That means not only recognizing their diverse needs, but also the various financial needs and priorities they will have during their careers.

A personalized and actionable employee experience

Our goal is to provide a personalized experience for your employees, with access to a large network of financial professionals and specialists offering guidance and strategies. A positive experience that includes suggestions for their potential next steps, encourages their progress and always seeks to boost their financial confidence.

Beyond benefits to include everyday needs

Our benefits solutions are designed to fit your employees’ evolving needs, with a holistic approach across all their financial accounts. Whether they want help with budgeting, need banking solutions1 to purchase a home, or advice2 to assist with their investment strategy3, they can find it here. By working with an experienced provider who can integrate their full financial picture, your employees will get the support and guidance they need to help them take action.

How and when they need us

Your employees have the advantage of talking directly to real people who understand their goals and can create a strategy to meeting them. And if they prefer digital support, we make it easy for your employees to take actionable steps online through the app or on the full website in a simple, integrated experience.

Your employees have access to a large network of local professionals who genuinely care, accessible in group workshops, in individual consultations or by phone. Whether they have simple questions, or want access to an investment professional to help them get and stay on track, we can help them pursue their unique financial wellness goals.


1 Bank products are available from Bank of America, N.A., and affiliated banks.

2 Advice is provided for assets in the 401(k) solely through Advice Access. See "Important Disclosures" appendix page for additional details.

3 Investment products are available from Merrill Lynch, Pierce, Fenner & Smith Incorporated.

4 The J.D. Power Certified Contact Center ProgramSM focuses on critical areas of customer satisfaction by rewarding best practices that are aligned with customer needs. To become certified for live phone interactions, a contact center operation must successfully pass a detailed audit and also perform within the top 20 percent of customer service scores, which are based on benchmarks established in J.D. Power’s cross-industry customer satisfaction research. The evaluation criteria include the customer service representative’s courtesy, knowledge and concern for the customer; promptness in speaking to a person; and timely resolution of the problem or request. Additionally, the experience with the automated phone system is evaluated based on the clarity of the information provided, the ease of navigating the phone menu prompts and the ease of understanding the phone menu instructions. J.D. Power 2019 Certified Customer Service Program recognition is based on successful completion of an evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. For more information, visit https://www.jdpower.com/business/solutions/certified-contact-center-program. Participation in this survey was paid for by Bank of America.

5 Khan Academy is not an affiliate of Bank of America Corporation. This material does not take into account participants’ objectives or financial situation and is not intended as a recommendation, offer, or solicitation for the purchase of sales of any security, financial instrument, or strategy. Before acting on any information in this material, employees should consider whether it is suitable and, if necessary, seek professional advice.
Khan Academy is a registered trademark of Khan Academy, Inc. and is used by Bank of America pursuant to a license. Khan Academy is not an affiliate of Bank of America Corporation.

6 As of March, 2019

See how Retirement & Benefit Plan Services can expand the possibilities of your employee benefit solutions.
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