Merrill Lynch's IT Initiatives

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Please note:

This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.

Case Details:


Case Code : ITSY038 For delivery in electronic format: Rs. 400;
For delivery through courier (within India): Rs. 400 + Rs. 25 for Shipping & Handling Charges


Case Length : 16 Pages
Period : 1997 - 2004
Pub Date : 2004
Teaching Note : Not Available
Organization : Merrill Lynch
Industry : Financial Services
Countries : USA


The case examines the two major IT projects implemented by the US-based Merrill Lynch & Company (ML), a leading global financial services firm. It describes the Trusted Global Advisor (TGA) project that aimed at offering high quality content and analytical tools to enable ML's financial advisors create, use and track financial plans for their clients. The case describes in detail the systems architecture of TGA, its utility and the problems faced by ML during and after implementation of the project. The second IT project that ML launched to replace TGA was the Wealth Management Workstation (WMW), the largest IT project worth $ 1 bn to be fully outsourced by third party vendors. The case discusses the system architecture of WMW, the role played by various vendors. Finally, it updates on the current status of the project implementation.


Study the systems architecture of a typical IT project and examine the objectives for its implementation in a financial services company.


  Page No.
Introduction 1
Background Note 2
The Need for It 3
The Trusted Global Advisor Project 4
The Problems with TGA 7
The Wealth Management Workstation Project 7
The System Roll Out 10
Exhibits 12


Merrill Lynch, IT Projects Implementation, IT in Financial Services, Trusted Global Advisor, Wealth Management Workstation, IT Systems Architecture, IT Outsourcing

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