C-Matrix was appointed to design, lead, and implement the internal integration communications programme for Julius Baer’s acquisition of Merrill Lynch Wealth Management. Based in Zurich and deployed across 23 locations in Europe, Asia, and Latin America, the programme engaged key stakeholders – employees, clients, partners, and regulators. As part of the core integration team, C-Matrix contributed from planning through execution, covering change communications, marketing efficiencies, stakeholder engagement, project management, and the transfer of success strategies across markets.
Key Objectives
To engage employees and clients, sustain momentum, and meet legal and compliance standards, C-Matrix designed an integration communications programme for Julius Baer’s acquisition of Merrill Lynch Wealth Management, addressing key stakeholders including media, partners, regulators, and investors.
Approach
We designed and led a multi-channel communications programme across 23 global locations, aligning with business goals and timelines. Our integrated approach engaged key stakeholders through events, digital platforms, and face-to-face channels to support a seamless acquisition.
Result
C-Matrix ensured timely, effective internal communications, engaging employees and clients across regions. We met or exceeded all deliverables, secured regulatory approval for key stakeholder messaging, and used data-driven insights to replicate success globally.
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