fahomepage
FA Homepage Project>> Creative Brief


Project Lead: Ken Press, Vice President


Morgan Stanley Financial Advisor Homepages

    Strategy
    Enable 14,000 Morgan Stanley financial advisors to build their own personal websites for prospecting and customer support.

    Results
    Launched pilot test in April 2001 for 500 advisors and 40 branch managers

    Functionality
    Allows customers to search for FAs by location, focus area, professional approach, college or university, and/or veteran status

    Next
    Page 2: Screengrab of a sample homepage

    Page 3 Financial Advisor Enrollment and Maintenance screen

    Page 4 Branch Manager Console


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