|  |
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
|
|