| FA Homepage Project>> Creative Brief |
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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 |
