Morgan Stanley wanted to stimulate IRA rollovers through their local Financial Advisor network. The problem: Financial Advisors did their own marketing, so there wasn’t a consistent look and feel. The solution: an online database that let each Financial Advisor build a personal list of contacts – and produce a highly personalized mailing package far superior to what they could afford individually. The result: generation of double the goal of new IRA rollover assets, a consistent look for Morgan Stanley – and some very busy Financial Advisors.
Strategy and management by Raymond Straus before 93 Octane.
