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Morgan Stanley
 

On behalf of one of the world’s largest financial services firms, Oncall Interactive developed a direct marketing micro-site for connecting existing retail banking clients to their personal financial advisors.  The program increased awareness of Morgan Stanley mutual fund offerings as well as provided a convenient channel for existing clients to prompt a dialogue with their Morgan Stanley Financial Advisor.  The micro-site provided an exclusive opportunity for mutual fund customers to experience the power of Portfolio Architect – a Morgan Stanley planning tool – and learn more about Morgan Stanley managed fund strategies.  The site also provides a method to capture investor data for future contact.  More than 900,000 clients received a direct mail postcard highlighting the Portfolio product, which then directed them to the password-protected site for links to their specific Financial Advisor.

 
 
 
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