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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