Morgan Stanley Wealth Management is to modernise its adviser-client relationships with an "enhanced digital approach", which includes text messaging and curated emails in reaction to news and economic events. "The goal is to enable financial advisers to better service clients by arming them with all the tools they need," said Hassan, Morgan Stanley's CDO. The company is partnering with other businesses, including tech firm Twilio, for the push, which will focus on "driving client engagement, targeting new client segments and digitising the process".
Morgan Stanley Wealth Management is to modernise its adviser-client relationships with an "enhanced digital approach", which includes text messaging and curated emails in reaction to news and economic events. "The goal is to enable financial advisers to better service clients by arming them with all the tools they need," said Naureen Hassan, Morgan Stanley's CDO. The company is partnering with other businesses, including tech firm Twilio, for the push, which will focus on "driving client engagement, targeting new client segments and digitising the process".