nmdl final presentation

10
Morgan Stanley Looking forward at an improved digital strategy Charles Staky

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Page 1: NMDL final presentation

Morgan Stanley Looking forward at an improved digital strategy

Charles Staky

Page 2: NMDL final presentation

Who’s our target?Stable job/source of

incomeExpendable incomeInterested in

investment opportunities

Technology savvy

Page 3: NMDL final presentation

Website: the face of the brand

Desktop

Tabs for easy navigation Information neatly organized Tells who they are, what

they do and how they do it

Mobile

Drop down menu for easy navigation

Gives same options as desktop version

Offers same information as desktop version

Page 4: NMDL final presentation

Social mediaMain types

• Facebook • Twitter• YouTube

Give excellent information about the brand through articles and

visuals Don’t overload viewers with

information

Need to interact with followers more

Page 5: NMDL final presentation

Improved advertising strategy

Display advertisements Social media advertisements Sites with similar content

Wall St. journal business Yahoo financeE-trade

Key word advertising Synonyms of wealth management,

investment, banking, securities…

Page 6: NMDL final presentation

Current Mobile apps1. Wealth management Manage Morgan Stanley profile Deposit checks View bills

2. Research Analysts advice Risk/Reward scenarios Stock information

3. Morgan Stanley matrix View life stock prices Receive market commentary

Page 7: NMDL final presentation

The big idea

One multi-purpose app Puts all available

information in one place Tabs for navigation through

features Easier for customers to use No need to switch between

apps

Page 8: NMDL final presentation

Comes with a cost Advertising costs

Display adds Facebook 10 million views+100 thousand “clicks” =

$30,600 Wall St. Business = $38,446.56

Key word costs Similar keywords $30 CPC

Application costs Most agencies spend $150,000-$450,000

Page 9: NMDL final presentation

Measuring progress Traffic

Social medias Current apps Key words

Conversion Display adds > website Website > clients

Customer retention rate

Page 10: NMDL final presentation

The whole picture Young – middle aged market

Know technology Have money

Social media and advertising touch ups Interact with customers More exposure

One mobile application Simple and fast

Happy customers Repeat business

Profit!