nmdl final presentation
TRANSCRIPT
Morgan Stanley Looking forward at an improved digital strategy
Charles Staky
Who’s our target?Stable job/source of
incomeExpendable incomeInterested in
investment opportunities
Technology savvy
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
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
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…
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
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
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
Measuring progress Traffic
Social medias Current apps Key words
Conversion Display adds > website Website > clients
Customer retention rate
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!