Morgan Stanley is using tech to target your rich friends (MS, TWLO)
|06/18/2017||Posted by BusinessMediaguide.Com under General World News||
- Morgan Stanley is partnering with the tech firm Twilio to help the firm’s army of financial advisers send text messages to clients about their portfolios and current events.
- The partnership is part of a broader strategy at Morgan Stanley to use technology to increase engagement with existing financial adviser clients, target new clients, and digitize time-intensive processes.
- The bank is also planning to roll out a goals-based robo-adviser option for the children of wealthy clients and younger corporate executives.
You’re a wealthy individual, and you have a day of back-to-back meetings. Then, something happens to roil the markets. It could be a read more >>>