Morgan Stanley is partnering with brand management company Yext, an initiative intended to improve CRM integration and search optimization while offering tools such as voice assistants.
For Morgan Stanley, this is the latest in a series of technology upgrades and rollouts. Earlier this year the firm released its “next best action” tool which analyzes an advisor’s book to identify new ways to connect with clients. The firm also
The partnership with Yext will power over 15,000 advisor websites, according to Morgan Stanley.
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Can smart speakers meet the level of sophistication and security needed for wealth management?
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The fund culls data on more than 6,000 public companies each day before picking about 100 of them to own.
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Collecting information about tobacco use and exercise, gives advisors a better idea about planning for long-term medical care.
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“A sophisticated digital presence is an absolutely critical component of a potential clients’ shopping process,” Naureen Hassan, chief digital officer for Morgan Stanley, said in a statement.
In addition to its deal with Yext, Morgan Stanley also has fintech partnerships with BlackRock, Hearsay, Investnet, Salesforce, Solium, Twilio, and Yodlee.
But the wirehouse isn’t the only one on the Street looking to new technologies to boost business.
UBS, for example, recently
