Morgan Stanley Virtual Advisor

When Morgan Stanley approached us to develop a unified voice and content framework for their Virtual Advisor program, they wanted to connect with a younger generation of prospective clients. We considered that this audience was likely digitally-savvy, interested in accessible virtual wealth management, and looking for a straightforward way to secure their financial futures. By crafting a voice that felt fresh and approachable yet anchored in the brand’s legacy, we helped Morgan Stanley engage a new generation while upholding their reputation for trust and expertise.

AD: Justin Lucey