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How Morgan Stanley Transformed Client Engagement with AI-Powered Personalization

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CHALLANGE​

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Morgan Stanley sought to enhance client engagement and retention by leveraging AI-driven personalization to deliver tailored recommendations in real time, improving the digital banking experience.

SOLUTION

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We developed an AI-powered recommendation engine within their platform, allowing bankers to deliver personalized product suggestions. This integration enhanced client relationships by providing hyper-relevant insights to help clients make better financial decisions.

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RESULTS

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  • Increased client satisfaction by 20%

  • Boosted conversion rates by 25%

  • Enhanced client retention with targeted, data-driven product recommendations

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