Morgan Stanley at Work Launches New Digital Experience for Financial Benefits Participants
29 Julho 2024 - 10:00AM
Business Wire
- New public-facing website unifies the pre-login participant
experience across the Morgan Stanley at Work ecosystem
- Offers benefits participants intuitive navigation, rich
educational content and access to support and financial
guidance
- The site exemplifies the Firm’s focus on execution, post
completion of its back-office integration of E*TRADE and
Solium
Morgan Stanley at Work today announced the launch of a pre-login
digital website experience for benefits participants, with a focus
on benefits education. With 85% of employees and 96% of HR leaders
agreeing their companies should do a better job helping employees
make the most of their benefits,1 the new website is designed to
help improve accessibility, foster clarity, and reduce friction in
understanding and navigating the full scope of resources employers
provide.
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credit: Morgan Stanley
Designed for streamlined navigation, the digital experience
includes:
- Onboarding resources to welcome new workplace participants,
walking through the specific benefits available to them—including
pop-up prompting and orientation for first-time users.
- Pre-and post-login support to help participants find relevant
information and explore additional Morgan Stanley services and
offerings—such as using a “hand raise” feature to connect with a
Financial Advisor
- A comprehensive self-guided Learning Center with intuitive
features and functionality, such as topic pages, filtering and
search capabilities—for example, a “Navigate Change” topic page to
identify content pertaining to key corporate events such as mergers
and initial public offerings (IPOs) that can affect equity
compensation.
Additionally, in line with Morgan Stanley’s recent back-office
integration, the site provides US-based workplace benefits
participants a unified entry point to the Morgan Stanley at Work
ecosystem of solutions, including equity compensation, retirement,
deferred compensation, charitable giving and executive services,
and leads to an authenticated platform for more personalized
information about the participants’ specific plan.
“As Morgan Stanley at Work continues to integrate our workplace
benefits offering across equity compensation, retirement and more,
delivering our participants a more unified digital experience is an
exciting and important next step,” said Stephanie Glashow, Chief
Marketing Officer, Morgan Stanley at Work. “Our goal is to empower
individuals on their benefits journey throughout onboarding,
education, engagement and beyond, making it easier than ever to
connect with the full breadth of Morgan Stanley.”
The announcement comes on the heels of Morgan Stanley Wealth
Management finalizing the organization’s back-office integration of
the Solium and E*TRADE Corporate Services stock plan businesses,
which together play a key role in the Firm’s overarching strategy
of combined workplace, advisor-led, self-directed channels. Morgan
Stanley at Work now serves over 24,000 corporate clients and ~12M
workplace participants, encompassing over 40% of the S&P 500
and roughly 60% of the Nasdaq 1002—representing $450 billion in
workplace participants’ unvested stock plan assets under
management.
“Given that 85% of employees believe their company needs to do a
better job explaining how to maximize their financial benefits,1
refining the user experience—at scale—is a top priority for
providers and employers alike,” said Scott Whatley, Head of Morgan
Stanley at Work. “With the integration work squarely in our
rear-view, we are in execution mode, continuing to invest in a
combination of human support and self-guided digital solutions that
can help foster deeper engagement, understanding and ease of use
for participants—at the same time, lightening the administrative
lift for employers with self-guided information and support.”
To learn more and visit the new participant website, visit
morganstanley.com/atwork/employees.
- State of the Workplace Study 2024 | Morgan Stanley at Work
- Statistics refer to equity compensation administration services
for Shareworks and Equity Edge Online®. Companies represented
includes companies for which Morgan Stanley at Work provides equity
compensation solutions as of March 2023.
About Morgan Stanley at Work
Morgan Stanley at Work provides workplace financial benefits
that build financial confidence and foster loyalty—helping
companies attract and retain top talent. Our end-to-end solutions
support your organization at any stage of growth through a powerful
combination of modern technology, insightful guidance, and
dedicated service; they include Equity, Retirement, Deferred
Compensation, Executive Services, and Saving and Giving solutions.
And while we’re fulfilling your company’s benefits needs, we’re
also enhancing your employees’ financial well-being. Each benefit
solution also includes our engaging Financial Wellness program,
which provides employees with knowledge, tools, and support to help
them make the most of their benefits and achieve their life
goals.
About Morgan Stanley Wealth Management
Morgan Stanley Wealth Management is a leading financial services
firm that provides access to a wide range of products and services
to individuals, businesses, and institutions, including brokerage
and investment advisory services, financial and wealth planning,
cash management and lending products and services, annuities and
insurance, retirement, and trust services.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm
providing a wide range of investment banking, securities, wealth
management and investment management services. With offices in 42
countries, the Firm’s employees serve clients worldwide including
corporations, governments, institutions and individuals. For
further information about Morgan Stanley, please visit
www.morganstanley.com.
Content and services available to non-US participants may be
different than those available to US participants. Morgan Stanley
Wealth Management is the trade name of Morgan Stanley Smith Barney
LLC, a registered broker-dealer in the United States.
© 2024 Morgan Stanley at Work services are provided by Morgan
Stanley Smith Barney LLC, member SIPC, and its affiliates, all
wholly owned subsidiaries of Morgan Stanley.
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version on businesswire.com: https://www.businesswire.com/news/home/20240726597888/en/
Media Relations Contacts: Lynn Cocchiola
lynn.cocchiola@morganstanley.com | Jeanne Joe Perrone
Jeanne.Perrone@morganstanley.com
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