Morgan Stanley Partners with Twilio to Help Enhance Client Communications

Morgan Stanley Wealth Management has partnered with Twilio to help enhance financial advisor-client communications by enabling Morgan Stanley financial advisors to text message with clients. Client texting is one of several initiatives Morgan Stanley Wealth Management is launching to align compliant financial advisor-client communications with the way people communicate today and part of a comprehensive digital strategy that will help financial advisors deepen and broaden their client communications.

Twilio’s cloud-based architecture provides scalable, secure APIs that will be integrated into Morgan Stanley’s cutting-edge digital applications available to clients and financial advisors. This will enable Morgan Stanley Financial Advisors to converse with clients via archived text messages.

Morgan Stanley anticipates expanding the integration of Twilio’s APIs to include additional applications and functionalities, such as the integration of video content, which financial advisors can leverage to communicate with clients.

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