Marketing Today With Alan Hart

320: Being a Category of One with Morgan Stanley’s Alice Milligan

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Synopsis

Alice Milligan, CMO of Investment Management giant Morgan Stanley feels that “your career is a marathon, not a sprint”. Her path as an integral part of marketing, UI/UX, and growth strategies for companies such as American Express, Citibank, and E-Trade, has given her the ultimate marketing tool belt to tap in her current role.In this episode, Alan and Alice discuss how Morgan Stanley has been able to connect to a new younger wealth management audience, why being unique is your superpower, and why data and analytics are the lifeblood of marketing today.In this episode, you'll learn:How Morgan Stanley bridges the gap between their core clients and their new clientsHow the use of Ambassadors drives the conversation for Morgan StanleyThe importance of workplace collaborationKey Highlights[02:26] Alice’s career journey[06:55] How Alice’s role as is CMO defined[08:45] Managing the complexity of Morgan Stanley's portfolio[11:00] Broadening Morgan Stanley's appeal[13:20] Balancing the need to serve core clients yet