Project Summary: Morgan Stanley
In 2009, Morgan Stanley and Smith Barney merged to form the financial industry’s largest wealth management firm. With the merger underway, Morgan Stanley needed to develop and implement a richly functional broker desktop platform solution across the newly formed organization. This massive systems conversion project meant the company had to prepare and train over 16,000 financial advisors, 8,600 client service associates, and 1,600 managers. Morgan Stanley’s Technology Training Group had the experience to provide the blended learning strategy but lacked the training resources and support to deliver the training of this scope across geographically dispersed branch locations. Morgan Stanley partnered with TTA to deliver a dedicated and proven team of experienced trainers to complement their training team. This initiative won a 2012 Brandon Hall Bronze award for Excellence in Learning.
Brandon Hall Bronze Award for Excellence in Learning