Morgan Stanley Vs. Smith Barney 2008 Fy Affluent Adults

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Transcript of Morgan Stanley Vs. Smith Barney 2008 Fy Affluent Adults

Page 1: Morgan Stanley Vs. Smith Barney   2008 Fy Affluent Adults

Brand Strength

(DIFFERENTIATION

E & RELEVANCE)

Brand St at ure(ESTEEM & KNOWLEDGE)

Morgan St anl ey i s t he more est abl i shed brand, wi t h t wi ce t he Brand St rengt h of Smi t h Barney

Base: BAV USA 2008 Adults; Adults with Household Income $100K+

Smi t h Bar ne y

Morgan St anl e y

Page 2: Morgan Stanley Vs. Smith Barney   2008 Fy Affluent Adults

Why equal l y rel evant , Morgan St anl ey of f ers great er brand Di f f erent i at i on

Differentiation

E

Rel evance

Base: BAV USA 2008 Adults; Adults with Household Income $100K+

Smi t h Bar ne y

Mor ganSt anl e y

Page 3: Morgan Stanley Vs. Smith Barney   2008 Fy Affluent Adults

Morgan St anl ey i s al so more Est eemed

Esteem

Knowl edge

Base: BAV USA 2008 Adults; Adults with Household Income $100K+

Smi t hBar ne y

Mor ganSt anl e y

Page 4: Morgan Stanley Vs. Smith Barney   2008 Fy Affluent Adults

Morgan Stanley is stronger on all for pillars

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Morgan Stanley Smith Barney

Base: BAV USA 2008 Adults; Adults with Household Income $100K+

Page 5: Morgan Stanley Vs. Smith Barney   2008 Fy Affluent Adults

Morgan Stanley has a small edge on consumer consideration

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Consideration One Brand I Prefer

Base: BAV USA 2008 Adults; Adults with Household Income $100K+

Page 6: Morgan Stanley Vs. Smith Barney   2008 Fy Affluent Adults

Morgan St anl ey i s seen as more t rust ed and vi si onary t han Smi t h Barney

Base: BAV USA 2008 Adults; Adults with Household Income $100K+

Page 7: Morgan Stanley Vs. Smith Barney   2008 Fy Affluent Adults

A f act or sol ut i on i dent i f i es 6 di st i nct di mensi ons i n t he f i nanci al servi ces cat egory

SOCI AL CURRENCY

PROMI NENCE

HERI TAGE

NAVI GATOR

FUNCTI ONALI TY

CUSTOMER CENTRI C

GREWUP WI TH I TSimple, Original, Traditional, Authentic, Down to Earth

, FI LTER GUI DE & EMPOWERVisionary, Progressive, Intelligent, Innovative, Leader, Up To Date,Straightforward, Socially Responsible

GET THE JOB DONEGood Value, Reliable, High Performance, High quality, Worth More, Rugged

TAKE CARE OF YOUCares Customers, Obliging, Kind, Helpful, Friendly

KEEP YOU CURRENTTrendy, Stylish, Charming, Fun, Carefree

ONLY THE BESTPrestigious, Upper Class, Dynamic, Independent

Base: BAV USA 2008 Adults; Adults with Household Income $100K+

Page 8: Morgan Stanley Vs. Smith Barney   2008 Fy Affluent Adults

While both brands offer prominence, Morgan Stanley out delivers across key perceptual dimensions in finance

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Prominence Navigator CustomerCentric

Functionality Heritage SocialCurrency

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Morgan Stanley Smith Barney

Base: BAV USA 2008 Adults; Adults with Household Income $100K+