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AllenComm Congratulates Morgan Stanley

AllenComm Congratulates Morgan Stanley on Prestigious Barron’s Award for Outstanding Achievement and Innovation in Financial Advisor Development

Online training platform Elevate Practice Management e-University wins top honors

Salt Lake City, Utah – February 23, 2018 – AllenComm is pleased to congratulate Morgan Stanley, who won top honors for innovation in Advisor Development at the prestigious Money Management Institute/Barron’s Annual Conference. Morgan Stanley’s Elevate platform was recognized for its outstanding achievement and innovation in Advisor Development. Elevate is an online Practice Management learning platform to help Financial Advisors evaluate their business, serve clients more efficiently and effectively and optimize their practice through customized online learning.

AllenComm and Morgan Stanley partnered to produce unique and innovative online courses that deliver ongoing and scalable learning in a digital format. Financial Advisors receive customized recommendations designed to strengthen their skills and the courses blend instructional design with creative media and performance technology to provide the highest possible impact.

MMI President and CEO, Craig Pfeiffer, acknowledged the winners as those who “set higher standards for investment advisory solutions and address important industry issues.”

Bill Baldenko, Vice President, Financial Advertising at Dow Jones & Company, the publisher of Barron’s, added that these awards highlight innovative efforts to improve the advice delivery process and create better outcomes, both for advisors and their clients.

“We are pleased to have partnered with Morgan Stanley to design and build one of our most exciting projects,” said Ron Zamir, CEO of AllenComm. “Elevate represents innovations in content and delivery, and we’re thrilled it has been recognized as the top solution in its category; recognizing our innovations in this area as well as the skills, passion and collaboration of both our and Morgan Stanley’s teams.”

About AllenComm

AllenComm is a leading custom training solutions provider partnering with the world’s leading brands to create unique and innovative learning solutions that excite, engage and educate. We bring the world of innovative and scalable digital learning to the class, onto the web and into the field to enable the world’s leading brands to realize the potential of their L&D efforts. AllenComm is unique because of a combination of deep instructional design experience, innovative learning technologies, and marketing-quality creative teams, coupled with a design and development system that enables us to understand our client’s and their learner’s every need and objective. AllenComm has worked with companies of all sizes, and across all industries, to create transformational learning solutions that enable companies to become sharper, smarter and better. To learn more, go to .

About Morgan Stanley

Morgan Stanley Wealth Management, a global leader, 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.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.  With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.  For more information about Morgan Stanley, please visit www.morganstanley.com.

About MMI                                                                  

MMI is the national organization for the advisory solutions industry and for the global financial services organizations that provide advice and investment advisory solutions to individual and institutional investors.

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instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

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Media Skills: Use of stock media libraries

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Technical Skills:

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learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
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Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

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Career Highlights:

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Technical Skills:

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instructional media specialist

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Technical Skills:

representative talent profile

lms admin

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learning project manager

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SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

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LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
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Number of Completed Projects: 20+

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  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
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representative talent profile

Instructional Designers

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  • Led the design and development of an onboarding program for new manufacturing employees
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Technical Skills: