Morgan Stanley’s patented method utilizes processors to create mutually exclusive customer treatment groups for personalized content delivery. By analyzing engagement metrics from various groups, the system selects the most effective algorithm to provide tailored content items to customers, enhancing user experience and engagement. GlobalData’s report on Morgan Stanley gives a 360-degree view of the company including its patenting strategy. Buy the report here.

According to GlobalData’s company profile on Morgan Stanley, Retail trading platforms was a key innovation area identified from patents. Morgan Stanley's grant share as of June 2024 was 87%. Grant share is based on the ratio of number of grants to total number of patents.

Personalized content delivery using customer treatment groups

Source: United States Patent and Trademark Office (USPTO). Credit: Morgan Stanley

The patent US12045298B1 outlines a computer-implemented method and system for delivering personalized content items to customers. The method involves accessing a customer database, a content repository, and an algorithm database to create mutually exclusive customer treatment groups. These groups include a control group, a random group, and groups defined by specific algorithms. The system provides content items to these groups based on their profiles and engagement metrics, which are analyzed to determine the effectiveness of the algorithms. The selection process for the algorithms is based on comparisons of engagement metrics across the different treatment groups, allowing for data-driven decisions on content delivery.

Additionally, the patent describes mechanisms for refining customer treatment groups through bucket definitions and validations to ensure a representative distribution of customers. The method incorporates machine learning and artificial intelligence to evaluate the impact of different algorithms on customer engagement, enabling continuous updates to customer profiles and content strategies. The system can also revise content delivery formats, channels, and frequencies based on performance metrics, ensuring that the content remains relevant and engaging for the target audience. Overall, the patent presents a comprehensive approach to personalized content delivery, leveraging data analytics and algorithmic strategies to enhance customer engagement.

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GlobalData Patent Analytics tracks bibliographic data, legal events data, point in time patent ownerships, and backward and forward citations from global patenting offices. Textual analysis and official patent classifications are used to group patents into key thematic areas and link them to specific companies across the world’s largest industries.