_morgan-stanley-to-roll-out-openai-powered-assistant-for-financial-advisors-39quality-and-depth-of-the-notes-are-just-sig.jpg "Morgan Stanley To Roll Out OpenAI-Powered Assistant For Financial Advisors: 'Quality And Depth Of The Notes Are Just Significantly Better' from microsoft teams web client is disabled Video Screenshot Preview")
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✓ Published: 27-Jun-2024
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✓ Published: 27-Jun-2024
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Morgan Stanley is set to launch an AI-powered assistant to enhance the workflow of its financial advisors. The AI assistant, named Debrief, will automate the note-taking process during client meetings, creating draft emails and summaries of the discussions, CNBC reported on Thursday. The program, built using Microsoft-backed OpenAI’s GPT-4, will be rolled out to the firm’s approximately 15,000 advisors by early July.
Morgan Stanley is set to launch an AI-powered assistant to enhance the workflow of its financial advisors. The AI assistant, named Debrief, will automate the note-taking process during client meetings, creating draft emails and summaries of the discussions, CNBC reported on Thursday. The program, built using Microsoft-backed OpenAI’s GPT-4, will be rolled out to the firm’s approximately 15,000 advisors by early July.
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