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Morgan Stanley (NYSE:MS) Wealth Management will advance artificial intelligence adoption with Debrief — an OpenAI-powered tool for the bank’s financial advisors to save hours of labor.
Speaking of Debrief, “After the meeting, it summarizes key points, creates an email for an advisor to edit and send at their discretion, and saves a note into Salesforce.” Morgan Stanley (MS) explained.
By early July, Morgan Stanley (MS) intends to make the tools available to about 15,000 advisors.
Earlier, Morgan Stanley (MS) used ChatGPT-like tools to assist advisors in research. However, Debrief puts AI in direct contact with advisors’ and their clients.
“.. a layer that sits between our colleagues and the many applications they interact with such as execution and order entry, CRMs, reporting tools, and risk analysis, just to name a few,” said Jeff McMillan, Head of Firmwide Artificial Intelligence at Morgan Stanley.
Importantly, each time Debrief is used, clients should give consent to be recorded.