Morgan Stanley To Roll Out OpenAI-Powered Assistant For Financial Advisors: 'Quality And Depth Of The Notes Are Just Significantly Better'

Benzinga
Benzinga
  • 2 days ago
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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