Morgan Stanley to deploy OpenAI-powered assistant for financial advisors [Seeking Alpha]
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Morgan Stanley (MS)
Last morgan stanley earnings: 4/16 07:15 am
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Source: Seeking Alpha
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. About MS Stock Related Stocks Trending Analysis Trending News
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Earnings
- 4/16/24 - Beat
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Sec Filings
- 6/28/24 - Form 424B2
- 6/28/24 - Form 424B2
- 6/28/24 - Form 424B2
- MS's page on the SEC website