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 Watch Video

⏲ Duration: 0:45
👁 View: 580K times
✓ Published: 27-Jun-2024

Description:
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.