Morgan Stanley has a new OpenAI-powered chatbot for its financial advisors
Morgan Stanley Wealth Management is looking to leverage generative artificial intelligence to help its financial advisors do away with busy work.
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The assistant will sit in on advisors’ meetings with client consent, the company said. Afterwards, Debrief will surface action items, summarize key points, draft emails, and save notes into Salesforce.
“The truth is, this does a better job of taking notes than the average human,” he said.
Debrief is the next step in the bank’s partnership with ChatGPT-maker
“As we reach critical mass in our AI @
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