Morgan Stanley is launching an AI assistant called Debrief for its 15,000 wealth advisors, built using OpenAI's GPT-4 model. Debrief will attend advisors' client meetings via Zoom and take detailed notes, drafting summaries and follow-up emails to save advisors time. By automating note-taking, Morgan Stanley estimates Debrief could save each advisor 30 minutes per meeting. Morgan Stanley aims to integrate AI technology to assist advisors in efficiently performing tasks like sending proposals, balancing portfolios, and creating reports through simple prompts. This AI implementation will automate core tasks such as parsing contracts and opening accounts across all divisions.
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00:00It's Benzinga, and here's what's on the block.
00:02Morgan Stanley is launching an AI assistant called Debrief for its 15,000 wealth advisors
00:07built using OpenAI's GPT-4 model.
00:11Debrief will attend advisors' client meetings via Zoom and take detailed notes, drafting
00:15summaries and follow-up emails to save advisors time.
00:19By automating note-taking, Morgan Stanley estimates Debrief could save each advisor
00:2230 minutes per meeting.
00:24Morgan Stanley aims to integrate AI technology to assist advisors in efficiently performing
00:29tasks like sending proposals, balancing portfolios, and creating reports through simple prompts.
00:35This AI implementation is intended to automate core tasks such as parsing contracts and opening
00:40accounts across all divisions.
00:42For all things money, visit Benzinga.com.