Morgan Stanley Rolled Out Its Generative AI Assistant 'Debrief'

Game-Changer: Morgan Stanley Wealth Management, With $2.1 Trillion In Assets Has Rolled Out Its Generative AI Assistant 'Debrief'

Debrief, acts as notetaker, meeting summarizer and first draft communication composer for client meetings.

MS is OpenAI's single strategic wealth management partner.

One advisor said:

"It's saving me about half an hour per meeting just by handling all the notetaking.

This has really freed up my time to concentrate on making decisions during client meetings.

It's been a total game-changer"

MS says, 98% of advisors have adopted its AI @ Morgan Stanley assistant.

To put this into perspective, MS has tens of thousands of financial advisors, so the anecdotal 30 minutes of time saved is quite material at scale.

Now think of the industry as a whole!