“Generative AI will revolutionize client interactions, bring new efficiencies to advisor practices, and ultimately help free up time to do what you do best: serve your clients.” -Morgan Stanley co-President Andy Saperstein
Morgan Stanley is taking its AI @ Morgan Stanley Assistant fully live for all financial advisors. The tool provides financial advisors rapid entry into the bank’s knowledge repository, which houses about 100,000 research reports and related documents.
Quick, easy access is a first-order effect. The second-order effects will be much larger. But these will take time to materialize. And they will only materialize after advisors not only incorporate the new tools into their workflows, but also build new processes and procedures as a result of the new tools.
