Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools
AI @
After the meeting, it summarizes key points, creates an email for an Advisor to edit and send at their discretion, and saves a note into Salesforce.
“We are thrilled to add yet another groundbreaking tool to our FA toolkit—further enhancing our industry-leading1 Advisor platform,” said
Feedback from Financial Advisor teams has been overwhelmingly positive:
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"AI @ Morgan Stanley Debrief has revolutionized the way I work. 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." (
Don Whitehead ;Houston, Texas ) -
“AI @ Morgan Stanley Debrief has become a crucial part of how I engage with my clients. After the meeting I can quickly review, edit and send an executive summary email while the meeting is still fresh in our minds. Clients have found these summaries to be a valuable addition to our process. I feel that all
Financial Advisors should incorporate this tool into their client engagement model.” (Zach Goldberg ;Short Hills, NJ ) -
"Because of AI @ Morgan Stanley Debrief, I can have deeper, more personal conversations with my clients. I don't have to rely on my team to jot down notes and action items anymore. It summarizes discussion topics and outlines the next steps, which makes our meetings so much more productive. Clients are also really excited to take part in Morgan Stanley’s journey in adopting Artificial Intelligence." (
Victoria Bailey ;Menlo Park, CA )
AI @ Morgan Stanley Debrief comes after Morgan Stanley Wealth Management announced its relationship with
“As we reach critical mass in our AI @
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Euromoney : North America’s best bank for wealth management 2023:Morgan Stanley - Morgan Stanley Wealth Management: AI @ Morgan Stanley Assistant
About Morgan Stanley Wealth Management
Morgan Stanley Wealth Management is a leading financial services firm that provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement, and trust services.
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Source: Morgan Stanley Wealth Management