Morgan Stanley kicks off generative AI era on Wall Street with assistant for financial advisors

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Morgan Stanley kicks off generative AI era on Wall Street with assistant for financial advisors
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Morgan Stanley says it is the first major Wall Street firm to put a bespoke solution based on GPT-4 in employees’ hands.

Human speech

One adjustment for advisors is that they'll need to phrase questions in full sentences as though they were speaking to a human, instead of leaning on keywords like with a search engine query, said McMillan. It's just the first in a series of solutions based on generative AI planned by the bank, according to McMillan. The firm is piloting a tool called Debrief that automatically summarizes the content of client meetings and generates follow-up emails.Using OpenAI software required a fundamentally different approach than with previous technology efforts, he said. OpenAI's ChatGPT uses massive language models to create human-sounding responses to questions.

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