Morgan Stanley Introduces AI Assistant to Streamline Financial Advisory

The new OpenAI-powered tool, Debrief, aims to enhance efficiency by automating note-taking and follow-up tasks for wealth advisors.

Debrief is built on OpenAI's GPT-4 and will assist in client meetings by generating notes and action items.
The tool will be rolled out to nearly 16,000 Morgan Stanley advisors in the coming weeks.
Financial advisors can expect to save significant time, allowing for more client engagement.
Morgan Stanley's AI initiative follows a broader trend of AI adoption across major Wall Street banks.
Future versions of Debrief will extend functionality to in-person meetings with client consent.