OpenAI's GPT-4 Powers Morgan Stanley's AI Assistant to Transform Wealth Advisors' Client Meetings

Morgan Stanley is launching an AI assistant called Debrief for its 15,000 wealth advisors, built using OpenAI's GPT-4 model. Debrief will attend advisors' client meetings via Zoom and take detailed notes, drafting summaries and follow-up emails to save advisors time. By automating note-taking, Morgan Stanley estimates Debrief could save each advisor 30 minutes per meeting. Morgan Stanley aims to integrate AI technology to assist advisors in efficiently performing tasks like sending proposals, balancing portfolios, and creating reports through simple prompts. This AI implementation will automate core tasks such as parsing contracts and opening accounts across all divisions.