Morgan Stanley wealth advisors are about to get an OpenAI-powered assistant to do their grunt work
How does Debrief improve meeting efficiency for advisors?
Debrief improves meeting efficiency for advisors by automating note-taking, creating draft emails, and summarizing discussions during client meetings. This AI-powered assistant reduces the time spent on manual note-taking and allows advisors to be more present in meetings. By handling labor-intensive tasks, Debrief enables advisors to focus on client engagement and other high-priority responsibilities, ultimately boosting productivity.
What technology powers the Debrief program?
The Debrief program is powered by OpenAI's GPT-4 technology. It is an AI-based assistant designed to take detailed notes during client meetings, create draft emails, and generate summaries of discussions. This technology is expected to save thousands of hours of labor for Morgan Stanley's financial advisors, increasing productivity and efficiency.
How many Zoom calls does Morgan Stanley's wealth division host annually?
Morgan Stanley's wealth management division hosts approximately 1 million Zoom calls annually, according to the bank.