Morgan Stanley
AI @ Morgan Stanley Assistant: GPT-4 Over the Firm's Research Library for Wealth Advisors
- Advisor team adoption: over 98% (reported by OpenAI)
- Document access: 20% to 80% (reported by OpenAI)
- Cost and ROI: Not publicly disclosed
The Outcome
OpenAI's case study reports that over 98% of advisor teams use the assistant and that document access rose from 20% to 80% (vendor-published).
Key Metrics
- Advisor team adoption: over 98% (reported by OpenAI)
- Document access: 20% to 80% (reported by OpenAI)
- Cost and ROI: Not publicly disclosed
The Problem
Wealth advisors needed fast answers from a very large body of internal research and documents, and searching it by hand took time.
The Solution
Morgan Stanley built an internal assistant on OpenAI's GPT-4 that answers advisors' questions from the firm's own content, supported by an evaluation framework used to test reliability before wider release.
Key Takeaways: Morgan Stanley AI Results
- Company: Morgan Stanley (Finance)
- Advisor team adoption: over 98% (reported by OpenAI)
- Document access: 20% to 80% (reported by OpenAI)
- Cost and ROI: Not publicly disclosed
- ROI multiple: Not publicly disclosed
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