About Morgan Stanley
Who are Morgan Stanley’s typical clients?
Wealthy individuals, big companies, and governments
What major AI company did Morgan Stanley partner with?
OpenAI
What CRM platform does Morgan Stanley customize and use?
Salesforce
What makes Morgan Stanley different from traditional financial firms?
They are reinventing finance with cutting-edge technology
About what percentage of Morgan Stanley advisors use the AI assistant?
98%
What BI tool does Morgan Stanley use for visual dashboards?
Tableau
What is one problem new Morgan Stanley clients often face?
Slow and frustrating onboarding process
What does the AI @ Morgan Stanley Debrief tool do after client meetings?
Records and summarizes meetings, auto-generates follow-ups, syncs notes to Salesforce
Which cloud platform powers Morgan Stanley’s scalable analytics?
Azure
What digital platform helps Morgan Stanley clients invest in alternatives easily?
SUBSCRIBE
How does Morgan Stanley plan to expand its use of AI for clients externally?
A personalized AI dashboard that summarizes market trends and portfolio impacts
What data warehouse does Morgan Stanley use to unify client and market data?
Snowflake