AI Copilot Repository

Morgan Stanley

Morgan Stanley has launched a generative AI assistant for its financial advisors, developed with OpenAI's GPT-4 technology. This tool offers rapid access to the bank's vast research database, enhancing efficiency and client engagement.
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Internal tool
Type of Copilot
Advisor, Assistant

Morgan Stanley use cases

Client Relationship Management

I have a meeting with Mr. Smith tomorrow. Can you provide a summary of his portfolio performance and any notable market events that might affect his investments?
Generate a concise overview of Mr. Smith's portfolio and highlight relevant market events that could influence his investment strategy.

Administrative Questions

For a client who's an expatriate, what are the steps and considerations to set up an investment account compliant with both U.S. and their home country regulations?
Guide the user in establishing an investment account for an expatriate, ensuring compliance with multi-country regulations.

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