Morgan Stanley is set to enhance its financial services with ‘Debrief,’ an innovative AI assistant designed to support its financial advisors. Built on OpenAI’s GPT-4, Debrief is poised to revolutionize client interactions by meticulously recording meeting details, drafting communication, and summarizing discussions. Slated for a January release to Morgan Stanley’s 15,000 advisors, Debrief marks a significant shift in how high net worth clients are served, with an opt-in policy for client engagement. This move builds on the bank’s previous forays into AI, such as a chat service for internal research navigation. However, Debrief’s direct client interaction raises questions about the long-term implications for employment within Morgan Stanley and the industry at large. As the program gets underway, all eyes will be on the potential reshaping of the workforce and the adoption curve among clients and advisors.
