Morgan Stanley
The advisor isn't replaced. The administrative work is.
30 min
saved per meeting
Advisors
focus on clients and decisions
Morgan Stanley uses AI to handle meeting notes, summaries, action items and first-draft follow-up emails for financial advisors.
One advisor reported saving approximately 30 minutes per meeting.
The goal isn't replacing the advisor. It's removing administrative work so the advisor has more time for decisions, relationships and clients.