Celent recognizes Morgan Stanley Wealth Management as the winner of the 2025 Model Wealth Manager Award for Emerging Technologies.
Morgan Stanley Wealth Management, employing over 15,000 financial advisors and serving over 16 million clients, embarked on a strategic initiative starting in 2023 to use GenAI technology to enhance interactions between financial advisors and clients. Morgan Stanley developed a GenAI tool for advisors, called AI @ Morgan Stanley (AI@MS) Debrief, that automates the following:
- Generates client meeting notes from video calls
- Drafts email summaries that can be sent to clients
- Documents call information within the advisor’s CRM system
The functionality of Morgan Stanley’s AI@MS Debrief tool and its resulting benefits make the solution a best-in-class example of embracing GenAI in financial services.
A highlight reel and a downloadable one-page takeaway of Morgan Stanley's award-winning initiative are available to everyone.
A full-length case study report diving into the initiative is only available to Celent's subscribers. Please log in to access this report.
