High-net-worth clients seeking investment advice at Morgan Stanley (NYSE: MS) may soon find themselves conversing with a chatbot during their meetings.
The bank will showcase an artificial intelligence bot developed in partnership with OpenAI, the creators of ChatGPT. This initiative comes after successful testing with 1,000 financial advisers.
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Upon obtaining clients' consent, the AI bot will perform various tasks, including creating meeting summaries, drafting follow-up emails, updating the bank's sales database, scheduling future appointments, and providing insights on managing finances ...