CASE 01 · WEALTH MANAGEMENT · SHIPPED
Morgan Stanley: the advisor assistant
A GPT-4 assistant that answers advisor questions against the firm's own research library, rolled out to roughly 16,000 advisors from 2023. A second tool, Debrief, sits in client meetings with consent and drafts the notes, action items, and follow-up emails into the CRM.
An evaluation suite that gated every rollout, built with the model vendor before launch. Per the vendor's case study, retrieval coverage of the document corpus went from 20 to 80 percent, and adoption reached 98 percent of advisor teams. Those figures are the company's and the vendor's own. Treat them as their claim.
Nothing on the public record so far. The design choice worth copying: the assistant retrieves and drafts, the advisor sends. The human stayed on every output that touches a client.