The AI Summit New York

2023 Agenda


Unlocking the Power of AI Assistants in Wealth Management: a compelling case

Dec 06, 2023
Room 1A22
Finance Stage
  • Why this use case and how it emerged?
  • Deep dive into the AI assistant capabilities
  • AI @ Morgan Stanley Assistant’s adoption
  • How to measure KPIs and ROI?
  • What did we learn along the way?
  • Challenges around Gen AI and how you approach those, e.g. hallucinations, bias, etc.
Andrew Brosnan, Principal Analyst - Omdia
David Wu, Managing Director, Head of Knowledge Management & Generative AI - Morgan Stanley Wealth Management
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