Morgan Stanley Advisors Combine AI with a Personal Touch

 - Aug 9, 2017
References: morganstanley & americanbanker
Though many financial services are leaning towards complete automation and away from person-to-person interaction, Morgan Stanley advisors aim to combine the benefits of both systems. The investment firm offers a massive stable of financial advisors who are happy to meet and talk with their clients face-to-face, but they still make use of the most pertinent modern technological techniques and analysis to help people with their wealth management and financial goals.

Much of Morgan Stanley advisors' automated systems happen on the back end. For example, the advisors receive notifications from a proprietary machine-learning system, alerting them to changes in stock prices and which clients will be most affected. Further, the AI system will be able to pre-draft emails that financial advisors can send to their clients. Ultimately, the company is committed to maintaining a human experience while using technology to expedite it.