# AI-Assisted Financial Advisors Morgan Stanley Advisors Combine AI with a Personal Touch By Joey Haar | Published 2017-08-09 | Lifestyle Source: Trend Hunter, https://www.trendhunter.com/trends/morgan-stanley-advisors References: [americanbanker](https://www.americanbanker.com/news/ai-is-augmenting-morgan-stanleys-advisers-not-replacing-them) & [morganstanley](https://www.morganstanley.com/what-we-do/wealth-management/financial-advisor.html) Though many financial services are leaning towards complete automation and away from person-to-person interaction, [Morgan Stanley](https://www.trendhunter.com/trends/monster-energy-and-morgan-wallen) 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](https://www.trendhunter.com/trends/finbar) happen on the back end. For example, the advisors receive notifications from a [proprietary machine-learning system](https://www.trendhunter.com/trends/lambda), 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. ## Trend Insights (Trend Hunter) - Score: 0.8/10 - Popularity: 2% | Activity: 13% | Freshness: 8% - Audience gender: 50% men, 50% women - Primary generations: Millennial, Gen X - Top markets: North America ## Categories [Trend Hunter](https://www.trendhunter.com/trends) > [Lifestyle](https://www.trendhunter.com/lifestyle) > [Credit Crunch](https://www.trendhunter.com/creditcrunch) ## Key Themes ### What's Driving This Trend - **Hybrid Financial Advisors:** The use of AI and human interaction to create a personalized experience in financial advising that expedites the process. - **Proprietary Machine Learning Systems:** Implementing AI systems that notify advisors of changes in the market and allow for pre-drafted client emails to be sent. - **Client-focused Wealth Management:** Using AI to help advisors better serve their clients and achieve their financial goals. ### Who This Affects Most - **Finance:** The financial industry can benefit from implementing AI-based systems to create a more personalized experience for clients. - **Technology:** The technology industry can provide advanced AI and machine learning systems that improve the financial advising process. - **Customer Service:** The customer service industry can learn from Morgan Stanley's commitment to maintaining a human experience while using technology to expedite it. ## Related on Trend Hunter - [AI-Powered Financial Advisors](https://www.trendhunter.com/trends/portfoliopilot.md) - [Always-On Financial AI Systems](https://www.trendhunter.com/trends/ai-cio-platform.md) - [AI Investment Assistants](https://www.trendhunter.com/trends/finpal.md) - [AI-Powered Finance Tools](https://www.trendhunter.com/trends/myfi.md) - [AI Crypto Assistants](https://www.trendhunter.com/trends/iconomi.md) - [AI Investment Assistants](https://www.trendhunter.com/trends/coachbot.md) - [Personalized Financial Assistants](https://www.trendhunter.com/trends/monarch-ai-asssitant.md) - [AI-Powered Wealth Management Platforms](https://www.trendhunter.com/trends/aipowered-wealth-management-platforms.md) - [Financial Data Assistants](https://www.trendhunter.com/trends/kapital-assistant.md)