General Sessions and Keynotes

1 CE

Generative AI to Empower Our Humans

8:00 am - 9:00 am, Monday, Apr 08, 2024

In this session, we delve into the transformative potential of generative artificial intelligence (AI) in the realm of wealth management. As artificial intelligence continues to evolve, generative AI stands at the forefront, offering unprecedented opportunities for wealth management firms to empower their advisors toward better decision-making, deeper client engagement, and overall efficiencies that drive scale in their client book. We'll review the AI journey for Morgan Stanley Wealth Management, from initial explorations to production deployments and the lessons learned along the way.


Learning Objectives:

  • Understand how the AI @ Morgan Stanley Assistant use case emerged

  • Understand the opportunities AI brings to the wealth management industry

  • Key learnings from implementing an AI-powered virtual assistant

David Wu

Head of AI & Knowledge Management, Morgan Stanley Wealth Management

Noel Pacarro-Brown

Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley