• S3E13 Building an Advanced Digital Assistant with Morgan Stanley

  • Apr 4 2024
  • Length: 1 hr and 1 min
  • Podcast
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S3E13 Building an Advanced Digital Assistant with Morgan Stanley

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  • Summary

  • Take a deep dive into the creation of an advanced digital assistant with Jeff McMillan and David Wu of Morgan Stanley. As the Head of AD&I, Morgan Stanley Wealth Management and the Head of Knowledge Management & Generative AI respectively, Jeff and David led the creation of an AI assistant for the global investment firm's advisors. Robb and Josh invite them in for a conversation about the technical work and strategic initiatives that enabled Morgan Stanley to create a knowledge base that's given them a massive leap forward with conversational AI.
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