The brief
The challenge.
Advisors need to find relevant internal knowledge and turn client conversations into useful follow-up work.
The work
The approach.
Morgan Stanley developed an internal AI assistant and used expert feedback and evaluations to test its responses. Its Debrief tool uses meeting recordings, with client consent, to prepare notes and draft follow-ups for advisors to review and edit.
Reported outcome
Human review
advisors review and edit AI-generated meeting outputs
The published story describes AI support for knowledge retrieval and meeting administration, with advisors reviewing and editing generated meeting outputs.
Source article (opens in a new tab)Digitbite perspective
What this means for your project.
A knowledge assistant needs more than a search box. Define approved sources, access permissions, an evaluation set and the decisions that must stay with people.