Investment Bank · North America · Tier 1

Morgan Stanley

A global financial services firm providing investment banking, securities, wealth management, and investment management services.

Institution websitemorganstanley.com · opens in a new tab

Catalog records: 6
Themes: 5
Cited briefs: 1

Company source timeline

Morgan Stanley

4 initiatives · 4 sourced dates · 0 dates not established. Publication dates are not deployment start dates.

Oct 1, 2021Source published · Oct 1, 2021Next Best Action advisor content and outreach recommendations Read date source
Jun 26, 2024Source published · Jun 26, 2024AI @ Morgan Stanley Assistant for advisor knowledge retrieval Read date source
Jun 26, 2024Source published · Jun 26, 2024Debrief turns meetings into follow-through Read date source
Oct 23, 2024Source published · Oct 23, 2024AskResearchGPT for institutional research and client preparation Read date source

The documented ecosystem

Documented relationships for Morgan Stanley

Curated, incomplete supplier coverage, reviewed Nov 10, 2026. Relationships reflect the cited disclosure date; current contract status and exclusivity are not established.

Linked to workflows in this view 4

OpenAIModel provider

Documented use · source-reportedNamed workflow

Morgan Stanley identifies OpenAI as the provider behind Debrief, which drafts client-meeting notes, action items and follow-up messages for advisor review.

Morgan Stanley · Source published Jun 26, 2024

Source & relationship limits

The date is the Debrief launch announcement. Human review and client consent remain part of the workflow; this does not establish suppliers for other Morgan Stanley systems.

Morgan Stanley · Published Jun 26, 2024 · Source reviewed

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

OpenAIModel provider

Documented use · source-reportedNamed workflow

The Morgan Stanley release identifies its OpenAI relationship and reports the earlier Assistant’s rollout for financial-advisor knowledge retrieval.

Morgan Stanley · Source published Jun 26, 2024

Source & relationship limits

The source reports Assistant rollout in September 2023 but provides no exact launch day. The displayed source date belongs to the later Debrief release.

Morgan Stanley · Published Jun 26, 2024 · Source reviewed

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

OpenAIModel provider

Documented use · source-reportedNamed workflow

AskResearchGPT uses OpenAI GPT-4 to synthesize Morgan Stanley research for investment banking, sales, trading and research staff.

Morgan Stanley · Source published Oct 23, 2024

Source & relationship limits

GPT-4 is the model named in the 2024 launch disclosure; subsequent model versions and exclusivity are not established.

Morgan Stanley · Published Oct 23, 2024 · Source reviewed

Morgan Stanley Research Announces AskResearchGPT Powered by OpenAI

SalesforceApplication / integration

Documented use · source-reportedNamed workflow