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Layer 1 · Evidence

Wealth / Investment banking

Advisors, investment-banking coverage and wealth management.

The evidence

Observed
Morgan Stanley
Wealth Management

Morgan Stanley's AI @ Morgan Stanley Assistant (built with OpenAI) is used by 98%+ of ~16,000 advisor teams. Baseline AI-tool use is standard advisor workflow.

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Signalled
Goldman Sachs
Investment Banking

Goldman's firmwide GS AI Assistant launched to all employees in June 2025. Baseline GenAI assistant is standard across the firm.

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Signalled
JPMorgan
Banking / Finance

JPMorgan's objective is to train every employee on how AI applies to their specific role, approached segment by segment (Derek Waldron). AI Made Easy has involved tens of thousands.

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