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Morgan Stanley

Global bank · USA · 1 verified records from 1 source documents · as of 18 July 2026

Adoption depth is what Morgan Stanley's evidence records. The firm's AI Assistant, built with OpenAI, is used by more than 98% of roughly 16,000 advisor teams, making baseline AI-tool use a standard part of wealth management workflow, with leadership describing it as making users as smart as the smartest person in the organisation.

Wealth / Investment banking
ObservedOperational deployment
1

Wealth Management

VerifiedMS-WM-L1

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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Levels on operational evidence are CFTE’s interpretation, not the organisation’s standard. Named organisations may request corrections actioned within 2 working days. Email at aipf@cfte.education

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