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.
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.
CFTE’s capability diagnostics baseline your workforce against the same framework used on this page.