ObservedOperational deployment

Morgan Stanley

Wealth Management·USA

AI Literacy

Public evidence — the organisation's published material, summarised

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 interpretation — expert reading, not the organisation's standard

CFTE Level 1 reading: baseline AI-assistant use as standard advisor workflow, with over 98% of roughly 16,000 advisor teams using the firm's OpenAI-built assistant. This is CFTE's reading of deployed practice, not a bar the bank has published.

AIPF Level — the CFTE proficiency level attached to this record

AI LiteracyCompany's own name for this level: AI-literate advisor

Near-universal assistant adoption evidences baseline tool use in daily workflow; no capability requirement is stated.

What this AIPF level means →

Provenance

Source typeOpenAI case study

Published2024-2025

CorroborationMedium

✓VerifiedView source

Evidence and CFTE interpretation are presented separately.

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