Morgan Stanley Wealth Management, the world’s largest wealth management company, is one of the first companies to apply and introduce the GPT-4 model internally to assist its more than 16,000 financial management consultants with knowledge management challenges. Jeff McMillan, head of Morgan Stanley’s financial management data analysis innovation department, pointed out that this technology (Editor’s note: GPT-4) has effectively liberated our wealth management knowledge accumulated over the years, and it can even be said that this makes every financial management question, It has a 24-hour chief investment expert-level AI assistant. Morgan Stanley Financial Management has used the AI engine to create an NBA (Next Best Action) system as early as 2018. This is a platform that allows financial management consultants to communicate with the customers they serve, and can also quickly provide customized Provide financial analysis suggestions or financial information to financial management, and respond to customers’ questions more quickly. During the epidemic, this system has become the most important tool for customers under the financial advisory service.
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