Flag

We stand with Ukraine and our team members from Ukraine. Here are ways you can help

Become a member

Get exclusive access to thought-provoking articles, bonus podcast content, and cutting-edge whitepapers. Become a member of the UX Magazine community today!

Home ›› Knowledge Management Challenges and Building Advanced Digital Assistants at Morgan Stanley

Knowledge Management Challenges and Building Advanced Digital Assistants at Morgan Stanley

by Josh Tyson
1 min read
Share this post on
Tweet
Share
Post
Share
Email
Print

Save

Jeff McMillan and David Wu of Morgan Stanley join Robb and Josh for a deep dive into the technical work and strategic initiatives that allowed the global investment bank to create a knowledge base that’s allowing them to take a massive leap forward with conversational AI. As the Head of AI and the Head of Knowledge Management & Generative AI respectively, Jeff and David led the creation of an intelligent digital assistant that is making their advisors smarter and saving them time.

Partnering with OpenAI in the months before ChatGPT was released, Morgan Stanley was able to rebuild their existing content using generative AI and relational databases. This is a deep dive into the technical work and strategic planning required to leverage conversational AI in ways that become a force multiplier within an organization. Don’t miss this high-value episode of Invisible Machines.

Check out the episode here.

post authorJosh Tyson

Josh Tyson
Josh Tyson is the co-author of the first bestselling book about conversational AI, Age of Invisible Machines. He is also the Director of Creative Content at OneReach.ai and co-host of both the Invisible Machines and N9K podcasts. His writing has appeared in numerous publications over the years, including Chicago Reader, Fast Company, FLAUNT, The New York Times, Observer, SLAP, Stop Smiling, Thrasher, and Westword. 

Tweet
Share
Post
Share
Email
Print

Related Articles

Gamification 2.0. Beyond Points and Badges: Designing for Players, Not Metrics. Chapter 4: Special Considerations

  • Behavioral Design, Education Technology, Game Design, Gamification Series, Player Engagement, Product Design, UX Design

Learn why your badges and streaks won’t wow kids raised on Minecraft.

Article by Montgomery Singman
IDEAS IN BRIEF
Gamification 2.0. Beyond Points and Badges: Designing for Players, Not Metrics. Chapter 4: Special Considerations
  • The piece explains that young users, trained by thousands of hours of expert game design, can smell fake gamification at a hundred paces.
Read Article →
Share
Share:Gamification 2.0. Beyond Points and Badges: Designing for Players, Not Metrics. Chapter 4: Special Considerations
4 min read

A Problem Framing Kernel

  • Critical Thinking, Design Leadership, Design Strategy, Design Thinking, Innovation

Reveal the three-part kernel that separates real problem framing from simple description.

Article by Morteza Pourmohamadi
IDEAS IN BRIEF
A Problem Framing Kernel
  • The piece argues that if you don’t have these three core elements: broadly collecting raw material, connecting elements to surface real tensions, and committing to a point of view, you don’t have a problem frame yet; you have a description.
Read Article →
Share
Share:A Problem Framing Kernel
4 min read

Gamification 2.0. Beyond Points and Badges: Designing for Players, Not Metrics. Chapter 5: Implementation

  • Behavioral Design, Game Design, Gamification Series, Player Engagement, Product Design, User Psychology, UX Design

Learn why authentic gamification is rooted in game genres rather than just collecting badges.

Article by Montgomery Singman
IDEAS IN BRIEF
Gamification 2.0. Beyond Points and Badges: Designing for Players, Not Metrics. Chapter 5: Implementation
  • The article says that successful gamification is picking a game genre that fits your app’s core activities and user psychology, building satisfying intrinsic loops before adding extrinsic rewards, and iterating nonstop, and that without these foundations, you don’t have gamification; you have a progress bar that has a terminal point.
Read Article →
Share
Share:Gamification 2.0. Beyond Points and Badges: Designing for Players, Not Metrics. Chapter 5: Implementation
5 min read
✕

Join the UX Magazine community!

Stay informed with exclusive content on the intersection of UX, AI agents, and agentic automation—essential reading for future-focused professionals.

Hello!

You're officially a member of the UX Magazine Community.
We're excited to have you with us!

Thank you!

To begin viewing member content, please verify your email.

✕

Get Paid to Test AI Products

Earn an average of $100 per test by reviewing AI-first product experiences and sharing your feedback.

    Tell us about you. Enroll in the course.

      ✕

      This website uses cookies to ensure you get the best experience on our website. Check our privacy policy and

      Accept policy