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

Rethink Space: Designing a Human-Centered Workspace that Supports Flexibility, Collaboration, Privacy, Innovation, Creativity, and Transparency

  • Collaboration, Creativity, Design Thinking, Innovation, Space Planning, User Research, Workplace Transformation

How can thoughtful workspace design transform collaboration and creativity? Discover how a human-centered approach reimagined 21,940 square feet into a flexible, inspiring environment that employees love.

Article by Aalap Doshi
IDEAS IN BRIEF
Rethink Space: Designing a Human-Centered Workspace that Supports Flexibility, Collaboration, Privacy, Innovation, Creativity, and Transparency
  • The article explores how human-centered workspace design can improve collaboration, flexibility, and creativity by addressing employee needs.
  • It highlights solutions like open zones, quiet spaces, and pod-like configurations, showing how these changes boosted teamwork and morale.
  • The piece emphasizes the value of co-creation, adaptability, and clear communication in rethinking office spaces.
Read Article →
Share
Share:Rethink Space: Designing a Human-Centered Workspace that Supports Flexibility, Collaboration, Privacy, Innovation, Creativity, and Transparency
7 min read

Why Designers Hate PowerPoint (and How to Fix It)

  • Design Process, Design Templates, Design Tools and Software, Design Workflow, PowerPoint, Presentation Design, Visual Design

Why do designers grumble at the mere mention of PowerPoint? Discover smart strategies that turn frustration into creative solutions.

Article by Jim Gulsen
IDEAS IN BRIEF
Why Designers Hate PowerPoint (and How to Fix It)
  • The article examines why PowerPoint often frustrates designers, from its limited design capabilities to inefficient workflows, and explores opportunities to bridge those gaps.
  • It highlights strategies like building systematic design elements, creating templates, and augmenting slides with other design tools.
  • The piece underscores the importance of collaboration, simplicity, and proactive planning to elevate design and streamline workflows.
  • It highlights practical methods to help designers balance quality and speed for presentations that are both functional and visually engaging.
Read Article →
Share
Share:Why Designers Hate PowerPoint (and How to Fix It)
4 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.

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