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

Inclusive Login Starts at the First Step

  • Inclusion, Inclusive Design, UX Design

Uncover an inclusive design approach to the most common point of friction.

Article by Shannon Joycelyn
IDEAS IN BRIEF
Inclusive Login Starts at the First Step
  • The article examines how traditional password-based login systems fail a significant portion of legitimate users, particularly older adults and those in non-Western usage contexts, and argues for recognition-based authentication as a more inclusive alternative, drawing on the curb-cut effect to show that designing for constrained conditions ultimately improves the experience for everyone.
Read Article →
Share
Share:Inclusive Login Starts at the First Step
5 min read

Acquired Savant Syndrome in Design: Skill, Obsession, or Exploitation?

  • Behavioral Design, Cognitive Science, Design Ethics, Empathy, Ethical UX Series, Neuroscience, Psychology and Human Behavior, UX Design, UX Research

Find out how UX culture mistakes burnout for brilliance and what it’s really costing designers, researchers, and the products they build.

Article by Tushar Deshmukh
IDEAS IN BRIEF
Acquired Savant Syndrome in Design: Skill, Obsession, or Exploitation?
  • The piece explores the metaphorical parallels between acquired savant syndrome and modern UX culture, arguing that the industry dangerously romanticizes obsession and burnout-driven brilliance over sustainable skill and calling on designers, researchers, and leaders to redefine excellence through ethical, well-paced, and mentally healthy creative practice.
Read Article →
Share
Share:Acquired Savant Syndrome in Design: Skill, Obsession, or Exploitation?
6 min read

BOOK EXCERPT: The Crisis Worth Using

  • Crisis, Crisis Management, Decision-making, Leadership, Strategy

Discover how the right framework can turn organizational chaos into an opportunity for lasting change.

Article by Marina Nitze
IDEAS IN BRIEF
BOOK EXCERPT: The Crisis Worth Using
  • The excerpt introduces crisis engineering: the practice of directing organizational crises toward lasting, positive change, arguing that crises are mismanaged rather than inherently destructive, and offering a five-indicator framework to help leaders recognize a genuine crisis and seize the rare window it creates for rapid transformation.
Read Article →
Share
Share:BOOK EXCERPT: The Crisis Worth Using
7 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