Building an Advanced Digital Assistant
David Wu
Morgan Stanley’s Head of Knowledge Management & Generative AI
Jeff McMillan
Head of AI, Morgan Stanley
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Season 3 Episode 13
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Take a deep dive into the creation of an advanced digital assistant with Jeff McMillan and David Wu of Morgan Stanley. As the Head of AD&I, Morgan Stanley Wealth Management and the Head of Knowledge Management & Generative AI respectively, Jeff and David led the creation of an AI assistant for the global investment firm’s advisors. Robb and Josh invite them in for a conversation about the technical work and strategic initiatives that enabled Morgan Stanley to create a knowledge base that’s given them a massive leap forward with conversational AI.
About the guests
David Wu
David Wu is a seasoned financial executive currently serving as the Head of Knowledge Management & Generative AI at Morgan Stanley overseeing initiatives aimed at enhancing information accessibility and quality for Wealth Management employees.
Jeff McMillan
Jeff McMillan is the Head of Analytics, Data, & Innovation for Morgan Stanley Wealth Management where he spearheads the strategic use of analytics, machine learning, and artificial intelligence to drive growth and efficiency.
