Successful Adoption of AI

Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant. Chief Analytics and Data Officer Jeff McMillan describes it as the most advanced personal assistant in the financial sector and he joins Robb and Josh to talk about the design process, which involved working closely with Sam Altman and the team at OpenAI. Jeff’s experiences creating a sophisticated automated solution in a heavily regulated industry offer strategy and inspiration to other orgs hoping to make similar transformations. (NOTE: this episode was recorded before Sam Altman’s departure from OpenAI.)