“We are thrilled to add yet another groundbreaking tool to our FA toolkit—further enhancing our industry-leading Advisor platform. AI @ Morgan Stanley Debrief drives immense efficiency in an Advisors’ day-to-day.”

"AI @ Morgan Stanley Debrief has revolutionized the way I work. It's saving me about half an hour per meeting just by handling all the notetaking. This has really freed up my time to concentrate on making decisions during client meetings. It's been a total game-changer."

“AI @ Morgan Stanley Debrief has become a crucial part of how I engage with my clients. After the meeting I can quickly review, edit and send an executive summary email while the meeting is still fresh in our minds."

“As we reach critical mass in our AI @ Morgan Stanley endeavors, we envision a world where AI serves as an efficiency enhancing interaction layer that sits between our colleagues and the many applications they interact with such as execution and order entry, CRMs, reporting tools and risk analysis, just to name a few.”

"Because of AI @ Morgan Stanley Debrief, I can have deeper, more personal conversations with my clients. I don't have to rely on my team to jot down notes and action items anymore. It summarizes discussion topics and outlines the next steps, which makes our meetings so much more productive. Clients are also really excited to take part in Morgan Stanley’s journey in adopting Artificial Intelligence."