Morgan Stanley CEO Ted Pick says AI can save financial advisers 10-15 hours per week by transcribing and entering notes from client meetings.
Morgan Stanley CEO Ted Pick stated that AI could save the bank's financial advisers 10 to 15 hours per week. Pick revealed this during a conference, highlighting that the AI tool that transcribes and enters notes from client meetings into a database boosts advisers' productivity. This technology not only saves time but also enables advisers to fine-tune topics to discuss with individual clients and tailor investment products to their needs.
June 10, 2024
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