How Morgan Stanley Enhanced Customer Support and Financial Insights with OpenAI GPT

By: GoBeyond Team
July 27, 2025
3 min read
AI case study for Morgan Stanley – OpenAI GPT improves support and insights

Quick Overview

Morgan Stanley uses OpenAI-powered chatbots to assist customers and financial experts by answering queries and generating automated insights from structured financial data, improving responsiveness and decision-making.

Morgan Stanley
Morgan Stanley
Company Size
~70,000 employees
Revenue Range
$60B+ annual revenue
Primary Challenge
Need to improve customer service responsiveness and data accessibility
Key Metrics

- Improved customer support responsiveness
- Enhanced data accessibility and insight generation

The Problem

Traditional customer support struggled to handle complex queries efficiently; data insights were not easily accessible.

The Solution

Integrated OpenAI GPT chatbots to provide conversational support and automated financial insights.

Results

- Faster, more accurate customer support
- Better access to financial data insights
- Enhanced decision-making for clients and advisors

“OpenAI chatbots have revolutionized how we serve our customers and deliver insights.”

Details

Industry
Finance & Banking
Departments
Finance & Accounting
Use Cases
Support Analytics
Live Chat Support
Tags
NLP
AI Tools Used
ChatGPT
Sources
https://onlinelibrary.wiley.com/doi/10.1111/exsy.70018https://digitaldefynd.com/IQ/ai-in-finance-case-studies/

More Case Studies

See All
How Tettra’s AI Knowledge Base Enables Instant Answers and Efficient Knowledge Management
Technology & SaaS
How Synthego Used AI to Produce an Animated Explainer Video in Five Days for World CRISPR Day
Healthcare & Medical
How Fuelfinance Automates Real-Time Forecasting and Financial Reporting for Startups and SMBs
Technology & SaaS
How Betterment Uses AI to Improve Investor Decision-Making and Reduce Bias
Finance & Banking
How FreeWill Scaled Partner Success and Improved Retention with ChurnZero AI
Technology & SaaS
How Amazon Uses AI to Power Personalized Email Campaigns That Boost Conversion and Retention
Retail & E-commerce

🤖 Chat with AI

Type...