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 Coca-Cola Uses AI to Drive Hyper-Personalized Marketing and Content Creation
Marketing & Advertising
How Gravite Uses AI to Revolutionize Qualitative Customer Feedback Analysis and Drive Product and Service Improvements
Retail & E-commerce
How Synthesia Enables Organizations to Create AI-Generated Video Content Faster and More Cost-Effectively
Marketing & Advertising
How OnCorps AI Automates Financial Report Preparation and Validation for Global Asset Managers
Finance & Banking
How CareHalo Uses AI for Scalable Remote Patient Monitoring and Chronic Disease Management
Healthcare & Medical
How CrowdStrike Falcon Uses AI and Behavioral Analytics for Proactive Cyber Threat Prevention
Technology & SaaS

🤖 Chat with AI

Type...