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
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
No items found.
Sources
https://onlinelibrary.wiley.com/doi/10.1111/exsy.70018https://digitaldefynd.com/IQ/ai-in-finance-case-studies/
More Case Studies
See All
How Zendesk Uses AI to Automate Sentiment Scoring and Trend Detection from Customer Feedback
Technology & SaaS
How James Hardie Leverages Sprout Social’s AI Tools to Enhance Social Media Strategy and Consumer Engagement
Manufacturing
How Salesforce Uses Process Street to Standardize and Automate Global Client Onboarding
Technology & SaaS
How CLA Streamlined Processing of 15,000 Monthly Invoices Using AI Automation
Manufacturing
How TTMS Uses AI-Powered E-Learning to Accelerate Helpdesk Training and Onboarding
Technology & SaaS
How SEB Wealth Management Uses Google Cloud AI to Enhance Client Interactions and Efficiency
Finance & Banking