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/
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