{"id":18391,"date":"2023-11-28T15:12:31","date_gmt":"2023-11-28T15:12:31","guid":{"rendered":"https:\/\/uxmag.com\/?post_type=podcast&#038;p=18391"},"modified":"2024-07-31T13:30:31","modified_gmt":"2024-07-31T13:30:31","slug":"successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley","status":"publish","type":"podcast","link":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley","title":{"rendered":"Successful Adoption of AI with Jeff McMillan, Head of AD&#038;I, Morgan Stanley Wealth Management"},"content":{"rendered":"<p> Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant. Chief Analytics and Data Officer Jeff McMillan describes it as the most advanced personal assistant in the financial sector and he joins Robb and Josh to talk about the design process, which involved working closely with Sam Altman and the team at OpenAI. Jeff&#8217;s experiences creating a sophisticated automated solution in a heavily regulated industry offer strategy and inspiration to other orgs hoping to make similar transformations. (NOTE: this episode was recorded before Sam Altman&#8217;s departure from OpenAI.)<\/p>\n","protected":false},"excerpt":{"rendered":"<p> Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant. Chief Analytics and Data Officer Jeff McMillan describes it as the most advanced personal assistant in the financial sector and he joins Robb and Josh to talk about the design process, which involved working closely with Sam Altman and the team at OpenAI. Jeff&#8217;s experiences creating a sophisticated automated solution in a heavily regulated industry offer strategy and inspiration to other orgs hoping to make similar transformations. (NOTE: this episode was recorded before Sam Altman&#8217;s departure from OpenAI.)<\/p>\n","protected":false},"author":2575,"featured_media":18392,"menu_order":0,"template":"","format":"standard","tags":[],"guest":[2959],"podcast-topic":[3154,3159,3161,3153,3155,3156],"class_list":{"0":"post-18391","1":"podcast","2":"type-podcast","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"guest-jeff-mcmillan","8":"podcast-topic-ai-agents-and-intelligent-digital-workers","9":"podcast-topic-employee-experience","10":"podcast-topic-hiring-and-careers","11":"podcast-topic-hyperautomation-and-organizational-agi","12":"podcast-topic-knowledge-management","13":"podcast-topic-practical-discussions","14":"entry"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.2.1 (Yoast SEO v25.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Successful Adoption of AI with Jeff McMillan, Head of AD&amp;I, Morgan Stanley Wealth Management - UX Magazine<\/title>\n<meta name=\"description\" content=\"Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant. Chief Analytics and Data Officer Jeff McMillan describes it as the most advanced personal assistant in the financial sector and talks about the design process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Successful Adoption of AI with Jeff McMillan, Head of AD&amp;I, Morgan Stanley Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant. Chief Analytics and Data Officer Jeff McMillan describes it as the most advanced personal assistant in the financial sector and talks about the design process.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley\" \/>\n<meta property=\"og:site_name\" content=\"UX Magazine\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/uxmag\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-31T13:30:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/uxmag.com\/wp-content\/uploads\/2023\/11\/Jeff.png\" \/>\n\t<meta property=\"og:image:width\" content=\"360\" \/>\n\t<meta property=\"og:image:height\" content=\"346\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@uxmag\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley\",\"url\":\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley\",\"name\":\"Successful Adoption of AI with Jeff McMillan, Head of AD&I, Morgan Stanley Wealth Management - UX Magazine\",\"isPartOf\":{\"@id\":\"https:\/\/uxmag.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#primaryimage\"},\"image\":{\"@id\":\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#primaryimage\"},\"thumbnailUrl\":\"https:\/\/uxmag.com\/wp-content\/uploads\/2023\/11\/Jeff.png\",\"datePublished\":\"2023-11-28T15:12:31+00:00\",\"dateModified\":\"2024-07-31T13:30:31+00:00\",\"description\":\"Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant. Chief Analytics and Data Officer Jeff McMillan describes it as the most advanced personal assistant in the financial sector and talks about the design process.\",\"breadcrumb\":{\"@id\":\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#primaryimage\",\"url\":\"https:\/\/uxmag.com\/wp-content\/uploads\/2023\/11\/Jeff.png\",\"contentUrl\":\"https:\/\/uxmag.com\/wp-content\/uploads\/2023\/11\/Jeff.png\",\"width\":360,\"height\":346},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/uxmag.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Podcast\",\"item\":\"https:\/\/uxmag.com\/articles\/podcast\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Successful Adoption of AI with Jeff McMillan, Head of AD&#038;I, Morgan Stanley Wealth Management\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/uxmag.com\/#website\",\"url\":\"https:\/\/uxmag.com\/\",\"name\":\"UX Magazine\",\"description\":\"UX Magazine is a central, one-stop resource for everything related to user experience. We provide a steady stream of current, informative, and credible information about UX and related fields to enhance the professional and creative lives of UX practitioners and those exploring the field. Our content is driven and created by an impressive roster of experienced professionals\",\"publisher\":{\"@id\":\"https:\/\/uxmag.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/uxmag.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/uxmag.com\/#organization\",\"name\":\"UX Magazine\",\"alternateName\":\"uxmag\",\"url\":\"https:\/\/uxmag.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/uxmag.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/uxmag.com\/wp-content\/uploads\/2021\/01\/UX-Magazine-logo-2.png\",\"contentUrl\":\"https:\/\/uxmag.com\/wp-content\/uploads\/2021\/01\/UX-Magazine-logo-2.png\",\"width\":2440,\"height\":428,\"caption\":\"UX Magazine\"},\"image\":{\"@id\":\"https:\/\/uxmag.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/uxmag\",\"https:\/\/x.com\/uxmag\",\"https:\/\/www.linkedin.com\/company\/ux-magazine\/\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Successful Adoption of AI with Jeff McMillan, Head of AD&I, Morgan Stanley Wealth Management - UX Magazine","description":"Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant. Chief Analytics and Data Officer Jeff McMillan describes it as the most advanced personal assistant in the financial sector and talks about the design process.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley","og_locale":"en_US","og_type":"article","og_title":"Successful Adoption of AI with Jeff McMillan, Head of AD&I, Morgan Stanley Wealth Management","og_description":"Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant. Chief Analytics and Data Officer Jeff McMillan describes it as the most advanced personal assistant in the financial sector and talks about the design process.","og_url":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley","og_site_name":"UX Magazine","article_publisher":"https:\/\/www.facebook.com\/uxmag","article_modified_time":"2024-07-31T13:30:31+00:00","og_image":[{"width":360,"height":346,"url":"https:\/\/uxmag.com\/wp-content\/uploads\/2023\/11\/Jeff.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@uxmag","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley","url":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley","name":"Successful Adoption of AI with Jeff McMillan, Head of AD&I, Morgan Stanley Wealth Management - UX Magazine","isPartOf":{"@id":"https:\/\/uxmag.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#primaryimage"},"image":{"@id":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#primaryimage"},"thumbnailUrl":"https:\/\/uxmag.com\/wp-content\/uploads\/2023\/11\/Jeff.png","datePublished":"2023-11-28T15:12:31+00:00","dateModified":"2024-07-31T13:30:31+00:00","description":"Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant. Chief Analytics and Data Officer Jeff McMillan describes it as the most advanced personal assistant in the financial sector and talks about the design process.","breadcrumb":{"@id":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#primaryimage","url":"https:\/\/uxmag.com\/wp-content\/uploads\/2023\/11\/Jeff.png","contentUrl":"https:\/\/uxmag.com\/wp-content\/uploads\/2023\/11\/Jeff.png","width":360,"height":346},{"@type":"BreadcrumbList","@id":"https:\/\/uxmag.com\/podcast\/successful-adoption-of-ai-with-jeff-mcmillan-chief-analytics-and-data-officer-at-morgan-stanley#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/uxmag.com\/"},{"@type":"ListItem","position":2,"name":"Podcast","item":"https:\/\/uxmag.com\/articles\/podcast"},{"@type":"ListItem","position":3,"name":"Successful Adoption of AI with Jeff McMillan, Head of AD&#038;I, Morgan Stanley Wealth Management"}]},{"@type":"WebSite","@id":"https:\/\/uxmag.com\/#website","url":"https:\/\/uxmag.com\/","name":"UX Magazine","description":"UX Magazine is a central, one-stop resource for everything related to user experience. We provide a steady stream of current, informative, and credible information about UX and related fields to enhance the professional and creative lives of UX practitioners and those exploring the field. Our content is driven and created by an impressive roster of experienced professionals","publisher":{"@id":"https:\/\/uxmag.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/uxmag.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/uxmag.com\/#organization","name":"UX Magazine","alternateName":"uxmag","url":"https:\/\/uxmag.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/uxmag.com\/#\/schema\/logo\/image\/","url":"https:\/\/uxmag.com\/wp-content\/uploads\/2021\/01\/UX-Magazine-logo-2.png","contentUrl":"https:\/\/uxmag.com\/wp-content\/uploads\/2021\/01\/UX-Magazine-logo-2.png","width":2440,"height":428,"caption":"UX Magazine"},"image":{"@id":"https:\/\/uxmag.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/uxmag","https:\/\/x.com\/uxmag","https:\/\/www.linkedin.com\/company\/ux-magazine\/"]}]}},"_links":{"self":[{"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/podcast\/18391","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/podcast"}],"about":[{"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/types\/podcast"}],"author":[{"embeddable":true,"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/users\/2575"}],"version-history":[{"count":0,"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/podcast\/18391\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/media\/18392"}],"wp:attachment":[{"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/media?parent=18391"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/tags?post=18391"},{"taxonomy":"guest","embeddable":true,"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/guest?post=18391"},{"taxonomy":"podcast-topic","embeddable":true,"href":"https:\/\/uxmag.com\/wp-json\/wp\/v2\/podcast-topic?post=18391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}