{"id":18866,"date":"2024-04-04T13:25:17","date_gmt":"2024-04-04T13:25:17","guid":{"rendered":"https:\/\/uxmag.com\/?post_type=podcast&p=18866"},"modified":"2024-07-31T13:30:23","modified_gmt":"2024-07-31T13:30:23","slug":"building-an-advanced-digital-assistant-with-morgan-stanley","status":"publish","type":"podcast","link":"https:\/\/uxmag.com\/podcast\/building-an-advanced-digital-assistant-with-morgan-stanley","title":{"rendered":"Building an Advanced Digital Assistant with Morgan Stanley"},"content":{"rendered":"

Take a deep dive into the creation of an advanced digital assistant with Jeff McMillan and David Wu of Morgan Stanley. As the Head of AD&I, Morgan Stanley Wealth Management and the Head of Knowledge Management & Generative AI respectively, Jeff and David led the creation of an AI assistant for the global investment firm\u2019s advisors. Robb and Josh invite them in for a conversation about the technical work and strategic initiatives that enabled Morgan Stanley to create a knowledge base that\u2019s given them a massive leap forward with conversational AI.<\/p>\n","protected":false},"excerpt":{"rendered":"

Take a deep dive into the creation of an advanced digital assistant with Jeff McMillan and David Wu of Morgan Stanley. As the Head of AD&I, Morgan Stanley Wealth Management and the Head of Knowledge Management & Generative AI respectively, Jeff and David led the creation of an AI assistant for the global investment firm\u2019s advisors. Robb and Josh invite them in for a conversation about the technical work and strategic initiatives that enabled Morgan Stanley to create a knowledge base that\u2019s given them a massive leap forward with conversational AI.<\/p>\n","protected":false},"author":2575,"featured_media":18868,"menu_order":0,"template":"","format":"standard","tags":[],"guest":[2985,2959],"podcast-topic":[3154,3159,3153,3155,3156],"class_list":{"0":"post-18866","1":"podcast","2":"type-podcast","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"guest-david-wu","8":"guest-jeff-mcmillan","9":"podcast-topic-ai-agents-and-intelligent-digital-workers","10":"podcast-topic-employee-experience","11":"podcast-topic-hyperautomation-and-organizational-agi","12":"podcast-topic-knowledge-management","13":"podcast-topic-practical-discussions","14":"entry"},"yoast_head":"\nBuilding an Advanced Digital Assistant with Morgan Stanley - UX Magazine<\/title>\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\/building-an-advanced-digital-assistant-with-morgan-stanley\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Building an Advanced Digital Assistant with Morgan Stanley\" \/>\n<meta property=\"og:description\" content=\"Take a deep dive into the creation of an advanced digital assistant with Jeff McMillan and David Wu of Morgan Stanley. As the Head of AD&I, Morgan Stanley Wealth Management and the Head of Knowledge Management & Generative AI respectively, Jeff and David led the creation of an AI assistant for the global investment firm\u2019s advisors. 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