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When Morgan Stanley announced its new generative AI support tools for financial advisors last week, it talked about gaining efficiencies from its notetaking abilities. But those who track the $54 billion financial firm said that its goal is much larger. The announced intent of AI @ Morgan Stanley Debrief, one of a suite of generative AI tools the company is developing for its financial advisors, is to record, transcribe and then summarize key points from the more than 1 million conference calls that Morgan Stanley people hold every year. Powered by OpenAI, the Debrief tool will also create an …

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