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Intelligence Index

The AI Dividend Tracker · Q4 2026 · Prototype. Classifications and index values are illustrative and not investment advice.

AI @ Morgan Stanley Assistant

Morgan Stanley

Internal GenAI chatbot that gives Morgan Stanley Wealth Management financial advisors quick access to the firm’s intellectual capital.

Industry
Financial services
Function
Q&A / search
Dated
2024
Source type
company press release / blog
Tracker
Morgan Stanley: Reinvest

Measured effect, as reported

“To date, 98% of Financial Advisor teams have adopted the Assistant.”

Wording checked against the source page (archived page text).

Evidence strength. Company’s own adoption figure. Shows use, not time or money saved.

Year from page context; exact day not stated in the captured text.

This use case is not part of the AI Dividend Index and does not change it.