Financial institution Automation Information is happy to announce Koren Picariello, an govt director at Morgan Stanley and head of generative AI technique and execution for Morgan Stanley Wealth Administration, will probably be featured in a hearth chat at Financial institution Automation Summit U.S. 2025 on Monday, March 3, at 10 a.m. CT.
The summit takes place March 3-4 on the Hilton Nashville Downtown in Nashville, Tenn., and brings collectively business specialists to debate how monetary establishments are benefiting from investments made in AI expertise, groups and assets.
View the complete agenda right here.
Throughout the one-on-one chat, Picariello will talk about:
- Morgan Stanley’s method to generative AI;
- Expertise and automation traits; and
- Find out how to decide the return on AI funding.
All through 2024, Morgan Stanley has tapped AI to enhance effectivity and deepen the connection between advisers and prospects, Jeff McMillan, head of firmwide AI, beforehand advised BAN.
The agency has launched the next AI-driven instruments:
- Morgan Stanley Debrief, which takes notes on an adviser’s behalf; and
- Morgan Stanley Assistant, which helps advisers conduct analysis inside Morgan Stanley’s database.
Together with discussions round generative AI, the summit will discover methods to establish effectivity initiatives and what’s new in digital assistants. It can additionally function the Demo Problem, throughout which startups will give reside expertise demonstrations of their cutting-edge tech.
Be taught extra and register right here for Financial institution Automation Summit U.S. 2025.