Morgan Stanley

Training GPT-4 To Help Financial Advisors

About Morgan Stanley

Morgan Stanley isn’t using GPT-4 on a production basis yet, but its experimentation with the technology is pretty far along. It has identified content in over 100,000 of its own documents on which its over 16,000 financial advisors (FAs) might have questions: investment recommendations (what is our research organization’s view on Alphabet stock and what’s the bull and bear case for its future performance?), general business questions (who are the five major competitors to IBM?) and process questions (how do I include an IRA in an irrevocable trust?). It has “fine-tune trained” GPT-4 on these issues with the 100,000 documents as a training corpus.


Morgan Stanley screenshots

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