Morgan Stanley's Debrief agent takes notes in advisor meetings and drafts the follow-up email

Morgan Stanley Wealth Management launched AI @ Morgan Stanley Debrief, an OpenAI-powered tool that joins client meetings with consent, writes notes, drafts a follow-up email, and saves a note to Salesforce.

Organization: Morgan Stanley
Industry: Wealth Management
When: Jun 2024
Evidence: Company reported
Agents and tools: OpenAI GPT-4 Salesforce Zoom

Reported outcome

Rolled out to the firm's financial advisors in 2024; the firm cites about 30 minutes saved per client meeting (testimonial).

~15,000
Advisors targeted
~30 min (testimonial)
Time saved per meeting

Caveats

Stated by the company that uses the agent (blog, earnings call, interview). Not independently audited.

The time saving comes from an advisor testimonial, not a measured study.
No public data on how many advisors use it regularly.
Client consent is needed every time.

What the agent does

With the client's consent, Debrief listens to a Zoom meeting. Afterwards it summarizes key points and action items, drafts an email that the advisor edits and sends, and saves a note into Salesforce.

Why this works

Meeting notes and CRM updates are tasks advisors dislike and often do late. The agent does the first draft right away, and the advisor stays in control of what the client receives.

What to copy

Make consent part of the flow, every time.
Draft, do not send. A human approves every client message.
Write the summary straight into the CRM, so nobody has to copy it.

Starter prompt

Written by us, not by Morgan Stanley.

Meeting transcript: {transcript}

Write:
1. A 5-bullet summary of what the client said, in their words where possible.
2. Action items: owner, task, due date (or "no date stated").
3. A follow-up email draft from the advisor, under 150 words. No promises
   about returns. No new advice that was not discussed.
4. A CRM note under 80 words.