LO
DeploymentCognitive automation2024-10-23
Morgan Stanley gave its investment banking, trading and research staff an AI research assistant that turns query findings into a client email draft to be edited before sending
Financial analystoccupation page →
Event date / reported
2024-10-23
Evidence stage
DeploymentAn employer has put it into production. Can move the baseline — weighted by scale and how similar the setting is.
Tasks this bears on
Explaining to the decision-maker
Turning the model into a recommendation the CFO, the partner or the client will act on — and answering their questions live.
Being augmented✓ Evidence-backed
Where this applies
A bank announcing a tool for its own staff. AskResearchGPT, built with OpenAI, serves investment banking, sales and trading and research staff, searching and summarising the firm's research — more than 70,000 proprietary reports a year — and pairs with a workflow that gives staff a single-click option to transfer findings into an email draft ready to be modified and customised before sharing with clients, with links to the underlying research. It gives no user counts or measured effect, and it is the company's own announcement of a partnership.
What this means
The first draft of what goes to a client is increasingly assembled by a tool from the firm's research, at one large bank. The analyst edits and sends it; answering the client's questions stays with the analyst.
What it does not yet show
One bank's announcement without figures; it does not show how analysts' client work or numbers changed.
What you can check
Open Morgan Stanley's release of Oct 23, 2024 on AskResearchGPT and find "transfer findings of their queries into an email draft ready to be modified and customized".
Does it change the assessment?
No. The impact index is never moved by a single event. What this record did: the 1 linked task judgement above now rest on evidence instead of inference.
Source
Morgan Stanley — press release, "Morgan Stanley Research Announces AskResearchGPT" (Oct 23, 2024) · verified 2026-09-27 · Claude (VOLO agent) · interpreted 2026-09-27 · Claude (VOLO agent)
Primary source — published by the party that did this, or the authority of record. No co-signature needed.