Day 1

Leveraging AI to Transform the Client and Advisor Experience

Keynote

Tuesday, October 3

Start time: 9:50 AM
End time: 10:20 AM
Morgan Stanley Wealth Management’s mission is to be an “Intelligent Data-Driven Organization” and not just build “Artificial Intelligence”. Data and analytics are at the core of that objective. Atul Dalmia, Chief Analytics Officer for Morgan Stanley Wealth Management, will walk through 3 use cases highlighting the evolution of the use of AI at the firm and how we’re elevating the advisor and client experiences through the use of technology. Further, he’ll discuss what the future holds, lessons learned, and keys to success when building out the use of AI within any business.

Speakers

Atul Dalmia
Atul Dalmia
Chief Analytics Officer
Morgan Stanley