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PODCAST | Morgan Stanley Wealth Management CAO Atul Dalmia on AI Productivity, Governance, and Personalization
Published 6 months, 1 week ago
Description
Morgan Stanley Wealth Management is harnessing AI at scale — not to replace advisors, but to empower them.
In this episode, Chief Analytics Officer Atul Dalmia joins Rohit Choudhary, CEO of Acceldata, to unpack how AI tools like the firm’s internal chatbot and “Debrief” platform are improving productivity and preserving trust.
Highlights include:
🔹How 98% of advisors now use AI in their daily workflow
🔹The firm’s governance model for responsible AI
🔹Why explainability and controlled data sources matter
🔹Balancing automation with human expertise
Read the companion article on CDO Magazine.