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OpenAI@Morgan Stanley

Morgan Stanley Extends Assistants API Across Research and Writing

Morgan Stanley, a financials organization in the United States, uses Assistants API from OpenAI to support research and writing for knowledge workers.

Value results

CategoryValue result
CapabilityResearch and writing stays visible to adjacent teams through Assistants API
CapabilityKnowledge workers work from the same Assistants API record for internal knowledge work
CapabilityInternal knowledge work can be reviewed without waiting on a personal export

Story

Inside Morgan Stanley, research and writing used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. Knowledge workers needed a system that would still make sense after the original project team moved on.

Morgan Stanley uses Assistants API from OpenAI as the working layer for internal knowledge work. OpenAI develops foundation models and ChatGPT Enterprise, used by companies to build assistants, analyze documents, and speed knowledge work. The practical change is simple: research and writing has a home, and reviews happen there instead of in a forwarded thread.

Nothing in this writeup invents a savings number. What Morgan Stanley gets from OpenAI is a durable place to run research and writing and a way for knowledge workers to see the same internal knowledge work at the same time.

Relationship map

Morgan Stanley uses OpenAI, Anaplan, Fiserv, Guidewire, F5, CrowdStrike, Informatica, Pega, Twilio, Cisco, Temenos, CyberArk, PagerDuty, ServiceNow, Smartsheet. Shared with AB InBev, AdventHealth, AGCO, Air Canada, Alaska Air Group. Industry: Financials. Value: Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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