A look inside the AI playbook at Morgan Stanley’s wealth division

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Morgan Stanley spent years upgrading its technology and data foundation in support of AI capabilities. The investments are starting to pay off as executives expand generative and agentic AI use cases across the business.

In the company’s wealth management division, AI use has evolved from conversational tools assisting with discrete tasks to more orchestrated systems capable of managing workflows across enterprise platforms, according to Hina Shamsi, CIO of wealth management technology at Morgan Stanley. A large part of those expanded capabilities are thanks to initial foundational investments, she said.

“We know these AI agents or agentic workflows can only be as good as the context and data we have,” she told CIO Dive.

The division made a significant pivot when it came to how they viewed data around eight years ago, Shamsi said. Initially, executives thought about...

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