Video 6 [04:29] : Case Study: Morgan Stanley

  1.  Module 2: Introduction and Instructions (Completed)
  2.  Video 1 [06:05] : Module Introduction (Completed)
  3.  Watch: Seeing Beyond Vision: How Agentic AI is Expanding Human Possibility (Completed)
  4.  Video 2 [07:33] : Multimodal AI and Everyday Impact (Completed)
  5.  Reading: The AI Hype Detector (Completed)
  6.  Watch: AI with Purpose: Technology That Strengthens Human Connection (Completed)
  7.  Watch: The Future of Learning: AI-Powered Tutoring (Completed)
  8.  Video 3 [04:21]: Building Brand Trust and Education at Scale (Completed)
  9.  Self-Study Quiz 2.1: Think & Apply💡 Understanding the AI Inflection Point ((Must submit the Quiz))
  10.  Video 4 [05:01] : Case Study: Moderna (Completed)
  11.  Video 5 [04:20] : Case Study: Oscar (Completed)
  12.  Video 6 [04:29] : Case Study: Morgan Stanley (Completed)
  13.  Video 7 [06:18] : Case Study: Mastercard (Completed)
  14.  Video 8 [05:18] : Gen AI Ecosystem (Completed)
  15.  Self-Study Quiz 2.2: Think & Apply💡 Enterprise AI in Action ((Must submit the Quiz))
  16.  Video 9 [11:09] : Notebook LM: Demo (Completed)
  17.  Discussion Board 2.3: Think & Share💡 AI Transformation or AI Hype? ((Not yet completed))
  18.  Self-Study Assignment 2.4: Think & Act💡 Problem First Thinking (Completed)
  20.  Self Study Assignment 2.5: Think & Act💡 The Decision Pathway (Completed)
  21.  Summary and Video Transcripts: Module 2 ⭐ (Completed)
  22.  Professor Alvin's Recommendation for Further Learning: Module 2 (Completed)
  23.  Module 2: Q&A Discussion Board ((Not yet completed))
  24.  Module 2: Feedback Survey ((Must submit the Quiz))

In this video, Prof. Alvin explores how Generative AI is transforming knowledge-intensive work through the Morgan Stanley case. Before adopting GenAI, financial advisors spent significant time searching across research reports, market analyses, internal documents, and expert insights, making knowledge access slow, fragmented, and time-consuming. This information overload reduced the time available for high-value client interactions and strategic decision-making. You will discover how Generative AI makes organisational knowledge instantly accessible at the point of need, reducing search effort, accelerating advisory work, and enabling professionals to focus on judgement, trust, and stronger client relationships. The case shows how AI is helping organisations evolve from knowledge-heavy systems into intelligence-enabled enterprises.

After watching the below video, watch how Morgan Stanley elevated its wealth management advisor experience by having AI help with content retrieval, giving Financial Advisors real-time expertise and more time back with clients. OpenAI met Morgan Stanley’s rigorous compliance and security requirements for deployment.
Watch: Morgan Stanley reshapes the future of financial services with AI Links to an external site.

Downloaded lesson video