Holly Clark

Morgan Stanley is set to launch an AI-powered solution in Q1 designed to  assist front-line call center agents by summarizing client interactions in real-time allowing agents to focus on the client.  This AI will not only improve the client experience, it will also provide valuable data that will enable the business  to continually drive improvement within their contact centers. 

Join this panel discussion to discover how Morgan Stanley’s AI and CX teams brought this cutting-edge technology to life, tailored it to their unique business needs, and the key lessons learned along the way. Key topics include:

·     Evaluating vendor solutions for optimal fit

·     Designing user-friendly CRM interfaces for agents

·     Leveraging AI to drive efficiency and enhance client-agent interactions