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摩根士丹利 | Morgan Stanley

Date: June 10, 2026

Morgan Stanley Expands AI Access to Power Workplace Wealth Hub

Summary :

Morgan Stanley is using the open-source Model Context Protocol to enable AI agents to access data and insights directly from its platforms, reducing the need for users to log in through traditional interfaces. Mark Mitchell, chief product officer of Morgan Stanley at Work, stated that the firm expects corporate clients to increasingly interact with its services through AI-powered workplace tools rather than dedicated websites. The bank has already launched pilot programs with a small group of clients and plans to make the feature available to its roughly 3,400 stock-plan administration customers by next year. The initiative reflects the growing adoption of agentic AI, which allows software agents to perform tasks and interact with business systems autonomously. The push into agentic AI is part of Morgan Stanley’s long-term strategy to expand its wealth management business, with the bank having gathered $1.2 trillion in workplace assets through its workplace channel.

Why Selected:

First major Wall Street bank to open core platforms to external AI agents signals industry shift.

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