Part 2: The Next Best Action System - Jeff McMillan

In this episode, Jeff McMillan, Chief Analytics and Data Officer at Morgan Stanley, shares the journey he took upon joining Morgan Stanley and leveraging analytics, data, and AI to drive growth and efficiency across the wealth management business. Gain insight into the five elements of an intelligent organization (including their pillars and pitfalls), the steps he took to transform Morgan Stanley into a smarter organization, and key lessons he learned on his journey.

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