Shaping the future of financial services
Morgan Stanley uses AI evals to shape the future of financial services
Explore AI resources for financial services, including prompt packs, GPTs, guides, and tools to help institutions deploy and scale AI securely.
Morgan Stanley uses AI evals to shape the future of financial services
Morgan Stanley uses AI evals to shape the future of financial services
arXiv:2607. 04103v3 Announce Type: replace-cross Abstract: Generative artificial intelligence is moving from general-purpose experimentation toward specialized applications across banking, capital markets, insurance, payments, and wealth management.
arXiv:2608. 02100v1 Announce Type: cross Abstract: As AI increasingly participates in human decision making, understanding how decision-making authority is distributed between humans and AI has become a fundamental behavioural question.
arXiv:2607. 09586v1 Announce Type: new Abstract: The proliferation of agentic AI systems across enterprise and public-sector contexts has outpaced the capacity of general-purpose AI risk frameworks to classify and govern them.
The study investigates how people evaluate AI-generated financial advice by conducting a randomized vignette experiment with 285 U.S. adults. Participants were presented with consistent financial recommendations delivered in three styles—AI, expert, and online community—alongside source labels. The results show that advice style most strongly influenced message and safety appraisals, expert labels increased perceived source knowledge, and decision context shaped risk and safety judgments, with these appraisals explaining a large portion of overall quality, trust, and intended reliance.
arXiv:2607. 04103v1 Announce Type: cross Abstract: The release of SR 26-2 marks a significant modernization of U.
Learn how enterprises can manage AI investments in the agentic era by measuring useful work per dollar, improving efficiency, and scaling high-value workflows.
arXiv:2606. 19887v1 Announce Type: cross Abstract: Existing safety benchmarks target general adversarial scenarios but miss finance-specific risks.
arXiv:2607. 21345v1 Announce Type: new Abstract: Regulating activities where regulatees use autonomous and agentic AI is challenging.
arXiv:2607. 19409v1 Announce Type: new Abstract: Recent advances in large language models have accelerated deployment of agentic systems in operational finance.
arXiv:2608. 16386v1 Announce Type: cross Abstract: Financial agents must do more than recall domain knowledge: they must be both reliable, executing precise operations over grounded evidence, and executive, sustaining long-horizon research whose conclusions remain auditable.