At Morgan Stanley, algorithms will send employees multiple-choice recommendations based on things like market changes and events in a client’s life, according to Jeff McMillan, chief analytics and data officer for the bank’s wealth-management division. Phone, email and website interactions will be cataloged so machine-learning programs can track and improve their suggestions over time to generate more business with customers, he said.

https://www.bloomberg.com/news/articles/2017-05-31/morgan-stanley-s-16-000-human-brokers-get-algorithmic-makeover