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Morningstar CEO Kunal Kapoor: How AI can raise the investment IQ

HBS Managing the Future of Work

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AI Implementation in Financial Advising

The chapter explores how Morningstar uses AI, specifically a chatbot named Mo, to streamline operations for financial advisors, providing tailored information efficiently. It delves into the controlled environment, safeguards, and editing cycles put in place to ensure the quality and reliability of data used by the AI.

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