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PODCAST | The “One Firm” Vision: Morgan Stanley’s Atul Dalmia on Data, AI, and Clients
Written by: CDO Magazine
Updated 12:00 PM UTC, September 27, 2025
What does it take to transform trillions in assets into meaningful, client-first experiences?
Atul Dalmia, Chief Analytics Officer at Morgan Stanley Wealth Management, joins Rohit Choudhary, CEO of Acceldata, to discuss how the firm’s “One Firm” strategy is uniting institutional and wealth services under a single vision.
Key insights include:
- How Morgan Stanley ensures clients hear “one voice” across business lines
- The role of data analytics in uncovering hidden relationships and opportunities
- Why enterprise intelligence is critical for client trust in the AI era
Listen to Part 1 of this exclusive three-part conversation now
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