PODCAST | The “One Firm” Vision: Morgan Stanley’s Atul Dalmia on Data, AI, and Clients episode artwork

EPISODE · Sep 24, 2025 · 11 MIN

PODCAST | The “One Firm” Vision: Morgan Stanley’s Atul Dalmia on Data, AI, and Clients

from CDO Magazine Podcast Series

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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PODCAST | The “One Firm” Vision: Morgan Stanley’s Atul Dalmia on Data, AI, and Clients

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This episode was published on September 24, 2025.

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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”...

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