FOR MORGAN STANLEY — FREE 1:1 SESSION — LIMITED SPOTS

Done waiting on AEMDone waiting on AEMScore Morgan Stanley’s experimentation velocity in 60 minutes

Let’s score Morgan Stanley’s AI readiness before your evaluation is complete.

Morgan Stanley has the traffic to reach statistical significance fast—the bottleneck today is an AEM-dependent workflow that routes every experiment through a dev backlog. This session maps exactly where AI agents break that dependency and which three to build first.

Book your AI fitness session

50+ programs benchmarked - Free - No pitch

A plan, not a pep talk.A plan, not a pep talk.

This 45-minute session maps Morgan Stanley’s experimentation setup across client onboarding, digital advisory, and portal self-service — scoring where your program sits against the top financial services experimentation teams and telling you exactly what to build next.

1

Your banking AI benchmark

We score Morgan Stanley’s program across five dimensions and benchmark it against the top financial services experimentation teams — calibrated for compliance-aware digital environments and high-stakes client journeys, not a generic industry average.

2

Your client journeys, mapped

We map Morgan Stanley’s experimentation across client onboarding, digital advisory, and portal self-service — identifying where dev-dependent workflows slow test velocity and where AI agents can deliver measurable impact without adding engineering overhead.

3

Your three highest-impact agents

Every opportunity gets scored by impact and effort against Morgan Stanley’s specific journeys — you leave with the three agents that will move client onboarding conversion, portal engagement, or digital advisory completion fastest, each with a breakdown of what it does and what it replaces.

4

Your build plan for scale

You leave with a prioritized build plan tailored to Morgan Stanley’s team and stack, plus priority access to Opal University — Optimizely’s free AI experimentation cohort where you build your agents with expert guidance and community support.

Your session host

You're in good hands

I'm Darcey Lachtman, and I'll be leading your AI fitness workshop.

I've spent a decade in experimentation—starting at Optimizely in 2016, then refining my skills at LaunchDarkly and Eppo, before returning to Optimizely as Solution Strategy Director. I'm Optimizely's expert on agentic experimentation, and I'll show you exactly where AI agents fit into your program.

Wherever you're starting, there's a seat here for you.

What I care about: Making this genuinely useful, not impressive. You should walk away knowing exactly where AI fits your program, and confident enough to start building.

Used by the biggest experimentation programs in the world.

Salesforce

ebay

Alaska Airlines

American Express

Dolby

Fjällräven

New Era

We mapped our standard experimentation workflow, identified where Optimizely’s AI agents plug into current gaps, and scoped out what we could build custom. The sky’s the limit.

Brandon Brackett

Head of Growth Experimentation, Salesforce

We went through our entire experimentation process end to end, mapped where AI agents could fit in, and came out with a clear picture of what to build next.

Shaun Dolan

Group Optimisation Manager, Kingfisher plc

Workshop bonus

Track your real fitness too.

We're tracking the AI fitness of your experimentation program. But you may as well track your personal fitness too. You'll get a free Apple Watch SE 3—shipped to you after your session.

1

USA

You'll receive an Apple Watch SE 3 GPS 44mm, shipped directly to you.

2

Europe or the U.K.

You'll receive an Apple gift card for the equivalent value—same idea, your choice of model.

3

One per workshop

One Apple Watch per workshop.


* This offer is exclusive to the original invited recipient. If this page was forwarded to you by someone else, the gift does not automatically apply—please get in touch to check whether your account is eligible before booking.

Is this for you?

If you lead experimentation at Morgan Stanley and you’ve been asked to show how AI fits into your digital client channels — this session is built for you. If you’re still getting your experimentation practice off the ground, start there first.

This is for you if...

You’re a Head, VP, or Director of Experimentation or CRO at Morgan Stanley overseeing client-facing digital channels and you’ve been asked what AI does for your program

You run experiments on client onboarding or portal flows but haven’t structured AI into your program in a systematic way

You need to bring Morgan Stanley leadership a concrete AI build plan tied to client experience ROI, not a proof-of-concept deck

You’re ready to leave with a scoped agent shortlist, not a framework document

Not quite yet if ...

Morgan Stanley’s experimentation practice is still being built — get the fundamentals in place first

You’re looking for a broad AI overview — this session is applied to specific financial services client journeys

You can’t commit 60 focused minutes — this only works if you’re fully present

Free. Private. No pitch.Free. Private. No pitch.

Fill in your details and we’ll reach out to confirm a time that works for you.
✓ Completely free—no credit card needed
✓ Specific to Morgan Stanley’s experimentation practice across client onboarding and digital advisory flows
✓ No sales pitch—just useful outputs
✓ Apple Watch SE 3 (or gift card) per workshop

Book your session

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