AI case study

UBSFinancial advisor assistant

Advisors struggled to navigate vast data. Now, AI scans 60k investment docs to surface personalized insights instantly.

Published|1 year ago

The story

Context

A five-time "World’s Best Bank for Wealth Management" and Switzerland's leading universal bank manages a massive reservoir of proprietary financial data and market insights.

Challenge

Client advisors struggled to navigate complex workflows and vast internal content repositories to deliver timely, personalized advice. This friction...

Solution
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Scope & timeline

  • 30,000 employees using AI assistant
  • Rollout to 30k employees in 10 months

Quotes

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The company

Global wealth management, investment banking, and asset management services.

IndustryFinancial Services
LocationZurich, Switzerland
Employees100K+
Founded1862

The AI provider

Enterprise software, cloud infrastructure, and consumer electronics platform.

IndustrySoftware & Platforms
LocationRedmond, WA, USA
Employees100K+
Founded1975

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