Design an AI meeting-preparation assistant for UBS wealth management client advisors.

Introduction

UBS has rolled out its in-house generative AI assistant, Red, and Microsoft 365 Copilot across the firm, and its US wealth business already uses client-intelligence tools that alert financial advisors to life events before meetings. The prompt asks us to design an AI meeting-preparation assistant for UBS wealth management client advisors. For a bank whose largest business is Global Wealth Management, advisor productivity is a core product problem: an advisor who spends less time assembling information spends more time with clients.

I'll clarify the scope, explain why this matters now, pick a user segment, identify pain points, propose and prioritise solutions, and define success metrics.

Step 1

Clarify Questions (3 minutes)

• Which advisors are we designing for: Swiss client advisors, US financial advisors, or Asia relationship managers?

• Why it matters: Data sources, regulations and meeting formats differ by region.
• Hypothetical answer: Start with Swiss and European client advisors in Global Wealth Management.
• Impact: Design must respect Swiss banking secrecy, data residency and cross-border rules.

• What data can the assistant access?

• Hypothetical answer: The CRM, portfolio and transaction data, CIO research, past meeting notes and email, all within UBS's controlled environment.
• Impact: The assistant can personalise deeply, but must log sources and respect entitlements.

• Can the assistant contact clients directly?

• Hypothetical answer: No. It drafts material for the advisor; every client-facing output is reviewed by a human.
• Impact: We design a co-pilot, not an autonomous agent.

• How is success judged by the business?

• Hypothetical answer: More client time per advisor, better meeting quality and net new money.
• Impact: We need both productivity and revenue metrics.

Propose the Goal

Reduce the time a UBS client advisor needs to prepare for a client meeting by at least half, while making each meeting more relevant to the client's situation and fully compliant.

Define the Scope

In scope: preparation before scheduled review meetings and follow-up after them. Out of scope: trade execution, automatic client communications and investment banking coverage.