Each colour maps a published value to the exact source passage used to support it. Only bounded excerpts are public; administrators can inspect the complete captured source.
Title
UBS builds 'UBS Red' AI assistants for client advisors on Azure OpenAI
…and customization capabilities of Azure. At the core of this transformation are two domain-specific AI assistants, collectively known as UBS Red. Developed using Azure AI Search and Azure OpenAI Service , these AI-powered tools provide support to Client Advisors during customer interactions. UBS Red offers multi-language capabilities, improving efficiency in addressing…
Description
UBS built UBS Red, a pair of domain-specific AI assistants using Azure AI Search and Azure OpenAI Service, digitizing approximately 60,000 investment advice and product documents into a queryable knowledge base for Client Advisors, and rolled out Azure OpenAI Service to 30,000 employees across Switzerland, Hong Kong and Singapore booking centers within 10 months.
…the bank maintains its commitment to data protection and regulatory compliance. We've digitized approximately 60,000 investment advice and product documents. This queryable knowledge base built on Azure is now easily accessible to our employees, saving considerable time in meeting preparation and research. Claire Corish, Head of Analytics and Sales Platforms of Group Operations and Te…
…has significantly expanded the Azure OpenAI Service footprint across the bank. Within 10 months, Azure OpenAI Service reached the key divisions Personal & Corporate Banking, Wealth Management Switzerland, Global Wealth Management, and Group Operations and Technology Office within UBS in the Booking Centers Switzerland, Hong Kong, and Singapore, and has already been rolled out to 30,000 employees as of December 2024. The impact of this initiative has been profound and far-reaching. What began as…
Company
UBS
…cebook , Instagram , LinkedIn , X/Twitter , and YouTube . Discover more details CUSTOMER UBS PRODUCTS Azure OpenAI Service Azure Azure AI and Machine Learning Azure AI Spee…
Country
Switzerland
…arning Azure AI Speech SERVICES AND SUPPORT ORGANIZATION SIZE 10,000+ employees COUNTRY Switzerland BUSINESS NEED Artificial Intelligence INDUSTRY Banking Share the story Take the…
Industry
Financial Services
…IZE 10,000+ employees COUNTRY Switzerland BUSINESS NEED Artificial Intelligence INDUSTRY Banking Share the story Take the next step Fuel innovation with Microsoft /h2> "> Fuel…
Problem
UBS faced challenges delivering personalized insights to clients due to complex workflows and content systems, which hindered efficiency and made it hard to give Client Advisors timely, tailored advice from a vast internal repository of financial expertise and market insight.
…e details Explore related stories Contact Sales Contact Sales Executive summary UBS faced challenges in delivering personalized insights to clients due to complex workflows and content systems, hindering efficiency in providing comprehensive financial services solutions and timely, tailored advice to its clientele. UBS selected Microsoft Azure AI solutions, including Azure AI Search and Azure…
Solution
UBS built two domain-specific AI assistants known as UBS Red, using Azure AI Search and Azure OpenAI Service, digitizing about 60,000 investment advice and product documents into a queryable knowledge base with multi-language support, and used Azure AI Search's vector search to surface conceptually similar information from unstructured data.
…and customization capabilities of Azure. At the core of this transformation are two domain-specific AI assistants, collectively known as UBS Red. Developed using Azure AI Search and Azure OpenAI Service , these AI-powered tools provide support to Client Advisors during customer interactions. UBS Red offers multi-language capabilities, improving efficiency in addressing…
…uncovering new insights from unstructured data using language model reasoning. The improved vector search capabilities made it possible to find information based on conceptual similarity across various data types, allowing UBS to extract more value from its vast data resources and leading to improved decision-making and client service. The alliance between UBS and Microsoft, supported by the Microsoft ISE (Industr…
Business value
The queryable knowledge base saves Client Advisors considerable time in meeting preparation and research, and within 10 months Azure OpenAI Service was rolled out to 30,000 employees across four divisions and the Switzerland, Hong Kong and Singapore booking centers.
…the bank maintains its commitment to data protection and regulatory compliance. We've digitized approximately 60,000 investment advice and product documents. This queryable knowledge base built on Azure is now easily accessible to our employees, saving considerable time in meeting preparation and research. Claire Corish, Head of Analytics and Sales Platforms of Group Operations and Te…
…has significantly expanded the Azure OpenAI Service footprint across the bank. Within 10 months, Azure OpenAI Service reached the key divisions Personal & Corporate Banking, Wealth Management Switzerland, Global Wealth Management, and Group Operations and Technology Office within UBS in the Booking Centers Switzerland, Hong Kong, and Singapore, and has already been rolled out to 30,000 employees as of December 2024. The impact of this initiative has been profound and far-reaching. What began as…
AI capabilities
Conversational AI, Document Intelligence, Generative AI
…of what’s possible in financial services. Modernizing the data platform with AI UBS embarked on its journey using the Microsoft Azure AI platform to create exceptional generative AI experiences rooted in its own proprietary data. This approach enabled UBS to develop contextual interactions that significantly…
Technology
Azure OpenAI Service, Azure AI Search, Azure AI and Machine Learning, Azure AI Speech
…agram , LinkedIn , X/Twitter , and YouTube . Discover more details CUSTOMER UBS PRODUCTS Azure OpenAI Service Azure Azure AI and Machine Learning Azure AI Speech SERVICES AND SUPPORT ORGANIZATION SIZE 10,000+ employees COUNTRY Switzerland BU…
Deployment model
cloud
…s and Sales Platform of Wealth Management and Personal & Corporate Banking, UBS With the advanced capabilities of Microsoft Azure , UBS set out to position the bank at the vanguard of wealth management as well as the retail and corporate banking innovation in its home market. The…
Deployment options
cloud
…s and Sales Platform of Wealth Management and Personal & Corporate Banking, UBS With the advanced capabilities of Microsoft Azure , UBS set out to position the bank at the vanguard of wealth management as well as the retail and corporate banking innovation in its home market. The…
Headline outcome
…the bank maintains its commitment to data protection and regulatory compliance. We've digitized approximately 60,000 investment advice and product documents. This queryable knowledge base built on Azure is now easily accessible to our employees, saving considerable time in meeting preparation and research. Claire Corish, Head of Analytics and Sales Platforms of Group Operations and Te…
Use case type
Conversational assistant
…and customization capabilities of Azure. At the core of this transformation are two domain-specific AI assistants, collectively known as UBS Red. Developed using Azure AI Search and Azure OpenAI Service , these AI-powered tools provide support to Client Advisors during customer interactions. UBS Red offers multi-language capabilities, improving efficiency in addressing…
