How might we enrich client meetings through digital assistants in a meaningful and differentiating way?
UBS currently explores the use of human digital assistants to help clients and client advisors find solutions on the spot. Client advisors in Wealth Management Switzerland have started the experiment “UBS Companion” with two newly developed avatars: “Daniel Kalt”, a digital version of UBS Regional Chief Investment Officer Switzerland and “Fin”, a friendly helper and digital assistant. The avatars, which can interact via voice and eye contact with the clients, are being deployed to client meetings via a TV screen. The aim is to explore how to create a new frictionless access to UBS’ expertise for our clients and to test the acceptance of digital assistants in a wealth management context.