Challenge Overview

The problem statement

Case Challenge: The Wealth Advisor SmartAssist Prototype

UBS Pitch 2024! Your challenge is to harness new and emerging technologies with the aim to develop a groundbreaking prototype for a "Wealth Advisor SmartAssist." This innovative tool aims to empower wealth advisors by providing real-time insights and prompts during client interactions, improving their ability to offer comprehensive financial advice.

When it comes to banking-adjacent products, think beyond traditional banking! Think of an ecosystem full of possibilities. Why not explore healthcare, will and trust services, real estate or philanthropy seamlessly integrated into your banking experience? As an example, your prototype could use the client’s aggregated data, voice-to-text, GenAI and a sampling of products to generate real-time prompts for the advisor while they’re speaking to the client.

Want to learn more details about the pitch? Reserve your spot today for the February 1st info sessions.

Create a Written Proposal – Must be up to 1,000 words or two pages (max.)

  • Must include team name and team members
  • Clear articulation of the scope of the problem under consideration
  • Explain why these topics are of interest to the team
  • Explain the model / technical solution that your team will create

Finalists will move on to create a prototype and compete for a chance to win cash prizes!

Finalist Teams

  1. Based on the written proposal, judges will select 6 teams to move on in the competition and present their proposal
  2. Teams will join virtually and will have 20 minutes to present + 5 minutes Q&A
  3. Show your work:
    1. Technical solution needs to be a working model (any technology is acceptable) and the team must be able explain the technical aspects of the model
    2. Solutions should be based on publicly available data
    3. Technical solution must be able to produce a result during the final presentation