UBS
2025 challenges — Zurich + Lenzburg
How would you invest the money from your last exit using an AI for financial peace of mind by turning data into actionable financial advice?
How would you invest the money from your last exit using an AI for financial peace of mind by turning data into actionable financial advice?
How can we use Generative AI to analyze transcripts or notes of client conversations and automatically extract actionable insights, such as client requests and action items?
Problem
Client conversations contain key pieces of information, but manually analyzing transcripts or meeting notes to extract actionable insights is time-consuming and prone to error. For this challenge, we invite participants to develop a solution that leverages Gen AI to automatically analyze conversation transcripts and extract key pieces of information. The goal is to empower client advisors with concise, accurate, and actionable insights, helping them save time and better serve their clients. The solution should be capable of: Extracting specific information, such as client requests, and agreed-upon actions. Ensuring accuracy and relevance, even in the presence of noisy or incomplete data.
Why hack?
This challenge offers a unique opportunity to work on cutting-edge Generative AI technologies in a domain with real-world impact. By participating, you will: Contribute to shaping the future of client interaction in banking. Gain valuable experience in NLP, information extraction, and working with financial-domain challenges. Explore the trade-offs between performance and cost in AI model selection.
Can you create an AI Agent that calculates Key Financial Ratios from annual reports of Swiss companies?