With AI tools, the client advisors are able to quickly build a dashboard showing not just the portfolio performance but also help project the portfolio’s cash flow in the coming six months, for example, taking into account expected dividends or other payments.
As investors worldwide chase AI-themed opportunities, organisations are exploring how to harness the technology. For banks like UBS, around 80% of AI-related initiatives focus on boosting efficiency and productivity, with the remaining 20% aimed at enhancing customer engagement.
This focus is particularly relevant for client advisors, who, according to Young Jin Yee of UBS, spend between three and four hours preparing for meetings. They must extract portfolio reports, compile relevant research on the asset classes invested by their clients, overlay the bank’s house view on the macroeconomic landscape and assemble it all into a customised presentation deck.
