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?
Problem
The manual process of aligning unstructured data (e.g., news, research) with structured data (e.g., financial instruments) is inefficient, error-prone, and can lead to missed investment opportunities. Leverage Large Language Models (LLMs) to automate this process, enabling real-time sentiment analysis, portfolio alignment, and opportunity identification (e.g., “What impact will the latest US tariff threat likely have on my investments, and how should I react?”). Push beyond automation and use agentic AI to generate investment rationales that drive actionable insights and help you achieve financial peace of mind.
Objective Develop a scalable AI solution that integrates news, research, and portfolio data to analyze sentiment, align investments with your banks market views, and surface actionable opportunities, redefining how investors achieve financial peace of mind.
Support for Hackers
- You can expect in-person and online support from our data scientists and senior data scientists and functional experts
Technical Preferences
- “UBS friendly” tech stack would be preferred (Azure, Python, Gitlab)
Why hack? This is your opportunity to redefine the future of investing by tackling one of the most pressing challenges in financial decision-making: turning overwhelming streams of unstructured and structured data into actionable, personalized insights to create peace of mind for investors.
- As an AI expert, you have the chance to push the boundaries of Large Language Models (LLMs) and agentic AI to create a solution that not only automates but also elevates the investment process
- By participating, you’ll contribute to solving inefficiencies that plague traditional investment processes to provide rationales that inspire trust and financial peace of mind
- Showcase your expertise in applying advanced AI to real-world problems and join us to make a lasting impact on the intersection of AI and finance
About the Challenge Partner
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages over 6 trillion dollars of invested assets (as at 31 Dec 2024) and helps clients achieve their financial goals through personalized advice, solutions, and products.
Building on more than a decade of experience in this field, they have put AI as a key driver of their strategy helping to reshape their business to benefit clients and employees
As a main partner of Swiss {ai} Weeks, UBS brings deep insight into how AI is reshaping the financial sector and global economy.