SwitzerlandFinance and insurance2026 – ongoingUBS
Generative AI across Global Research workflows
UBS deployed generative AI across Global Research workflows
Problem
UBS Global Research needed to improve how it created research and delivered content to clients. Implementing shared tools across countries also required changes in working practices.
Approach
UBS integrated generative AI into multiple workflows across its research division. The initiative supported content creation and client engagement, with Microsoft, Jupyter and Synthesia named as solution and services partners. Celent recognized the deployed program with its 2026 award for generative AI automation.
Results
No published figures
Takeaway
UBS implemented shared research tools across languages and organizational cultures. Celent reported improved client engagement without quantifying the change.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Internal work and knowledge managementMarketing and sales
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Partner co-development
- Evidence
- Company's own claim
Sources
Source summaries
Celent described UBS's deployment of generative AI across its Global Research division and named its implementation partners. The award announcement reported improved content engagement without publishing numerical results.
Full details are in the original sources.
