CASE STUDY: Meet Daniel Kalt, the ‘digital double’ of Daniel Kalt, Regional Chief Investment Officer Switzerland

Screenshot: UBS site

Screenshot: UBS site

For its exploration of Human Digital Assistants, UBS partnered with IBM and FaceMe to develop the avatars and the technology supporting them.

How might we enrich client meetings through digital assistants in a meaningful and differentiating way?

UBS is currently exploring the use of human digital assistants to help clients and client advisors find solutions on the spot. Client advisors in Wealth Management Switzerland have started the experiment "UBS Companion" with two newly developed avatars: "Daniel Kalt", a digital version of UBS Regional Chief Investment Officer Switzerland and "Fin", a friendly helper and digital assistant. The avatars, which can interact via voice and eye contact with clients, are being deployed to client meetings via a TV screen. The aim is to explore how to create a new frictionless access to UBS's expertise for clients and to test the use of digital assistants in a wealth management context.

See Daniel Kalt in action – visit the UBS site and watch the video.

Information courtesy of UBS