Uploaded March 2026 | Updated September 2026, 2 weeks ago
UBS didn’t start with tools. They started by studying how their best advisors actually work. In this case study, leaders from UBS Wealth Management walk through how they rebuilt those workflows with AI, using a knowledge graph and dozens of data sources to generate over 400 actionable insights per client and deliver 17 million advisor actions each year with 80% adoption. You’ll see how pairing workflow-first design with structured AI education and team-led enablement turned adoption from the biggest risk into the biggest advantage, and what other firms can borrow from that approach.
UBS didn’t start with tools. They started by studying how their best advisors actually work. In this case study, leaders from UBS Wealth Management walk through how they rebuilt those workflows with AI, using a knowledge graph and dozens of data sources to generate over 400 actionable insights per client and deliver 17 million advisor actions each year with 80% adoption. You’ll see how pairing workflow-first design with structured AI education and team-led enablement turned adoption from the biggest risk into the biggest advantage, and what other firms can borrow from that approach.
