AI Risk Assessment
Medium RiskThe asset contains client-specific branding, naming, and engagement-revealing content (UBS logo, branding, product names, and explicit reference to an AI transformation proposal for UBS). While no personal contacts, financial figures, or confidential strategy data are evident in the metadata, the asset's existence and purpose are directly tied to UBS and cannot be safely shared externally or reused without complete cleansing. The self-declared 'Internal Only' classification and Capital Markets context confirm sensitivity.
Screenshot
At a Glance
FS Practice
Capital Markets
Asset Type
AI Agent Demo
AI Tool
Claude
Date Built
2026-05-01
Target Client
UBS
Shared with Client?
YesOverview
Description
An interactive microsite for UBS Investment Banking translating An AI transformation proposal into a live experience, with three prototypes; a CRM automation tool. a sales intelligence dashboard, and persona based day-in-the-life journeys.
Built By
Jesyka Lu
Owner / Accountable Person
Ian Howie
Access & Data
Link to Asset
Open AssetData it Touches
Additional Details
Asset Rebrand?
NoNotes
Capital Markets asset based off The Stack