UBS Global Markets - IB Sales Intelligence

Low RiskTier 2 — Practice Library

Submitted on 02 June 2026

AI Risk AssessmentLow Risk

This asset is a demo/prototype for UBS showing AI transformation concepts including CRM automation, sales intelligence, and user journey visualizations. No named individual contacts, financial figures, deal sizes, or confidential client strategy information are present in the asset description. The asset is appropriately marked as 'Internal Only' and contains only standard registry metadata.

Screenshot

UBS Global Markets - IB Sales Intelligence screenshot

Overview

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

FS Practice

Capital Markets

Asset Type

AI Agent Demo

AI Tool Used

Claude

Date Built

2026-05-01

Access & Data

Link to Asset

Open Asset

Data it Touches

Internal Only

Additional Details

Asset Rebrand?

No

Notes

Capital Markets asset based off The Stack

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