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2024-25 Spring - TEMG4950O - T&M Corporate Consulting Project: Next Intelligent Wealth Advisor Strategy for UBS

Course

Description

Instructor(s)/Supervisor(s)/Coordinator(s): Betty LIN
Beginning in 2024, UBS’s client service teams have noted a surge in chat messages, surpassing traditional phone calls. This experiential-learning course will explore how UBS can leverage AI technologies, particularly Large Language Models (LLMs), to enhance client interactions and operational efficiency. Through a technology feasibility study, multi-disciplined student teams specializing in human-interaction design and/or back-end programming, will experiment with various interaction models – from full automation to hybrid models featuring a “Human in the Middle”. The goal is to develop a high-touch service model that enables a 24/7 responds with human-like interactions while minimizing hallucinations. Instructor consent is required for this course.
Course period1/02/2530/06/25
Course levelUG
Course formatLecture