October 29, 2021 12:00 PM Eastern Daylight Time
Reimagining Investing
Helping clients invest is the essence of what we do. In today’s world, how we do that is what differentiates us. We’ll reimagine the investing experience in a personalized, relevant, on time and seamless way.
What are sophisticated wealth planning simulations that integrate more than financial data, creating personalized views?
What are new data modelling or visualization techniques for client reports?
How can clients seamlessly shift money to retirement and better imagine their pension situation (e.g., micro-savings)?
What interactive presentations and collaboration tools can we use in a digital / physical meetings?
How can we offer investment products on-demand generating tailored trading ideas?
What solutions allow predictive coding for different investment styles?
How can we rate bonds with advanced techniques more effectively than big agencies?
Rewards
There are cash prizes to be won which can help further scale your business or allow you to do further research. We understand that there’s much more that may be of value than money, so we are also offering finalists with mentoring, access to experienced tech experts and the possibility to participate in a Proof-of Concept or Pilot, and progress with the oxygen of publicity too. Furthermore, finalists will enter our pipeline for UBS Next and be considered for our Female Founder Award!
Cash prizes and other financial benefitsPrizes and benefits of over USD 400.000 worth in value and contacts with our VC experts on the program.
MentoringFinalists will collectively receive over 120 hours of coaching and mentoring from experienced experts of UBS and our collaboration partners.
Proof-of-concept / PilotExpert support and acceleration to help develop your product or technology
Global profileGain the prestige of winning a prize from one of the world’s leading financial services organizations. Be featured in UBS’s public relations and exposed with our ecosystem partners.
Share this article
INTERGEN DATA DEMO – 2018 T3 ENTERPRISE CONFERENCE
In this video, Robert Kirk, Founder and CEO of InterGen Data, an artificial intelligence provider for financial services, demonstrates the AMAZON ALEXA Voice Integration…
https://capture.dropbox.com/InRjgq6tqYZQZRaE
Financial Planning’s : In|Vest West Conference
Digital Engagement – Post Account Opening Panel Discussion
Host – Jud Mackrill
Panelist…
Using AI to Understand Clients (Investment News Interview)
Investment News Interview on InterGen Data and the role of AI for the Advisor