AI engineering for wealth advisory workflows
Akshat Gupta worked on the Next Intelligent Wealth Advisor Project at UBS AG Asia Wealth Banking, building AI tooling for Client Advisors.
- Designed an AI-powered client chat dashboard system
- Built a self-retrieval augmented generation pipeline
- Used LangChain, Together AI, LangGraph, and Flask
- Automated tasks across stock research, client management, and KYC
- Improved Client Advisor productivity by up to 50%