Case Study: UBS harnesses AI and big data for activist defense with Datasite

Harnessing technology to prepare and plan a defense

UBS, a leading global investment bank, faced the growing challenge of investor activism, which required them to identify potential activist targets for their clients and provide objective, data-driven defense strategies. To tackle this, UBS turned to technology from Datasite to harness AI and big data analytics, enabling a more empirical approach to this complex advisory process.

The solution implemented by Datasite provided UBS with analytical tools to identify companies at risk of activist campaigns by uncovering patterns in large datasets. This technology allowed UBS bankers to deliver objective analysis to client CEOs, moving beyond personal judgement to data-supported advice, which was crucial for planning defenses and strategic reviews. While specific quantitative results are not detailed in the text, the solution equipped UBS to cover more clients with deeper data, enhancing their advisory capabilities and strengthening their role as a trusted boardroom advisor.

UBS

Darren Novak

Global Head of Activist Defense London