AEM’s release overhead sets your experiment ceiling — let’s score how far above it UBS can go.
FOR UBS — FREE 1:1 SESSION — LIMITED SPOTS
Escape the dev-handoff taxScore UBS’s experimentation velocity in 60 minutes
UBS’s unified client platform now runs critical wealth management, digital onboarding, and private markets journeys at scale — and every experiment on those flows is still dependent on a dev sprint. In 60 minutes, you’ll know exactly what AI agents to build to break that dependency.
50+ programmes benchmarked - Free - No pitch
A plan, not a pep talk.
This session is built around UBS’s experimentation reality — your wealth management, digital onboarding, and private markets flows mapped against the AI maturity curve, so you leave knowing exactly what to build first.
1
Your AI maturity benchmark
We score UBS’s program across five dimensions against the top financial services experimentation teams — AI awareness, tool adoption, process integration, and agent deployment readiness. You see exactly where you stand and what it takes to close the gap on the leading FSI peers.
2
Your UBS workflow mapping
We dig into UBS’s actual client journey flows — digital onboarding, wealth management portal access, and private markets distribution. We identify where AEM’s governance overhead creates experiment queues, and where AI agents can absorb that dev-heavy lift without adding headcount.
3
Your three highest-value agents, scoped
Every opportunity gets scored by impact against UBS’s specific journeys. You leave with the three agents that move the needle fastest — covering onboarding flow optimization, wealth portal hypothesis testing, and private markets content variant staging — each with a build brief and estimated time-save.
4
Your build plan
You leave with a prioritized training plan built for UBS’s existing team and stack, plus priority access to Opal University — Optimizely’s free AI experimentation cohort where you build agents with expert guidance, without waiting on another dev cycle.
Your session host
You’re in good hands
I’m Darcey Lachtman, and I’ll be leading your AI fitness workshop.
I’ve spent a decade in experimentation—starting at Optimizely in 2016, then refining my skills at LaunchDarkly and Eppo, before returning to Optimizely as Solution Strategy Director. I’m Optimizely’s expert on agentic experimentation, and I’ll show you exactly where AI agents fit into your program.
Wherever you’re starting, there’s a seat here for you.
What I care about: Making this genuinely useful, not impressive. You should walk away knowing exactly where AI fits your program, and confident enough to start building.
Used by the biggest experimentation programs in the world.
Salesforce
ebay
Alaska Airlines
American Express
Dolby
Fjällräven
New Era
We mapped our standard experimentation workflow, identified where Optimizely’s AI agents plug into current gaps, and scoped out what we could build custom. The sky’s the limit.
Brandon Brackett
Head of Growth Experimentation, Salesforce
We went through our entire experimentation process end to end, mapped where AI agents could fit in, and came out with a clear picture of what to build next.
Shaun Dolan
Group Optimisation Manager, Kingfisher plc
Workshop bonus
Track your real fitness too.
We’re tracking the AI fitness of your experimentation program. But you may as well track your personal fitness too. You’ll get a free Apple Watch SE 3—shipped to you after your session.
1
USA
You’ll receive an Apple Watch SE 3 GPS 44mm, shipped directly to you.
2
Europe or the U.K.
You’ll receive an Apple gift card for the equivalent value—same idea, your choice of model.
3
One per workshop
One Apple Watch per workshop.
* This offer is exclusive to the original invited recipient. If this page was forwarded to you by someone else, the gift does not automatically apply—please get in touch to check whether your account is eligible before booking.
Is this for you?
If you’re the one at UBS fielding ‘what’s our AI experimentation plan?’ — this is built for you. If UBS’s experimentation practice is still getting established, start there first.
This is for you if...
You’re UBS’s Head, VP, or Director of Experimentation who’s been asked to put AI to work across your client platform — and needs a specific plan, not a vendor demo.
Your team runs experiments on digital onboarding, wealth management, and client portal flows, but AI hasn’t been structured into the workflow yet.
You need to show UBS leadership a clear ROI case for AI agents — not a pilot deck.
You’re ready to leave with three named agents and a build plan, not another framework to socialize.
Not quite yet if ...
UBS’s experimentation program is still getting established — get the fundamentals in place first.
You’re looking for a broad AI overview. This session is applied and built around UBS’s specific client journeys.
You can’t commit 60 focused minutes. This only works if you’re fully in it.
Free. Private. No pitch.
Fill in your details and we’ll reach out to confirm a time that works for you.
✓ Completely free—no credit card needed
✓ Specific to UBS’s experimentation program, not a generic overview
✓ No sales pitch—just useful outputs
✓ Apple Watch SE 3 (or gift card) per workshop
