Unique

Unique FinanceGPT is an enterprise-ready AI platform designed specifically for the financial industry. This comprehensive solution automates manual workloads for client advisors, enabling them to dedicate more time to client interactions and improving overall productivity.

Key features:
- Client Insights: Aggregates and summarizes client information from various sources including call recordings, portfolio data, and CRM systems.
- Proposal Ideation: Generates personalized recommendations based on client interests, needs, and internal knowledge.
- Compliance Check: Rapidly verifies legal restrictions related to proposals by consulting internal directives.
- Proposal Generation: Automatically drafts personalized proposal emails or presentations in multiple languages.

How it works:
1. The platform collects relevant client data from past communications, CRM, and portfolio information.
2. Using client insights, it generates a list of personalized recommendations tailored to the client's needs.
3. The AI performs a compliance check for any legal or regulatory issues with the proposed recommendations.
4. The system drafts a personalized proposal email or presentation in the desired language.

Integrations:
Various CRM systems for automatic updates of client information and proposals.

Use of AI:
Unique FinanceGPT leverages large language models to power its client insights, ideation, compliance checks, and proposal generation features. The platform's core functionality is built on generative AI, automating key tasks for client advisors.

AI foundation model:
The platform utilizes large language models similar to ChatGPT to drive its primary features and functionalities.

Target users:
- Retail Banking professionals seeking to automate administrative tasks and gain client insights
- Insurance agents aiming to maintain high onboarding quality and meet sales targets
- Wealth Management advisors looking to reduce manual work and increase client interaction time
- Corporate Banking professionals requiring precise data on deal likelihood to optimize sales efforts

How to access:
Unique FinanceGPT is available as a web-based platform for client advisors in the financial industry.

Company information:
Unique AG, founded in 2021 and headquartered in Switzerland, is the company behind Unique FinanceGPT.