Unique is a Swiss-based company specializing in AI-driven solutions for the financial industry. Their flagship product, Unique FinanceGPT, leverages advanced AI models to automate routine tasks, enhance client experiences, and improve data quality. Unique collaborates with financial institutions to co-develop tailored solutions that streamline operations and increase productivity, allowing financial advisors to focus more on client interactions and less on administrative tasks.
Industry: Financial Technology
Ideal Customer Profiles: Unique's ideal customers are financial institutions such as banks, wealth management firms, and insurance companies that are looking to enhance their operational efficiency and client service through AI-driven solutions. These organizations are typically seeking to reduce administrative workloads, improve compliance, and gain deeper insights from client interactions.
Website: unique.ch
Unique FinanceGPT uses large, pretrained AI models like GPT-3 to automate routine tasks, enhance client experience, and improve data quality. It is designed to be enterprise-ready, compliant, and capable of supporting financial institutions from ideation to implementation.
Description: Unique FinanceGPT automates routine administrative tasks, allowing financial advisors to focus more on client-facing activities. This includes automating CRM entries, generating meeting summaries, and drafting proposals.
Benefit: Reduces time spent on administrative tasks, increasing productivity and allowing more time for client interactions.
Description: The platform provides a comprehensive review and summary of client insights from previous communications, including call recordings and CRM information.
Benefit: Enables advisors to have a better understanding of client needs and tailor their services accordingly.
Description: Unique FinanceGPT assists in generating personalized recommendations and proposals based on client interests and needs.
Benefit: Helps in creating tailored proposals that are more likely to meet client expectations and requirements.
Description: The platform simplifies compliance checks by quickly identifying any legal restrictions related to proposals.
Benefit: Ensures that all proposals are compliant with legal and regulatory requirements, reducing risk.
Description: Unique FinanceGPT can draft personalized proposal emails or presentations in any language, streamlining the proposal creation process.
Benefit: Saves time and effort in creating proposals, allowing advisors to focus on client engagement.
Unique Chat provides a ChatGPT-like interface that allows users to upload and access internal documents, presentations, and client conversations, enabling quick information retrieval and interaction.
Description: Users can upload and access internal documents and client conversations, facilitating quick information retrieval and interaction.
Benefit: Improves efficiency by providing easy access to necessary documents and information.
Description: Client advisors can query embedded data and receive quick responses, aiding in preparation for client meetings and onboarding.
Benefit: Enhances preparation and responsiveness, improving client service.
Description: The Unique Bot automatically joins and records calls, providing transcripts and key insights post-call.
Benefit: Ensures all client interactions are documented and insights are easily accessible.
Description: Post-call insights and data are automatically transferred into the CRM, ensuring all information is up-to-date.
Benefit: Reduces manual data entry and ensures CRM accuracy.
Description: Coaching rooms allow for the sharing of valuable calls for learning and upskilling, aiding in faster sales onboarding.
Benefit: Facilitates knowledge sharing and accelerates onboarding processes.
Co-developed with Pictet, One.Chat is a GPT-powered platform that allows employees to access internal information quickly and efficiently, enhancing productivity and reducing administrative workload.
Description: One.Chat identifies and retrieves relevant documents and specific answers based on user queries.
Benefit: Saves time in finding information, increasing productivity.
Description: The platform allows users to translate information into multiple languages and draft emails efficiently.
Benefit: Facilitates communication across different languages, improving global collaboration.
Description: One.Chat can summarize entire documents or specific sections, making information more digestible.
Benefit: Reduces the time needed to understand large volumes of information.
Description: Information is organized into workspaces, facilitating easy access to specific data for different teams.
Benefit: Improves organization and access to relevant information for specific tasks.
Description: The platform provides coding assistance using GPT’s functions, aiding in software development tasks.
Benefit: Supports developers in coding tasks, enhancing development efficiency.
This service automates CRM entries and provides real-time insights from client interactions, enhancing data accuracy and operational efficiency.
Description: Automatically records calls and provides real-time insights during client interactions.
Benefit: Ensures comprehensive documentation of client interactions and immediate access to insights.
Description: Transfers conversational data into the CRM automatically, ensuring up-to-date records.
Benefit: Reduces manual data entry and improves CRM data accuracy.
Description: Provides real-time analytics and insights during calls, including transcripts and key moments.
Benefit: Enhances understanding of client interactions and supports decision-making.
Description: Allows saving of valuable calls for learning and sharing in coaching rooms.
Benefit: Facilitates knowledge sharing and continuous learning within teams.
Description: Supports new hires with training videos, reducing the need for direct supervision during onboarding.
Benefit: Accelerates onboarding and reduces the burden on sales leaders.
The Use Case Factory is a collaborative platform that allows financial institutions to develop and implement AI-driven solutions tailored to their specific needs, leveraging Unique's expertise and technology.
Description: Enables financial institutions to co-develop AI solutions tailored to their needs using APIs, SDKs, and open-source collaboration.
Benefit: Ensures solutions are customized to meet specific organizational requirements.
Description: Utilizes advanced AI techniques like RAG, prompt chaining, and prompt-to-sql to enhance solution development.
Benefit: Improves the effectiveness and efficiency of AI solutions.
Description: Adapts large language models for specific corporate databases, ensuring relevant and accurate data usage.
Benefit: Enhances the relevance and accuracy of AI-driven insights.
Description: Checks data location and relevance when queries are made, ensuring accurate responses.
Benefit: Ensures data security and relevance in responses.
Description: Offers flexible deployment options, including on-premise and Microsoft Azure tenant setups.
Benefit: Provides flexibility to meet different organizational IT infrastructure needs.
Source: Pictet Case Study
Source: Pictet Case Study
Source: Corporate Banking | Unique
Source: Corporate Banking | Unique
Source: Corporate Banking | Unique
Source: Corporate Banking | Unique
"We'd like to thank [Unique] for working really hard. We're talking 4 to 5 months between the first discussions to the launch [of a GPT-Platform] to the entire bank. More than 5k employees. More than 3k have tried it. Weekly, more than 1.2k users. And this number is growing."
Steve Blanchet, Head of Tech & Innovation at Pictet Group
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"The Unique platform helps us reduce time by automating administrative work after client meetings. The fact that we can simply copy and paste the transcript into our CRM is convenient. Perhaps the biggest advantage is that we can gather and then utilize customer insights from in-person client conversations. These insights help us to better structure meetings and tailor our offerings to meet our clients' needs"
Claudia Erni, Head of Sales Management
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"Unique's AI insights help us to keep the onboarding quality high and makes sure that we hit the quota."
Lars Mangelsdorf, Co-Founder & CSO
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"It's super helpful to give our salespeople a platform where they can watch call videos without us being actively present."
Tanja Koch, Co-Founder
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"I found the solution super easy to use and the insights delivered are very powerful. This helps increase our efficiency and deliverables in conversations as well as outstanding customer service. Can only recommend."
Lara Engelien, Head of Customer Success
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"With Unique's Q-Score we see which deals are stuck, not properly updated and need management attention."
Florian Lussi, COO
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"Thanks to Unique, our CRM is updated automatically. Our team has now more time to focus on value-adding conversations with our customers."
Mathlas Brenner, Co-Founder
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"[Unique's] technology is really impressive and something that we certainly couldn't have developed internally. We've already seen some pretty spectacular results. And given the number of calls we are handling each day; those improvements can make a massive difference to our bottom line."
Will Hale, CEO at Key Group
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"LGT as a global private bank is committed to provide our clientele a personalized and tailor-made service. Together with Unique's ChatGPT-powered solution we are evaluating promising use cases to reduce administrative work and consequently enable relationship managers to spend more time with their clients. These use cases include automation of CRM entries, support information gathering, writing meeting summaries and much more."
Simon Gomez, Head Innovation Management at LGT Private Banking
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"Unique is very well positioned to help us with a number of key challenges we have, and the entire financial industry has."
David Haynal, Investment Manager
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"Unique gives us very precise data, so we can understand better which deals will come or not."
Jonas Wälti, VP Sales EMEA
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"Unique helps us a lot. When a team member misses an important call, they can watch it afterwards and switch to the key moments. One thing that will be interesting in the long-term is to review the videos and improve the way we talk and do presentations."
Olivier Laplace, Partner
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"I am blown away at the quality of transcripts and especially, because it strikes me as much harder to capture, the call summaries."
Clemens Hagg, Sales Enablement Manager
Source: Unique FinanceGPT - An AI Platform For Client Advisors
"Together with Unique, we've introduced One.Chat, a Generative AI platform that allows fast and tailored access to vast amounts of internal information and data for all our employees. This has already allowed us to reduce administrative work, speed up existing processes, improve IT support, and we are working next on increasing the effectiveness of our teams working with clients. We've also put in place a GPT solution that enables staff to use that technology safely in the workplace."
Steve Blanchet, Head of Group Technology Strategy & Innovation at Pictet
Source: Pictet Case Study
"We conducted a survey among the workforce at the end of last year. Around 400 employees took part. The result: over half of those who took part said they were able to save 1,5 hours of working time per week thanks to One.Chat. If you extrapolate that to the number of users, you get a big productivity gain."
Steve Blanchet, Head of Pictet Group Technology, Strategy & Innovation at Pictet
Source: Pictet Case Study
"The platform does in minutes what previously took employees hours to do."
Steve Blachet, Head of Pictet Group Technology, Strategy & Innovation at Pictet
Source: Pictet Case Study
"The Zurich-based company Unique, which develops a product called Finance-GPT, has just announced the go-live with its customer Pictet Group. This means that 5,000 Pictet employees can use Unique's AI platform and thus have easy access to all internal information. This example from the banking world shows that AI can easily be used even in a highly regulated environment."
Catrin Hinkel, CEO at Microsoft Switzerland
Source: Pictet Case Study
"We chose Unique for its enterprise-ready, compliant solution that addresses multiple GPT use cases and allows us to quickly accelerate the adoption of this new technology within our organization. The co-development strategy ensures that our needs are met quickly and positions us at the forefront of the industry."
Simon Gomez, Head Innovation Management at LGT Private Banking
Source: Corporate Banking | Unique
"LGT as a global private bank is committed to provide our clientele a personalized and tailor-made service. Together with Unique's ChatPGT-powered solution we are evaluating promising use cases to reduce administrative work and consequently enable relationship managers to spend more time with their clients. These use cases include automation of CRM entries, support information gathering, writing meeting summaries and much more."
Simon Gomez, Head Innovation Management at LGT Private Banking
Source: Corporate Banking | Unique
"At Pictet, we're always looking for innovative solutions to improve our clients' experience. We've had the opportunity to conduct a proof of concept with Unique's GPT-powered solution, and we're impressed by its ability to streamline our operations through automated reports generated after client conversations. This can significantly reduce administrative work, freeing up our client advisors to spend more time with their clients. Unique's platform has the potential to revolutionize the way financial advisors and relationship managers interact with their clients, making it easier to provide personalized advice and recommendations in a secure and compliant way."
Christian Janson, Head of COO Office at Pictet
Source: Corporate Banking | Unique
"One thing that will be interesting in the long-term is to review the videos and improve the way we talk and do presentations."
Olivier Laplace, Partner at Banking
Source: Corporate Banking | Unique
Problem: Needed to implement a GPT-Platform for the entire bank quickly
Value Add: Unique worked hard to develop and launch a GPT-Platform for Pictet Group in a short timeframe
Outcome: The platform was launched to the entire bank of more than 5k employees within 4 to 5 months. More than 3k employees have tried it, with over 1.2k weekly users and growing.
Source: Unique FinanceGPT - An AI Platform For Client Advisors
Problem: Needed to improve efficiency in handling a large number of daily calls
Value Add: Unique provided impressive technology that Key Group couldn't have developed internally
Outcome: Key Group has seen spectacular results, with improvements making a massive difference to their bottom line given the number of calls they handle each day.
Source: Unique FinanceGPT - An AI Platform For Client Advisors
Problem: Needed to reduce administrative work and enable relationship managers to spend more time with clients
Value Add: Unique's ChatGPT-powered solution is being evaluated for promising use cases
Outcome: LGT is exploring automation of CRM entries, support information gathering, writing meeting summaries, and more to provide personalized and tailor-made service to their clientele.
Source: Unique FinanceGPT - An AI Platform For Client Advisors
Problem: Employees dedicated considerable time to sourcing relevant information from various internal sources and performing tasks like summarization and translation.
Value Add: Unique co-developed One.Chat, a GPT-powered platform that allows easy access to internal information for Pictet employees.
Outcome: Over 5,000 Pictet employees gained access to One.Chat, which can identify relevant documents, retrieve specific answers, translate information, draft emails, assist with coding, summarize documents, and segregate information into specific groups. A survey showed that over half of the participants saved 1.5 hours of working time per week, resulting in significant productivity gains.
Source: Pictet Case Study
Problem: Needed to transform the way employees access and utilize information
Value Add: Unique collaborated with LGT to develop Lumen, an innovative chat platform
Outcome: Launched Lumen globally, accessible to over 5,300 employees worldwide, enhancing internal knowledge sharing, streamlining research processes, and providing seamless access to both internal and external resources
Source: Unique.ch Blog
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