Only 1% of your conversational data reaches your CRM, making it hard to predict which client is about to slip away.
Relationship managers often don’t have the capacity to fill out ALL the forms that are needed to stay compliant and report to the management.
It’s hard to follow a standardized process without a clear agenda and make predictions about the outcome of a meeting.
Unique’s AI-powered side panel allows you to create a custom meeting agenda with a client and follow it during a meeting. Additionally, whenever the key topic pops up, Unique recognizes it, giving you a hint on what to act on next. Unique is a one-of-a-kind sales tool for relationship managers with a variety of useful functionalities.
Always be in the loop about key transaction metrics and closing dates, thanks to Unique’s sophisticated Real-Time Insights! With Unique, the next steps are always clear and set at the end of a meeting. We will help you detect key opportunities during client conversations and follow up on them to make sure clients don’t churn away.
"Unique is very well positioned to help us with a number of key challenges we have, and the entire financial industry has."
"One thing that will be interesting in the long-term is to review the videos and improve the way we talk and do presentations."