PostFinance and Unique will do a proof of value with Unique's sales intelligence to analyze, summarize, and document client meetings, and therefore reduce admin work for PostFinance's corporate- and retail client advisors while increasing the quality of the data.

Before Unique

CRM Updates

Only 1% of your conversational data reaches your CRM, making it hard to predict which client is about to slip away.

Compliance

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.

Agenda

It’s hard to follow a standardized process without a clear agenda and make predictions about the outcome of a meeting.

With Unique

CRM Integration

No more manual CRM updates. No more taking notes during client meetings. Unique’s got you covered. All the information mentioned will be safely transferred to and stored in your CRM. You can easily retrieve this information at any given moment.

Intelligent Meeting Agenda

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.

Real-Time Insights

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.