70% of a client advisor’s working time is dedicated to administrative tasks instead of client-facing activities
"Unique is very well positioned to help us with a number of key challenges we have, and the entire financial industry has."
Head Innovation Management at LGT Private Banking
“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.”
Head of COO Office, Pictet
“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."
"One thing that will be interesting in the long-term is to review the videos and improve the way we talk and do presentations."