Corporate banking
Unique FinanceGPT platform powered by Azure OpenAI Service records and analyzes your client consultations in real-time to generate powerful insights that will help you enhance client experience and data quality, automate routine tasks, and improve lead management.
"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
Before Unique
CRM Updates
Only 1% of your conversational data reaches your client management system, 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.
Data Entry
Data entry after every call takes up a large portion of daily workload, which negatively impacts productivity.
With Unique
CRM Integration
No more manual CRM updates. No more taking notes during client meetings. Unique’s got you covered. Our platform will generate a summary after every client call/consultation using Azure OpenAI Service's GPT models and automatically transfer the data into your CRM. Focus on your clients and save 2 h 20 m of manual work per week.
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 client management 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.
Customer Testimonials
David Haynal
Investment Manager
"Unique is very well positioned to help us with a number of key challenges we have, and the entire financial industry has."
Olivier Laplace
Partner
"One thing that will be interesting in the long-term is to review the videos and improve the way we talk and do presentations."
