Only 1% of your conversational data reaches your client management system, 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 meeting agenda and make predictions about the outcome of a meeting.
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.
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.
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."
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 work 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 relation manager 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."