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Friday Learnings S2 EP1: ChatGPT and FinanceGPT
By Jared Beekhuyzen 2023.06.09
Welcome to Season 2 of Unique's Friday Learnings! In this exciting new installment, we delve deep into the world of artificial intelligence (AI) solutions and uncover the immense benefits that they bring to companies in the present day. Join us as we explore how to get started with AI, address common concerns, and carefully weigh up the pros and cons.
Optimizing Cross-Selling and Upselling in the Financial Industry
By Hanna Karbowski 2023.06.09
In the dynamic landscape of the financial industry, cross-selling and upselling have emerged as indispensable strategies for driving revenue growth and fostering stronger customer relationships. These two approaches, though similar in nature, possess distinct characteristics and play crucial roles in the pursuit of business success. By understanding the nuances and best practices associated with cross-selling and upselling, financial institutions can unlock their revenue potential, deepen...

The EU AI Act: A Comprehensive Framework for Ethical AI
By Hanna Karbowski 2023.06.06
Artificial Intelligence (AI) has become an integral part of our lives, influencing various aspects ranging from online content recommendation to cancer diagnosis and treatment. Recognizing the need to regulate this powerful technology, the European Union (EU) has proposed a groundbreaking legislation known as the EU AI Act. This pioneering law, the first of its kind by a major regulatory body, aims to establish a comprehensive framework for the ethical and responsible use of AI.

Augmented Assistance: The Real Impact of Unique | White Paper
By Hanna Karbowski 2023.05.25
🔎 Are you struggling with manual processes, lack of automation and data integration challenges in the finance and insurance industries? We have the perfect solution for you! Introducing Unique, the AI-driven platform that revolutionizes client intelligence.
Unlocking the Power of Data for Personalized Banking Experiences
By Hanna Karbowski 2023.05.19
In this digital era, customer relationships play a vital role in the success of banking institutions. Like in any industry, it's crucial for banks to capture client data and explore it further to determine certain behaviors and patterns. These clues could lead to improved customer service and to enhanced products. They can also drive business growth and even impact your reputation as well as the number of loyal clients.
Client Relationships in Banking: Top 5 Tips to Keep Clients Happy
By Hanna Karbowski 2023.05.05
The success of banks is highly dependent on building and maintaining strong relationships with clients. Customer relationships are critical to establishing trust, driving loyalty, and retaining clients. Without loyal and satisfied clients, banks would find it challenging to compete in an increasingly crowded market.



How to Use ChatGPT Securely and Responsibly
By Hanna Karbowski 2023.04.11
In the recent months, the news about ChatGPT spread like a wildfire across the globe. Everybody seems to be obsessed with it and its counterparts like Dall-E, Bing and Bard. However, in a rush to get the answer to the trickiest questions possible, we often forget about the #1 rule of conduct when it comes to any kind of new technology - restricted use of personal information.

Unique Aims to Increase Productivity for Financial Industry Professionals With Microsoft Azure OpenAI Service
By Hanna Karbowski 2023.03.28
0n the picture from left to right: Pascal Hauri (Unique), Claudio Mirti (Microsoft), Adam Goldberg (OpenAI), João Pedro Martins (Microsoft), Andreas Hauri (Unique), Simon Gomez (LGT Private Banking)
Zurich, Switzerland - March 28, 2023 - Unique AG (www.unique.ch), the Swiss-based AI-driven client intelligence platform, became one of the first startups in Europe to integrate Microsoft Azure OpenAI Service and GPT-3 to improve productivity for financial services industry professionals.


Unique Team Hosts A Successful Leader Board Meeting with Pictet and LGT
By Hanna Karbowski 2023.02.28
Last Friday marked a notable occasion for our team at Unique, as we held our first strategic advisory leader board meeting with two of our clients, Pictet and LGT. The meeting centered around exploring how we can improve the daily operations of client advisors and relationship managers by utilizing our Unique AI Platform and the Microsoft Azure OpenAI GPT-3 Service. Our objective was to provide more time to these professionals so that they can focus on delivering better service to their clients.

Revolutionize Your Workflow with GPT-Powered Reports by Unique
By Hanna Karbowski 2023.02.22
We are thrilled to announce the launch of Reports - the new feature that will revolutionize the way you perform various tasks. OpenAI’s cutting-edge language model, GPT-3, has been integrated into Reports to offer you a hassle-free and seamless experience in generating text, identifying key takeaways, and tracking essential information.

Revolutionizing Financial Services with AI: Insights from Unique's CEO
By Hanna Karbowski 2023.02.21
As technology continues to advance at an unprecedented speed, it is no surprise that the financial services industry is looking for ways to leverage emerging technologies to stay ahead of the competition.
AI in The Payment Industry: Faster, Secure, and More Convenient
By Hanna Karbowski 2023.02.20
The payment industry is rapidly changing with the advent of new technologies. AI and state-of-the-art language models like GPT-3 have the potential to revolutionize the way we make and receive payments, making the process faster, more secure, and more convenient. Imagine a world where you can easily automate manual processes that are currently required to make payments, reducing the time and cost associated with these transactions. Imagine how much time it would save for client-facing employees...


What Is GPT and How Will It Transform the Financial Sector?
By Hanna Karbowski 2023.01.24
It's become harder and harder to keep track of all the new AI advances lately. One day, you're amazed at its ability to create unique art, the next day you hear about ChatGPT, and now you're worried it will take your job.

Consultative Selling: How To Build Meaningful Connections with Clients
By Hanna Karbowski 2023.01.09
The time when pitching your product's best and most attractive features has officially passed. Sales and FSI leaders have discovered the benefits of the client-centric selling, which proved to be a much more effective way for businesses to expend and retain their pool of clients.


Sales Playbook Part I: Mid Market & Enterprise
By Hanna Karbowski 2022.12.21
With digital transformation in the B2B environment, everything around us has changed, including complex business processes. Sales cycles became longer and more elaborate, clients – more demanding, and sales strategies have been adjusting accordingly. These shifts mean that sales teams now need more knowledge and more tools to stay competitive and succeed in hitting their targets. This created a new challenge for sales leaders. Not only do they need to create more elaborate methodologies and...

Sales Vocabulary: Top SaaS Sales Notions
By Patrick Truempi 2022.12.15
It's important in sales that we mean the same things when we use sales notions and vocabulary. If that is not the case, we spend a lot of time talking about different things and not finding common ground. That is why I am defining all the terms used in the team right here.

The Unique Manifesto: How We Solve Your Business Challenges
By Patrick Truempi 2022.12.05
B2B digital interactions are increasing, and the way business is done has changed fundamentally. This is an opportunity that has been taken advantage of by the best sales organizations, while others fail to meet the challenges and are left behind.

Friday Learnings, Episode 9, Optimizing Organic Leads with Cory Schmidt
By Jared Beekhuyzen 2022.11.18
In the new episode of Friday Learnings, Alex is discussing SEO and maximizing organic leads with Cory Schmidt, the bestselling author of Brand Primacy – How Google Made Companies the Kings of Content.

Unique Secures Multiple PoCs With Leading Finance & Insurance Companies
By Hanna Karbowski 2022.11.18
Following its selection for the Kickstart program, Unique secured Proof-of-Concepts with the leading partners in the Insurance & Finance industry. Unique aims to prove that AI-based solutions can indeed revolutionize and transform client interactions and boost productivity for client advisors.

Benefits of Sales Intelligence for Sales Development Representatives
By Hanna Karbowski 2022.11.16
Over the years, Sales development has become an increasingly technology-driven function. Now, it’s not just about cold calling and following the script, it’s more about data-driven decision-making and building long-lasting relationships with a potential buyer.




Sales Intelligence: A Simple Guide For A Sales Leader
By Hanna Karbowski 2022.10.03
As a sales leader, you probably know how hard it is to maintain consistent performance in your sales team, make sure they follow the same winning strategy and keep track of all key deal metrics.
Imagine if there was a tool that could help you with all that and bring other amazing benefits like faster onboarding and easier coaching.

Gatekeepers And How to Get Past Them: 9 Useful Tips
By Hanna Karbowski 2022.09.21
Who hasn't heard at least one nightmarish story about gatekeepers? If sales reps decided to form an Avengers team, they would unite against one big bad villain - The Gatekeeper. But is it true they are your worst enemies?


Friday Learnings: Social Selling – Extra Tips with Patrick Seibt
By Jared Beekhuyzen 2022.09.06
Have you already watched our Friday Learnings episode about Social Selling? If your answer is yes, then you want to chase this amazing experience down with an "extra tips" episode. If it's a no, then you might want to check the Friday Learnings section on our blog or visit our LinkedIn.







Reliable Revenue Forecasts with Unique's Q-Score
By Hanna Karbowski 2022.07.20
How to avoid getting caught in a storm? You just check the forecast to know exactly what to expect.
With this simple formula in mind, Unique manages to solve every sales leader’s biggest headache: pipeline's unpredictability.
Friday Learnings, Episode 4, Selling to CEOs
By Jared Beekhuyzen 2022.07.15
It's not a drill... Friday Learnings is back!


Fascinating B2B Sales Statistics You Need To Know About In 2022
By Hanna Karbowski 2022.06.23
The sales statistics are constantly changing, allowing us to keep track of the B2B market size and its trends. So if you want to keep up with the times, you must be open to adjusting. That’s why today, we’ve prepared some exciting statistics to help you in your sales journey.

Top 11 Deal-Breaking Sales Mistakes To Steer Clear From
By Hanna Karbowski 2022.06.23
If you ask any sales representative whether they ever faced any problems while closing the deal, the answer will be a 100% yes.
The thing is, it takes both the experience and talent to be a great salesperson. You need to constantly practice, make mistakes and learn from them.



Sales Negotiations: Top 10 Effective Tips and Strategies
By Hanna Karbowski 2022.06.06
In the perfect world, a seller makes an offer, sets a price and the buyer is happy with it and accepts it without any second thought.
In reality, however, things are a little bit more complicated.
As a salesperson, sooner or later you come to a point when you need to negotiate, and there’s no wiggling out of this imminent and dreadful necessity.

The Ultimate Guide To A Successful Sales Interview
By Hanna Karbowski 2022.05.30
Interviews can be quite overwhelming, especially if you have high stakes in the position. However, there’s no other job that requires you to adhere to specific personality standards as much as a sales representative position.
Amplo Choose Unique Platform To Supercharge Their Sales
By Hanna Karbowski 2022.05.24




How To Create A Revenue-Generating Lead Nurturing Strategy
By Hanna Karbowski 2022.04.19
Did you know that a successful lead nurturing campaign can help generate a 47% higher average order value? In fact, without proper "convincing," many leads suddenly become cold, and a well-established lead nurturing strategy works like a microwave oven, heating and even defrosting everything it targets.

Unique raises USD $6.4 Million Seed Extension and Acquires Ciara
By Lea Bachmann 2022.04.11
- Swiss B2B SaaS sales intelligence startup adds new investors from the financial services sector
- Acquires Ciara, the real-time meeting intelligence SaaS; founders join Unique team
- Rapid growth and ongoing evolution of remote and hybrid working continues to spur uptake of AI-enabled conversational support and coaching to empower sales teams and customers

Top 8 Effective Ways To Optimize The Sales Cycle
By Hanna Karbowski 2022.04.07
"How to shorten the sales cycle?" This question bothers every sales leader who's looking for optimal ways to reach quarterly targets.
The truth is, there's no surefire blueprint that magically speeds up sales cycles on a case-by-case basis. But luckily for you, there're plenty of useful techniques you can leverage to streamline your sales cycle and maximize efforts.


Sales Onboarding: How to Optimize the Process
By Hanna Karbowski 2022.03.30
An average onboarding program for new reps is likely to be intense during the first few days and even weeks. Sales reps usually get plenty of hands-on coaching with their leaders, managers, and trainers. They learn step-by-step and get gradually integrated into the workflow.
Yokoy is boosting sales onboarding to meet quota with Unique
By Lea 2021.12.02
We are very proud to name Yokoy as one of our customers! The fintech startup automates spend management with AI and just raised US $26 million Series A funding. Expanding also means onboarding new employees which requires time.
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