Introducing Spaces: Organize and Share Knowledge within Unique FinanceGPT
We're thrilled to announce the launch of Spaces, a new feature within Unique FinanceGPT that empowers users to create and manage custom knowledge bases tailored to specific needs. Spaces acts as a central hub for collating and organizing financial information, making it easier than ever for teams to access, gain, and share insights.
Retrieval-Augmented Generation (RAG) for Smarter Information Discovery
Imagine an AI that doesn't just spout information, but actively hunts for the best answers. That's the magic of Retrieval-Augmented Generation, or RAG. Unlike traditional AI models that operate in silos, RAG seamlessly blends its own knowledge with an external research engine, creating a powerhouse of information retrieval and generation. This fusion approach isn't just a gimmick; it's a paradigm shift that promises a future where AI can not only answer your questions, but understand the...
A Guide to Responsible AI in Business
With AI gaining popularity in the business landscape, it is becoming increasingly evident that the responsible use of generative technologies should be a top priority. Establishing trust in AI is not only advantageous for preserving a company's integrity but also underscores the organization's dedication to safeguarding client data and protecting their interests.
ChatGPT in Banking: Unique Survey Report
Explore the insights from Unique's Annual Banking Survey, where we took a close look at the day-to-day tasks in client-facing banking roles. Our goal was to understand these tasks better and find smart ways to use Unique's FinanceGPT technology to make their work easier.
ChatGPT in Banks: Statistics 2023
Unique conducted Annual Unique Banking Survey to examine the administrative responsibilities of client-facing banking roles. The survey's goal was to understand these tasks in depth to find innovative applications for Unique's FinanceGPT technology to reduce administrative workload and increase customer satisfaction.
Key Group Improve Sales Performance With Unique
Key Group are UK’s leader in their unique area of industry. By leveraging decades of experience and insight they unlock property wealth for their customers to deliver innovative products, services and advice. This helps put a fulfilling retirement within reach to all. In our new customer story, we hear from Key Group (Advice) CEO, Will Hale and Customer Engagement Director (Advice), Alec Parkinson. The Advice division’s star service is unlocking wealth for elderly homeowners, so they can access...
Unique Held The Second Strategic Advisory Board Meeting with Pictet, LGT and Partners Group
Last month, on December 15th, we held our second strategic advisory board meeting with Pictet, LGT, and Partners Group. The purpose was to leverage the collective expertise of our flagship clients with strategic impact and to collaboratively envision a secure and private FinanceGPT platform.
Interview With Young Sohn, Unique's New Investor and Advisor
We were delighted to speak with our recent investor, entrepreneur and venturer Young Sohn. His journey spans across renowned companies such as Samsung, Intel, etc., where he honed his skills in various facets of the industry. Currently, as Founding Managing Partner of the Catalyst fund backed by a $550 million early-stage venture capital fund dedicated to tech investments, Young Sohn focuses on investing in startups dealing with big data and artificial intelligence.
Pictet Launches the One.Chat Platform Co-Developed with Unique
Watch Pictet make history in the Swiss banking industry by launching the first internal, GPT-powered platform to over 5,000 employees. The groundbreaking technology is co-developed with Unique and leverages the Microsoft Azure OpenAI Services.
Prompting the Muse: The Art of AI Interaction
If you’re working with ChatGPT-like tools, you might know the struggle of carefully choosing a prompt to get a desired result from the first try. However, no matter how much you try, sometimes you need to reprompt several times before you reach your goal.
Steps to Successful AI Adoption In A Financial Institution
AI adoption is no longer an option for financial institutions; it is essential for staying competitive, enhancing customer experiences, optimizing operations, and mitigating risks. In this article, we will explore the key steps to successful AI adoption in the financial sector.
Friday Learnings Deep Dive with Stefanie Auge-Dickhut: AI and Data
In this Friday Learnings Deep Dive, Sina and Stefanie talk about artificial intelligence (AI) and its potential to reshape the future of banking. They delve into the most promising use cases for AI integration in the financial sector, pinpointing the use of language models and data analytics as the frontrunners.
Microsoft 365 Copilot & Unique: Capabilities and Applications
With rapid growth of AI sector, the need for efficient and intelligent tools has never been more evident. Here where solutions like Microsoft 365 Copilot, feature that integrates with your Microsoft 365 applications to offer advanced assistance enter into the game. Whether you're drafting a business proposal in Word, composing emails in Outlook, creating a presentation in PowerPoint, or summarizing a meeting in Teams, Copilot is designed to work alongside you, making your everyday tasks more...
Large Language Models Comparison: Unique’s Experience
In recent years, there has been a rapid development of LLMs. New models are constantly being released, each with its own strengths and weaknesses. This can make it difficult for developers and businesses to choose the right model for their application.
Consent and Compliance at Unique: A Comprehensive Guide
Unique is the leading provider for GPT-based solutions for the financial service industry (FSI) in Switzerland. Working with FSI means stringent regulations around data and consumer protection and transparency of information. In this article, we want to dive deeper into the topic of asking for client consent when working with a GPT-based technology like Unique.
Friday Learnings S2 Ep7: A Deep Dive with Flemming Weyers
In our inaugural Friday Learnings Deep Dive Conversation, Sina engages in a riveting discussion with Flemming Weyers, a seasoned managing consultant at Horváth Digital. With a rich history of working across various data facets, Flemming brings a wealth of knowledge to the table. His current role involves guiding businesses, especially financial institutions, through the maze of digital transformation and the adoption of cutting-edge technologies like generative AI.
How AI Is Helping to Make Financial Services More Inclusive
Financial inclusion is a crucial concept that aims to ensure that every individual, regardless of their income, background, or geographical location, has access to a wide range of financial services. The goal is to empower people to participate in the economy, manage their finances, and build wealth over time. Unfortunately, traditional financial systems have often excluded certain segments of the population, leaving them underserved and without adequate access to essential financial products...
Transforming Wealth Management: The Profound Impact of AI Technology
In the dynamic realm of finance, and more precisely, wealth management, a profound transformation is taking place, driven by the integration of human expertise and cutting-edge technology. In this article, we will explore how the seamless fusion of human intellect and advanced AI technology is redefining investment strategies, elevating wealth managers to new heights of performance, and delivering substantial benefits to investors in the financial landscape.
9 Most Common Misconceptions About Generative AI
As AI has been making headlines recently, many skeptics raised a series of fair questions when it comes to its safety and potential danger that it poses to the human workforce. While some of these concerns are completely substantiated, the fear and the lack of understanding of AI brought about various myths and rumors that are quite easy to debunk.
The Rising Maturity of AI in Financial Services: Stats and Trends
Undoubtedly, AI has taken the world by a storm. We’ve already covered a variety of topics about AI in the Financial Services, but now, it’s time to dive deeper into the numbers and stats in regards to generative AI adoption rate in this industry.
Friday Learnings S2 EP2: Automation in the FSI with Olivier Laplace
In this episode of Friday Learnings, we have a special guest – Olivier Laplace, a managing partner at VI Parters. Together we explore the significance of embracing AI in the financial sector and how it attracts top talent, leading to business success.
Friday Learnings S2 EP1: ChatGPT and FinanceGPT
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
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
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
🔎 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
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
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
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
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
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
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.
AI in The Payment Industry: Faster, Secure, and More Convenient
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...
Consultative Selling: How To Build Meaningful Connections with Clients
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
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
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
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.
Unique Secures Multiple PoCs With Leading Finance & Insurance Companies
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
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
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.
Fascinating B2B Sales Statistics You Need To Know About In 2022
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
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
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.
How To Create A Revenue-Generating Lead Nurturing Strategy
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
- 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
"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
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.