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Unique FinanceGPT: Product Explainer

Unique FinanceGPT is a platform that records conversations and leverages state-of-the-art AI language models to provide client advisors with augmented assistance, coaching and useful analytics. 


Unique helps to build better client relationships and automates routine tasks, which can significantly reduce the workload for client advisors. Unique provides an instant client contact summary, real-time stock transaction identification, automated CRM entries, and automatic generation of follow-up emails to assist client advisors. 


In addition, Unique’s AI technology can identify key phrases such as pain points and product mentions during client meetings. This helps advisors to spot new up- and cross-selling opportunities, which can lead to increased revenue for their organization. 


Furthermore, advisors can access all recordings at any time, enabling them to refer back to important information whenever they need it. This provides a more transparent and informed client experience.


On top of that, Unique FinanceGPT provides a real-time chat function, leveraging your company data (e.g. internal pages and documents, confluence, PowerPoint presentations or conversational data, etc.). This saves client advisors a lot of time on search for information or preparation for the call.


Unique’s ultimate goal is to build a highly secure and private platform that caters specifically to the needs of the finance industry.


Watch our new product explainer and find out what you can achieve with Unique FinanceGPT! 

Written by

Hanna Karbowski