Login Try our product

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. 

The startup has also secured USD $4 million in additional seed funding, bringing the total to USD $16 million. 


"We are thrilled to be working together with Microsoft and to be able to integrate Microsoft Azure OpenAI Service for our clients in the finance and insurance industries," said Manuel Grenacher, CEO of Unique AG. "This additional funding will allow us to continue to expand our services to even more clients."

With access to the most advanced AI models through Azure OpenAI Service, Unique's customers are now able to generate highly personalized reports for clients based on their conversations, providing deeper insights and improving the overall client experience. Furthermore, Unique is automating the customer relationship management (CRM) system to allow advisors to focus on serving clients instead of administrative tasks.


Andrew Reid, Global Partner Solutions Director for Microsoft Switzerland, said, “Through Unique’s use of Azure OpenAI Service, our joint customers in the financial services industry now have access to the most advanced AI models in the world, enabling them to do more with less, improve experiences for end-users, and streamline operational efficiencies.”

Unique’s report feature enables users to prompt GPT-3 and perform various tasks, including summarization, content creation, topic modeling, entity recognition, information recognition, etc. Users can use Reports to generate high-level overviews before the next client meetings, executive summaries, follow-up emails, descriptions, and announcements. Unique’s aim is to improve productivity and efficiency for financial services professionals.

Unique’s clients, who have already experienced firsthand the power of Unique’s GPT-generated reports, testify to its effectiveness:

“LGT as a global private bank is committed to provide our clientele a personalized and tailor-made service. 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,” said Simon Gomez, Head Innovation Management at LGT Private Banking. 

Unique's integration of GPT-3 into its platform underscores the company's commitment to providing clients with innovative technology and helping them improve their performance metrics.


About Unique


Founded in 2021 in Zurich, Switzerland, by Swiss entrepreneurs Manuel Grenacher (CEO) and Andreas Hauri (CTO), Unique is a venture-backed B2B SaaS platform that records client conversations and leverages state-of-the-art AI language models, namely, OpenAI’s GPT-3 to generate custom call reports. Unique’s aim is to deliver data-driven insights and assistance to client-facing teams, adding to their decision-making and helping them to gain more time for more clients.

Unique generates a call summary and updates CRM automatically. Additionally, it identifies key phrases during a client meeting to help advisors spot new upselling and cross-selling opportunities. With Unique, advisors have access to all recordings at any time, which allows them to safely store all client information for future reference. 

Written by

Hanna Karbowski