Supercharge Your Team With Unique
FinanceGPT

Unique FinanceGPT is a tailored solution for the financial industry that aims to increase productivity by automating manual workload through AI and ChatGPT solutions.

Less admin. More client time.

"We chose Unique for its enterprise-ready, compliant solution that addresses multiple GPT use cases and allows us to quickly accelerate the adoption of this new technology within our organization. The co-development strategy ensures that our needs are met quickly and positions us at the forefront of the industry." - Simon Gomez, Head Innovation Management at LGT Private Banking

Supercharge your Workflow with Unique FinanceGPT

We’ve created an enterprise-ready end-to-end solution, capable of supporting you every step of the way: from ideation to implementation. Everything you need is just one prompt away!

Client Insights

Begin by reviewing and summarizing client insights from previous communications in the Unique Chat: call recordings, portfolio & CRM info, etc.

Proposal Ideation

Next, engage in proposal ideation and let the platform generate a list of personalized recommendations based on the client's interests, needs and internal know-how.

Compliance Check

No need to consult 10+ internal directives. Find out if there are any legal restrictions concerning your proposal with just a few keystrokes.

Proposal Generation

Now everything is ready for you to generate your proposal. Our Unique FinanceGPT will draft a personalized proposal email or presentation for you in any language.

Customer Testimonials

David Haynal

Investment Manager

"Unique is very well positioned to help us with a number of key challenges we have, and the entire financial industry has."

Banking & Finance

Lars Mangelsdorf

Co-Founder & CSO

"Unique's AI insights help us to keep the onboarding quality high and makes sure that we hit the quota."

FinTech & Technology

Tanja Koch

Co-Founder

“ It’s super helpful to give our salespeople a platform where they can watch call videos without us being actively present."

FinTech & Technology

Lara Engelien

Head of Customer Success

"I found the solution super easy to use and the insights delivered are very powerful. This helps increase our efficiency and deliverables in conversations as well as outstanding customer service. Can only recommend."

FinTech & Technology

Jonas Wälti

VP Sales EMEA

“Unique gives us very precise data, so we can understand better which deals will come or not."

Recruitment

Simon Gomez

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 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."

Banking & Finance

Olivier Laplace

Partner

“Unique helps us a lot. When a team member misses an important call, they can watch it afterwards and switch to the key moments. One thing that will be interesting in the long-term is to review the videos and improve the way we talk and do presentations."

Banking & Finance

Florian Lussi

COO

“With Unique's Q-Score we see which deals are stuck, not properly updated and need management attention."

FinTech & Technology

Mathlas Brenner

Co-Founder

“ Thanks to Unique, our CRM is updated automatically. Our team has now more time to focus on value-adding conversations with our customers."

FinTech & Technology

Clemens Hagg

Sales Enablement Manager

"I am blown away at the quality of transcripts and especially, because it strikes me as much harder to capture, the call summaries."

FinTech & Technology

Supercharge Your Team With Unique
FinanceGPT

Before Unique