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Supercharge Your Team With Our

AI Platform 

Unique cuts out manual documentation, gives advisors live assistance and analyses every meeting to identify new selling opportunities using Azure OpenAI Service's GPT model. 


Gain more time for more clients. 


Efficiency star 1 of 5 star 1 of 5 star 1 of 5 star 1 of 5 star 1 of 5


Calls made10,485


Won deals99%

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Unique Secures Multiple PoCs With Leading Finance & Insurance Companies

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Before Unique

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CRM Updates

Only 1% of your conversational data reaches your CRM, making it hard to predict which client or prospect is about to slip away.

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Call Agenda

It’s hard to follow a standardized process without a clear agenda and spot upselling and cross-selling opportunities.

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Manual Tasks

Client advisors and sales lose a lot of time on manual activities instead of spending it on building long-lasting relationships with clients.

Supercharge Client Relationships with Unique

Documentation & CRM Automation


No more manual CRM updates. No more taking notes during client meetings. Unique’s got you covered. Our platform will generate a summary after every client call/consultation using Azure OpenAI Service's GPT models and automatically transfer the data into your CRM. Focus on your clients and save 2 h 20 m of manual work per week (10 minutes per client call).

Real-Time AI Assistance


What’s really unique about our platform is that it offers you real-time AI assistance. The Unique Sidebar displays an intelligent call agenda that you can customize and follow on a call as well as the transcript, key moments, and signals. It provides you with real-time call assistance & objection handling whenever you need it. 

Improved Lead Management


Unique detects topics mentioned in a client conversation with the help of the Spider Diagram. It helps advisors and sales reps spot  relevant expressions mentioned by clients to later send them targeted offers and track new upsell and cross-sell opportunities.

Customer Testimonials

Christian Janson

Head of COO Office, Pictet

“At Pictet, we're always looking for innovative solutions to improve our clients' experience. We've had the opportunity to work with Unique's GPT-powered solution, and we're impressed by its ability to streamline our operations through automated reports generated after client conversations. This can significantly reduce administrative work, freeing up our client advisors to spend more time with their clients. Unique’s platform has the potential to revolutionize the way financial advisors and relation manager interact with their clients, making it easier to provide personalized advice and recommendations in a secure and compliant way."

Banking & Finance

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."

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Banking & Finance
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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
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Tanja Koch


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

FinTech & Technology
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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


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

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Simon Gomez

Head Innvoation 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


“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."

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Banking & Finance

Florian Lussi


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

FinTech & Technology
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Mathlas Brenner


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

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FinTech & Technology
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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

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