Only a small percentage of all client conversations are documented in the client management system.
Data entry after every call takes up a large portion of daily workload, which negatively impacts productivity.
As regulatory requirements become stricter, it becomes increasingly harder to train staff to follow all the procedures correctly and stay compliant.
Unique tailors its GPT solution to your needs by connecting to your data sources like regulatory documents, client-specific information, call recordings, etc., in a compliant and secure manner. It allows you to access internal information through a chat-like interface and prompt for any specific request.
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 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).
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.
FinTech & Technology
FinTech & Technology
Wealth Management & Private Banking
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 conduct a proof of concept 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 relationship managers interact with their clients, making it easier to provide personalized advice and recommendations in a secure and compliant way."
"Unique is very well positioned to help us with a number of key challenges we have, and the entire financial industry has."
Co-Founder & CSO
"Unique's AI insights help us to keep the onboarding quality high and makes sure that we hit the quota."
“ It’s super helpful to give our salespeople a platform where they can watch call videos without us being actively present."
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."
VP Sales EMEA
“Unique gives us very precise data, so we can understand better which deals will come or not."
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."
“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."
“With Unique's Q-Score we see which deals are stuck, not properly updated and need management attention."
“ Thanks to Unique, our CRM is updated automatically. Our team has now more time to focus on value-adding conversations with our customers."
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."