Unique's AI-powered client intelligence platform records and analyzes your customer consultations in real-time to generate useful insights that will help you improve customer experience and data quality, automate routine tasks, and improve lead management.
Only 1% of your conversational data reaches your CRM, making it hard to predict which client is about to slip away.
Relationship managers often don’t have the capacity to fill out ALL the forms that are needed to stay compliant and report to the management.
It’s hard to follow a standardized process without a clear agenda and make predictions about the outcome of a meeting.
Always be in the loop about key transaction metrics and closing dates, thanks to Unique’s sophisticated Real-Time Insights! With Unique, the next steps are always clear and set at the end of a meeting. We will help you detect key opportunities during client conversations and follow up on them to make sure clients don’t churn away.
Investment Manager
"Unique is very well positioned to help us with a number of key challenges we have, and the entire financial industry has."
Partner
"One thing that will be interesting in the long-term is to review the videos and improve the way we talk and do presentations."