By matching client data with product portfolios, agents can:
- Better prepare their client meetings,
- Be more reactive during their client’s meetings to provide instant and precise information.
- Win time sending auto-generated & highly personalised follow-up emails after their client’s meeting.
View of the client portfolio
More time for client-facing activities
Increase in conversion rates
More revenue per client due to increased client-centricity
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 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."
“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."