Unique FinanceGPT

Unique uses large, pretrained AI models like GPT-3 to unlock the power of data.

Enhance client experience and data quality, automate routine tasks, align processes, and access your internal documents in a matter of seconds with Unique FinanceGPT!

Unique Chat

Unique allows you to upload and access your internal documents, presentations, manuals, client conversations at any time using a ChatGPT-like interface. It enables client advisors to ask questions about any embedded data and receive a quick response within seconds. This has a potential to help with a variety of tasks: preparation for client meetings and onboarding, quick search across company knowledge base, etc.

CRM Automation & Data-Driven Insights

Real-time Insights

The Unique Bot joins your calls automatically and triggers the start of the call recording. At the same time, the Unique Sidebar displays relevant call analytics, signals, checklist, transcript, and key moments.

Checklist

Unique lets you create custom checklists that you can use as agendas to follow on a call. The system detects the words mentioned during a call, and crosses corresponding items off the checklist.

Key Moments

With Unique, you can mark key moments during every call. These moments then appear in the recording to help you jump to key sections of the conversation faster.

Transcript

The transcript of a conversation appears in the sidebar and recognizes the speech on the go. Later, you can translate the transcript and share with your multi-lingual team.

Signals

Signals pop up in your sidebar as the reaction to key phrases, words, or competitor mentions to coach you on the most optimal ways to proceed with the conversation.

Post-Recording Insights

After the meeting has been recorded, all the crucial conversational data gets automatically transferred into your CRM and you get access to another set of important insights powered by the state-of the-art GPT technologies inside the Unique app.

Call Summary

Powered by AI, Unique transforms all the data collected during a call into a digestible summary, recapping only the most essential moments of the conversation. The summary also appears in your CRM and automates the note-taking process.

Reports

Running on the latest GPT technologies, Unique offers you to chat with your call recoding! Input any prompt like "outline the main pain points mentioned in the conversations" and get a comprehensive, detailed summary report.

To-Dos

Smart to-dos remind you about crucial moments in the call like the next steps or important questions for the buyer. By tracking your to-dos and completing them on time, you accelerate the sales cycle and improve your deals' health.

Spider Diagram

The Spider Diagram gives an overview of what was discussed across all conversations. It helps spot relevant expressions mentioned during a call to later send targeted offers to the client and track new upsell and cross-sell opportunities.

Topics

Unique leverages AI to detect various topics during your call. Whether you’re talking about competitors, pain points, or insurance needs, Unique will note it all down, and create an overview of topics for you to better prepare for the next meetings.

Deals & Cockpit

The Deals tab gives you access to your call recordings that you can share with stakeholders. Additionally, in the Cockpit, you’ll find an overview of all deals in the pipeline and relevant deal metrics: deal size, stage, forecast category, Q score, interactions, last touch, and close date.

Insights

Extract insights from every conversation thanks to Unique’s perseptive intelligence. Unique analyzes your calls and surfaces such insights as sentiments, monologues, customer speaking time, and customer views.

Coaching And Upskilling For Employees

You can save the calls that you consider of great learning value in Coaching rooms. There, you can easily share your knowledge and learn from others.

Coaching rooms also add to a faster sales onboarding. New hires experience a much more efficient onboarding process by watching training videos without sales leaders’ supervision.

For Teams

Unique helps you focus on what really matters and gives you insights into how to improve client interactions. The Unique FinanceGPT platform leverages state-of-the-art Large Langue Models to provide you with easy access to all your internal documents and directives in a matter of a single prompt. This frees up the time that you normally spend on administrative tasks and allows you to focus on your clients instead.