Wealth Management & Private Banking
Unique's client intelligence platform powered by Azure OpenAI Service's latest GPT model records and analyzes your client consultations in real-time to generate useful insights that will help you improve client experience and data quality, automate routine tasks, and improve lead management.
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PostFinance and Unique will do a proof of value with Unique's sales intelligence to analyze, summarize, and document client meetings, and therefore reduce admin work for PostFinance's corporate- and retail client advisors while increasing the quality of the data.
Before Unique
CRM Updates
Only 1% of your conversational data reaches your client management system, making it hard to predict which client is about to slip away.
Compliance
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.
Agenda
It’s hard to follow a standardized process without a clear meeting agenda and make predictions about the outcome of a meeting.
With Unique
CRM Updates
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). Additionally, you'll be able to generate custom reports based on your conversations and extract valuable information with ease.
Intelligent Meeting Agenda
Unique’s AI-powered side panel allows you to create a custom meeting agenda with a client and follow it during a meeting. Additionally, whenever the key topic pops up, Unique recognizes it, giving you a hint on what to act on next. Unique is a one-of-a-kind client management tool for relationship managers with a variety of useful functionalities.
Real-Time Insights
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.
Customer Testimonials
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."
Olivier Laplace
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."
