Client Research Agent

Overview

Streamlines client discussion preparation and research by giving relationship managers fast, unified access to client data. Example tasks include:

• Instantly generating client overviews from internal systems.
• Surfacing CRM, Outlook, and Microsoft Teams data for client conversations.
• Searching and summarizing the latest web news about clients.
• Presenting data in intuitive graphical formats.
• Enhancing client-facing preparation with digital assistance.

Case Study

Traditional Workflow:

Before client meetings, RMs typically dig through fragmented data in CRMs, email threads, and chat logs. They may also manually browse the web for updates or insights. This process is time-consuming, error-prone, and reliant on memory or note-taking, often resulting in missed opportunities or repetitive questions.

Workflow with Unique AI:

Unique’s Client Research Agent automates and condenses this entire workflow into a seamless experience. It pulls relevant data from internal systems (CRM, Outlook, Teams), organizes it visually, and layers in external research (news, insights) to deliver a comprehensive client profile in seconds. This empowers teams to personalize conversations, spot opportunities early, and build trust through preparedness.

Impact:

By reducing client research time by 30%, teams are better equipped, more productive, and can focus on building meaningful relationships, ultimately improving the cost-income ratio and enhancing the digital journey for both employees and clients.

Pricing

To find out more about pricing, reach out to us: