About BNP Paribas WM

BNP Paribas Wealth Management is the private banking division of BNP Paribas Group, serving high- and ultra-high-net-worth clients in over 30 countries. Headquartered in Paris, the bank manages €628 billion in assets and operates across the world delivering sophisticated investment strategies tailored to individual client needs.

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"We chose to partner with Unique for their combination of technological and industry expertise, their international client community, and their commitment to enterprise-grade security. By combining the speed and scalability of Unique AI with BNP Paribas Wealth Management’s deep financial expertise, our joint efforts are setting the stage for more personalized, proactive client service.”
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Chief Digital and Data Officer
Mariam Rassai

Genix Case Study

BUILT to empower
Challenges

To meet the evolving expectations of its global client base, BNP Paribas Wealth Management sought to:

  • Streamline content production across departments and languages

  • Navigate regulatory complexities while ensuring message consistency

  • Provide advisors with fast, reliable insights to enrich client interactions
BNPP WM Genix
Solutions

BNP Paribas Wealth Management partnered with Unique to build Genix, an enterprise-ready Generative AI solution for wealth management. The project focuses on developing powerful use cases like Investment Advisory Assistant.

Key solutions include:

  • Investment Content Creation and Acceleration: Unique AI helps BNPP WM revamp and accelerate the production of investment content, enabling faster creation of recommendation notes and portfolio updates.

  • Support for Relationship Managers: The platform assists RMs in their daily workflows, increasing efficiency and empowering them to deliver higher-quality service to clients.

  • Document Ingestion and Analysis: Unique AI ingests and analyzes complex documents in seconds, providing summaries and actionable insights to support better and faster decision-making.

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Impact
  • 50% of time saved on content creation

  • Stronger client engagement and higher conversion rates driven by faster, more personalized service

  • Accelerated time to market, which enables clients to seize market opportunities faster

  • More time for human advisers to focus on meaningful client interactions

BNPP WM Chat-3

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