Agentic AI in Action: Key Moments from Our Event with SIX

On March 31, Together with SIX Group, we had the pleasure of hosting an event focused on one of the most exciting developments in financial services right now: the rise of Agentic AI.

With over 200 decision-makers in the room – private banks, wealth managers, and fintech innovators – it was clear that AI in finance isn’t a distant idea anymore. It’s already here, and it’s reshaping how the industry works, delivers value, and connects with clients.

We’re moving past basic automation. Agentic AI refers to systems that can act independently—gathering context, making informed decisions, and taking actions that used to require hours of human effort.

At the event, we saw how this kind of technology is already being used successfully in complex, regulated environments.

Insights from Industry Leaders

Our panel, moderated by Unique’s CEO Manuel Grenacher, brought together experienced voices from across the industry:

Marni McManus – Country Officer, Citi Switzerland
Nic Dreckmann – COO, Julius Baer
Dave Brupbacher – CIO, SIX Group

Here’s what stood out:

• Agentic AI is already delivering real results, not just pilot projects
  
  
• Adoption isn’t only about the tech: trust, privacy, and onboarding matter just as much
  
  
• AI is starting to change the structure of financial services, not just make it faster

A Look Inside: Live Demo of the Investment Insights Agent

One of the highlights of the evening was a live demo from our Chief Commercial Officer, Anshu Kotak. She took the stage for a role-play as a Relationship Manager meeting with a client – our own CEO, Manuel.

In just a few minutes, she showed how our Investment Insights Agent can:

• Instantly research a client by pulling data from CRM, meeting notes, and the web
  
  
• Analyze company fundamentals using real-time SIX data
  
  
• Cross-check internal house views to support recommendations
  
  
• Find lower-risk ETF alternatives with exposure to a client’s stock of interest
  
  
• Package all of this into a clean, ready-to-go one-pager

“What used to take hours, now takes minutes.” – Anshu Kotak, CCO at Unique

The demo was real, fast, and relevant. It showed how Agentic AI can make relationship managers more efficient and better informed in no time.

A huge thank-you to our partners at SIX for co-hosting this event. We especially appreciate the collaboration and support from Dave Brupbacher, Dean Marti, and the entire SIX team.

This event confirmed what we already believed: AI in finance is no longer a future concept. It’s being used today to drive smarter decisions, better client experiences, and more efficient operations.

If you're ready to see how Agentic AI can work for your team, we’d love to show you👇