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Unique AI For Retail Banking

We help retail banks empower relationship managers, branch managers, and contact-center teams with AI agents to turn conversations into revenue opportunities.
GKB Case Study
BCV Story
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Recommended Agents

AI agents powering efficiency and better customer experiences across the client lifecycle
Client Reasearch Retail Bank (3)
Client Research
Client Onboarding
Meeting Insights
Build Custom Agentic Workflows
Client Research
Give bankers an instant 360° view of every customer before any interaction. The agent blends CRM data, product holdings, transactions, and service history to highlight risks, opportunities, and next best actions in seconds.
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Client Onbording PB
Client Research
Client Onboarding
Meeting Insights
Build Custom Agentic Workflows
Client Onboarding
Reduce onboarding time by automating data collection and validation. The agent pre-fills forms, flags missing information, and guides bankers through compliant account opening with fewer errors and faster activation.
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Meeting Insights Retail Bank
Client Research
Client Onboarding
Meeting Insights
Build Custom Agentic Workflows
Meeting Insights
Capture, summarize, and structure every client conversation automatically. The agent updates CRM notes, creates follow-ups, and suggests next steps so bankers can focus on customers instead of admin work.
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Custom Module
Client Research
Client Onboarding
Meeting Insights
Build Custom Agentic Workflows
Build Custom Agentic Workflows
Design and automate workflows tailored to your teams directly in the Unique UI. Connect seamlessly with the tools you already use: from Salesforce, SharePoint, and Outlook to FactSet, S&P Global, LSEG, and more. Combine these integrations with our agents to streamline entire processes, from research to reporting, while staying fully LLM-agnostic so you can choose the language model that best fits your needs.
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Build Your Own Agents with Our Toolkit

Harness the power of the Unique AI Toolkit to build custom agents efficiently and securely.

 

Checkbox  Full Customization: Access APIs and Python libraries to extend functionality.

Checkbox  Enterprise Integration: Connect directly into proprietary systems and databases.

Checkbox  Best-in-Class Unstructured Data Handling: Ingest, parse, and analyze complex documents at scale.

Checkbox  Developer-Friendly: Rapid prototyping environment with governance and access controls built in.


 

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Book a Product Demo

Watch how retail bankers use Unique AI to prepare, engage, and follow up on every customer interaction.
Instant Client Call Preparation

Before a call or branch meeting, the banker opens the client profile. Unique instantly generates a briefing with products held, recent activity, service issues, and cross-sell opportunities.

Guided Conversation

During the interaction, bankers can ask Unique what to discuss, which products to propose, or whether any compliance issues must be addressed.

Automatic Follow-Up

After the meeting, Unique summarizes the conversation, updates CRM notes, creates tasks, and recommends next-best-actions automatically.

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RB workflow 2
RB workflow 3

How GKB Streamlined Operations with Unique AI

"Collaborating with Unique strengthens our position, streamlines operations and brings generative AI into the daily use of all employees. Unique has contributed to rapid and sustainable success with commitment and expertise. We look forward to implement further use cases in this collaborative partnership!"
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Head of Future Lab, Graubünden Cantonal Bank
Martin Heeb

Connect to Your Data

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Why Top Retail Banks Choose Us

SDK
Flexibility
Easily adapt AI to your organization’s needs. Unique offers pre-built agents and the ability to design custom workflows, ensuring every team can scale automation without disrupting existing processes.
Security (1)
Security
Protect sensitive financial data with enterprise-grade safeguards. Unique is built with privacy-by-design, SOC 2 compliance, and advanced governance features like data leakage prevention and access controls.
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Community
Join a growing network of leading financial institutions shaping the future of agentic AI. Unique collaborates closely with clients, co-developing solutions that address real industry challenges and deliver measurable impact.
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