Contact Us
Contact Us
© 2024 Unique AG. All rights reserved.

Unique AI For Wealth Management

We help wealth managers, asset managers, and private banks transform client onboarding, compliance, and servicing with agentic AI.
BNP Paribas Testimonial
BNPP_Doors_Image
trusted by leading financial institutions

Join Our Community

We host specialized community events focused on key banking workflows, such as KYC, within our three dedicated groups: CIOs in Wealth Management, CTOs and Heads of Data in Hedge Funds, and KYC specialists. These gatherings bring together experts and peers from leading financial firms to discuss real-world challenges and share best practices.
Contact Us
Frame 2993 (6)

Recommended Agents

Client Onboarding (2)
Client Onboarding
Meeting Insights
Investment Insights
Build Custom Agentic Workflows
Client Onboarding
Reduce onboarding time by up to 60% with automated data collection and validation. The agent pre-fills client questionnaires, flags missing or inconsistent information, and compiles complete profiles from internal systems and external databases. Improve compliance accuracy, minimize manual effort, and deliver a seamless onboarding experience across every client segment.
Meeting Insights
Client Onboarding
Meeting Insights
Investment Insights
Build Custom Agentic Workflows
Meeting Insights
Save over 70% of time spent on meeting documentation and follow-up tasks. The agent transcribes calls in real time, highlights key topics, and extracts actionable insights directly into your CRM. Automatically generate structured summaries and next steps, ensuring client-facing teams stay informed, compliant, and consistently aligned.
Investment Insights Workflow 2
Client Onboarding
Meeting Insights
Investment Insights
Build Custom Agentic Workflows
Investment Insights
Personalize investment proposals in 80% less time. Leverage AI for investment research to analyze data, generate reports, and uncover actionable insights, helping your teams make faster, more informed portfolio decisions. Accelerate investment research with real-time, AI-powered financial analysis.
Learn More
Custom Module
Client Onboarding
Meeting Insights
Investment 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.
Book a Demo

Build Your Own Agents with Our SDK

Leverage the Unique SDK to co-develop agents tailored to your exact hedge fund workflows.

 

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.


 

Learn More
Frame 2967 (2)

Book a Product Demo

Watch our workflows in action and cut investment advice efforts by up to 80%
Holistic Client Research

The agent gathers insights from internal CRM records, meeting transcripts, internal notes, plus external sources, building a detailed view of what matters to the client (e.g. interests, risk preferences, sector exposure).

Asset & Company Analysis

It analyzes individual securities (e.g. earnings calls, business profile, pros & cons), shows risk/volatility metrics (live data), and cross-checks internal “house view” or opinions to see if a stock, bond, or other instrument aligns with both expected performance and the client’s profile.

Presenting & Pivoting into Recommendations

The agent generates clean, compliant pitches or one-pagers; suggests alternatives (e.g. less volatile ETFs or fund structures) if a proposal is too risky; ensures content is accuracy-checked (no hallucinations), and ready to deliver to the client.

Book a Demo
Investment Insights Workflow 1 (2)
Investment Insights Workflow 2 (1)
Investment Insights Workflow 3 (1)

BNP Paribas WM's Genix: AI Transformation at Scale

"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.”
1647510080269
Chief Digital and Data Officer
Mariam Rassai

Why Top Wealth Management Firms 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.
Group 2341 (3)
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.
Contact Us