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[Unique AI Table: Spreadsheet Automation for Financial Services Teams\ \ Financial services teams spend hours gathering documents, extracting data, and building spreadsheets by hand. Unique AI Table automates that work, combining Unique AI's agentic capabilities with familiar spreadsheet functionality and collaborative workflow features. The platform pairs AI-driven accuracy with human-in-the-loop review, so financial services teams get speed without losing oversi...\ \ By Alex Albracht\ \ Jul 14, 2026\ \ Why Europe's Tech Competitiveness Runs Through Corporate Scale-Up Partnerships\ \ McKinsey published a report called "How corporate–scale-up partnering can boost Europe's tech competitiveness." It makes a point I've been living for the past few years: Europe invents well but it struggles to convert those inventions into globally competitive, scaled companies.\ \ By Manuel Grenacher\ \ Jul 14, 2026\ \ .png?length=672&name=Frame%203634%20(5).png) Standard Chartered Partners with Unique AI to Power Investment Intelligence\ \ Technology and innovation is a critical enabler for Standard Chartered’s Wealth Solutions business. So when the bank set out to accelerate its ambition as atop three wealth manager in Asia, it looked for a partner that understood both advanced technology and the fast-paced realities of banking.\ \ By Manuel Grenacher\ \ Jul 2, 2026\ \ .png?length=672&name=Frame%203634%20(1).png) Introduction to Unique AI MCP Hub: Your Secure Gateway for Enterprise Systems\ \ Over the past months we shared the vision, the orchestration and governance model, the security architecture, and the user experience behind Unique AI MCP Hub. Now, it's time to see it in action.\ \ By Jacqueline Chayet\ \ Jun 29, 2026\ \ .png?length=672&name=Screenshot%202026-06-29%20at%2014.58.55%201%20(1).png) Unique AI Release Notes: June 2026\ \ Releases 2026.24 and 2026.26 bring a practical set of improvements to the Unique AI platform this month. Three themes stand out: smoother handling of files and chat, a more polished and reliable Agentic Table experience, and important platform administration refinements that give teams greater confidence in how Unique AI is configured and maintained.\ \ By Charlotte Rudigier\ \ Jun 29, 2026\ \ .jpg?length=672&name=Blog%20Item%20(94).jpg) [AI Landscape Update: the Fable 5 Suspension and what it means for your Model Strategy\ \ There were several significant developments in the AI landscape last week. Unique AI is monitoring the situation closely and reaching out proactively to give you a clear view.\ \ By Dr. Sina Wulfmeyer\ \ Jun 16, 2026\ \ [The Use of AI in the Financial Sector: Opportunities, Compliance & a Swiss Perspective\ \ Event recap — Unique x Walder Wyss, June 9, 2026\ \ By Dr. Sina Wulfmeyer\ \ Jun 15, 2026\ \ Unique AI in New York: Building Secure AI for Hedge Funds\ \ New York has always set the pace of global finance where ideas move as fast as the markets and the next edge is never far away. It's also where the next chapter of Unique AI has begun.\ \ By Michelle Heppler, CCO\ \ Jun 10, 2026\ \ .png?length=672&name=Screenshot%202026-06-29%20at%2014.58.55%201%20(2).png) Secure AI for Hedge Funds: How to Grow AUM, Make Faster Decisions, and Stay Compliant\ \ Hedge funds have always competed on information advantage. Today, that advantage increasingly flows from artificial intelligence that's embedded directly into investment workflows, client communications, and compliance functions.\ \ By Unique AI\ \ Jun 5, 2026\ \ .jpg?length=672&name=Blog%20Item%20(89).jpg) Unique AI Release Notes: May 2026\ \ Releases 2026.20 and 2026.22 bring a meaningful set of improvements to the Unique AI platform this month. Three themes stand out: a redesigned chat experience that makes daily work faster and easier to navigate, new smarter data-handling capabilities that reduce manual effort across files and structured tables, and important platform infrastructure upgrades that keep the platform secure, fast...\ \ By Charlotte Rudigier\ \ Jun 4, 2026\ \ .jpg?length=672&name=Blog%20Item%20(87).jpg) MCP in the Enterprise: Why Operationalizing the Model Context Protocol Is the Key to Agentic AI Success\ \ AI agents are only as powerful as the infrastructure behind them. For financial institutions and enterprises investing in agentic AI, the Model Context Protocol (MCP) has quickly become the connective tissue between large language models and the real-world systems they need to act on — but deploying it safely is where most organizations get stuck.\ \ By Dana Ritter\ \ Jun 2, 2026\ \ .jpg?length=672&name=Blog%20Item%20(86).jpg) A Conversation with Dana Ritter, Unique AI’s CPO\ \ This month, we’re excited to spotlight our own Chief Product Officer, Dana Ritter, as Unique AI’s Monthly Uniquee.\ \ By Hanna Karbowski\ \ May 12, 2026\ \ .jpg?length=672&name=Blog%20Item%20(85).jpg) Unique AI Release Notes: April 2026\ \ April was a productive month for the Unique AI platform. Across two releases (2026.16 and 2026.18), we focused on three themes that matter most to your day-to-day work: giving you more control over the information you bring into conversations, making AI responses more transparent and trustworthy, and expanding the AI models available to your organisation. Here is what changed and why it matte...\ \ By Charlotte Rudigier\ \ May 8, 2026\ \ .jpg?length=672&name=Blog%20Item%20(84).jpg) Unique AI Partners with Sixsentix to Elevate Enterprise QA\ \ We’re excited to announce a new strategic partnership between Unique AI and Sixsentix, a specialist in AI-powered software test automation, QA Agents and digital companions for complex, highly regulated environments.\ \ By Michelle Heppler, CCO\ \ Apr 21, 2026\ \ .jpg?length=672&name=Blog%20Item%20(81).jpg) Unique AI Release Notes: March 2026\ \ The2026.12 and2026.14releases bring meaningful improvements across your daily workflows, from a more intuitive chat experience and smarter code execution outputs, to expanded web search capabilities and a more flexible agentic table. This month's updates are all about making Unique AI faster, clearer, and easier to act on.\ \ By Charlotte Rudigier\ \ Apr 9, 2026\ \ .jpg?length=672&name=Blog%20Item%20(80).jpg) Agentic AI in Banking: Moving Beyond Pilots to Real Impact\ \ Artificial intelligence is no longer new to banking. Most institutions have invested in it, tested use cases, and built initial applications. Yet when you look at the actual impact on operations, the results are often limited.\ \ By Manuel Grenacher\ \ Apr 8, 2026\ \ .jpg?length=672&name=Blog%20Item%20(77).jpg) A Practical Guide to AI Risk Management in Finance and the Unique AI Approach\ \ Responsible governance of Generative AI in finance is more urgent now than ever. To ground our approach in global best practice, we turned to the Handbook on Generative AI Guardrails in Banking, published in May 2025 by the Association of Banks in Singapore (ABS) — one of the most rigorous and comprehensive frameworks to emerge from any banking jurisdiction worldwide.\ \ By Dr. Sina Wulfmeyer\ \ Apr 8, 2026\ \ .jpg?length=672&name=Blog%20Item%20(76).jpg) Unique AI Joins FactSet’s AI Partner Program\ \ Unique AI is now part of the FactSet AI Partner Program. We’re thrilled to take this next step in our mission to bring secure, reliable AI tools to finance professionals everywhere.\ \ By Yannick Kaeser\ \ Apr 2, 2026\ \ .jpg?length=672&name=Blog%20Item%20(71).jpg) Customer & Product Feedback Survey : Q1 2026\ \ At Unique AI, we believe staying close to our clients is the only way to deliver bank-grade quality. We don't see ourselves as a vendor; we're a long-term partner in your AI transformation journey. That means understanding your challenges deeply, co-creating real-world use cases that drive measurable value, and empowering your teams to stay at the forefront of innovation and ahead of the comp...\ \ By Charlotte Rudigier\ \ Apr 1, 2026\ \ .jpg?length=672&name=Blog%20Item%20(67).jpg) When the Scanner Becomes the Weapon\ \ On March 19, 2026, attackers hijacked Trivy, one of the most widely used open-source security scanners in the world, and turned it into a credential-stealing backdoor active inside thousands of CI/CD pipelines. Here is how Unique AI was not among the victims, and why.\ \ By Michael Dreher, CISO\ \ Mar 31, 2026\ \ .jpg?length=672&name=Blog%20Item%20(64).jpg) Responsible AI for Private Banking: From Principles to Practice\ \ Unique has recently hosted an event on “Responsible AI for Private Banking”, bringing together academic leaders and industry practitioners to explore a central question: how can AI be deployed responsibly in one of the most sensitive and highly regulated sectors?\ \ By Dr. Sina Wulfmeyer\ \ Mar 30, 2026\ \ .jpg?length=672&name=Blog%20Item%20(58).jpg) Introducing Unique AI Academy: Master AI Skills for Financial Experts\ \ Many organizations have already taken the first step in their AI journey: deploying powerful tools and identifying high-value use cases. Yet the real challenge begins after go-live. Sustained impact depends on whether AI becomes embedded in everyday workflows, supported by the right skills, governance, and measurable outcomes.\ \ By Dana Ritter\ \ Mar 17, 2026\ \ .jpg?length=672&name=Blog%20Item%20(55).jpg) Unique AI and Mentiora Partner to Advance Reliable AI for Financial Institutions\ \ We are pleased to partner with Mentiora to further strengthen the performance and reliability of our enterprise agentic AI platform for the financial sector.\ \ By Dana Ritter\ \ Mar 17, 2026\ \ .jpg?length=672&name=Blog%20Item%20(52).jpg) [Source of Wealth Agent Demo: Reimagining KYC for Wealth Management\ \ In wealth management, verifying a client’s Source of Wealth is one of the most critical parts of the Know Your Client (KYC) process. It’s also one of the most painful.\ \ By Dana Ritter\ \ Mar 16, 2026\ \ Unique AI Release Notes: February 2026\ \ The latest two releases (2026.08 & 2026.10) introduce significant improvements across the chat experience, knowledge management, agent collaboration, and AI model infrastructure.\ \ By Charlotte Rudigier\ \ Mar 10, 2026\ \ .jpg?length=672&name=Blog%20Item%20(79).jpg) Setting the Gold Standard for AI Security: 2025 FINMA Compliance and SOC 2 Type 2 Certification\ \ As Artificial Intelligence becomes a cornerstone of the modern financial landscape, the responsibility to protect sensitive data has never been greater. Today, Unique AI is proud to announce two major milestones in our ongoing commitment to enterprise-grade security: the release of our Updated FINMA Circular 2018/3 Report and the successful completion of our SOC 2 Type 2 Audit for 2025.\ \ By Charlotte Rudigier\ \ Mar 9, 2026\ \ .jpg?length=672&name=Blog%20Item%20(50).jpg) Unique AI MCP Hub: Financial-Grade Control for Agentic AI\ \ AI adoption in financial services is accelerating. The promise of agentic workflows is clear: faster processes, smarter automation, and measurable productivity gains. The real challenge lies in doing this safely — within the strict boundaries of regulatory compliance.\ \ By Jared Beekhuyzen\ \ Mar 3, 2026\ \ .jpg?length=672&name=Blog%20Item%20(49).jpg) Building the Future of KYC: Community-Driven Innovation in Financial Services\ \ In the financial world, KYC processes remain one of the biggest operational pain points for private banks. As regulatory scrutiny increases and client expectations rise, financial institutions are looking for smarter, more scalable approaches to KYC. At Unique AI, we believe meaningful KYC innovation starts with community.\ \ By Anshu Kotak\ \ Mar 2, 2026\ \ .jpg?length=672&name=Blog%20Item%20(47).jpg) AI Agent Applications in Finance: KYC/AML, Investment Insights, and RFP/DDQ\ \ It's no secret that artificial Intelligence offers employees new ways to handle complex tasks and ai agents are at the forefront of this transformation. But what lies ahead for AI agents and what are the main applications for it in the financial industry?\ \ By Hanna Karbowski\ \ Feb 26, 2026\ \ .jpg?length=672&name=Blog%20Item%20(46).jpg) Accelerating AI in Financial Services: Why Modular Architecture Wins\ \ For many financial institutions, the path to AI change is blocked by legacy systems and fragmented data. It is also slowed by fast-changing rules, poor use case choices, weak change management, and tech limits. These issues can lead to low-quality results. Furthermore, organizations face the constant pressure to leverage existing investments to ensure they are extracting maximum value from th...\ \ By Charlotte Rudigier\ \ Feb 25, 2026\ \ .jpg?length=672&name=Blog%20Item%20(45).jpg) Agentic AI in Production: From Principles to Practical Evidence\ \ On March 18, 2026, we’ll be on stage in Zürich alongside LatticeFlow AI and industry leaders for Agentic AI in Production: Where is your Evidence?, an event focused on how agentic AI can be safely, reliably, and transparently governed in real-world deployments.\ \ By Hanna Karbowski\ \ Feb 23, 2026\ \ .jpg?length=672&name=Blog%20Item%20(44).jpg) Building Trustworthy AI Frameworks in Financial Institutions: The "What" and the "How"\ \ The conversation around trustworthy AI in financial services has reached a new level of maturity. This becomes clear in the recent SFTI roundtable discussion held at the Swiss AI Summit 2025 in Zurich, which brought together practitioners from banks, insurers, academia, and leading AI providers.\ \ By Dr. Sina Wulfmeyer\ \ Feb 13, 2026\ \ .jpg?length=672&name=Blog%20Item%20(42).jpg) Unique AI x LatticeFlow AI: Introducing FINMA-Aligned Technical Blueprint\ \ As agentic AI systems move from pilots into real banking workflows, a new question is emerging inside financial institutions: It’s no longer enough to say you follow AI governance principles. You must prove how your system behaves in practice.\ \ By Hanna Karbowski\ \ Feb 10, 2026\ \ .jpg?length=672&name=Blog%20Item%20(40).jpg) Unique AI Release Notes: January 2026\ \ We’ve rolled out two recent updates to the Unique AI Platform that focus on better document organization, clearer references, improved security, and more transparency for admins. Here’s a simple overview of what has changed and how it helps you in your daily work.\ \ By Charlotte Rudigier\ \ Feb 9, 2026\ \ .jpg?length=672&name=Blog%20Item%20(39).jpg) AI Is Changing Portfolio Management. Adoption Will Decide Who Wins.\ \ Portfolio management is entering a decisive transition. Artificial intelligence is reshaping how wealth and asset managers process data, run analysis, and scale their operations. But after years of working closely with wealth managers, one thing is clear: technology alone will not define who succeeds in this next phase. A recent Financial Times article by Yuri Bender captures this shift well....\ \ By Manuel Grenacher\ \ Jan 28, 2026\ \ .jpg?length=672&name=Blog%20Item%20(37).jpg) Introducing Sub-Agents on Unique AI\ \ Financial services workflows are inherently complex. Users interact with dozens of fragmented tools and data sources, with queries ranging from simple actions to multi-step, high-context workflows.\ \ By Charlotte Rudigier\ \ Jan 27, 2026\ \ .jpg?length=672&name=Blog%20Item%20(38).jpg) Putting AI Platforms on the Bench: How Unique AI Outperformed ChatGPT and Copilot\ \ When dealing with financial statements, regulatory filings, and high-stakes compliance tasks, speed is irrelevant if the answers are wrong. The data shows a simple fact: Unique AI delivers the most accurate, reliable analysis of complex documents, significantly outperforming both Microsoft Copilot and ChatGPT in error rate, consistency, and depth of reasoning.\ \ By Jeremy Isnard\ \ Dec 9, 2025\ \ .jpg?length=672&name=Blog%20Item%20(36).jpg) Unique MCP Hub: Towards an Agentic Workforce (Part 5)\ \ Over the last four posts, we've dissected the strategy and architecture behind our new Model Context Platform (MCP) Hub. We've explored how it provides a vision for centralized AI, a framework for robust governance and security, and a seamless experience for end-users.\ \ By Dana Ritter\ \ Dec 1, 2025\ \ .jpg?length=672&name=Blog%20Item%20(35).jpg) Is GPT 5.1 a Better Model? Here Are Our Findings\ \ We're excited to announce that GPT-5.1 is now available on our platform. As part of our commitment to transparency and giving you the best tools for your needs, we've conducted extensive benchmarking to help you understand when to use this new model versus our existing GPT-5 default.\ \ By Jeremy Isnard\ \ Nov 28, 2025\ \ .jpg?length=672&name=Blog%20Item%20(34).jpg) Agentic AI and the Future of Finance: A Conversation with Capgemini\ \ In our latest discussion with Capgemini, Unique’s CCO, Anshu Kotak, and Executive Vice President at Capgemini, Gareth Wilson, explore how Agentic AI is poised to fundamentally reshape the way banks operate.\ \ By Anshu Kotak\ \ Nov 25, 2025\ \ .jpg?length=672&name=Blog%20Item%20(32).jpg) Featured in Agefi: Unique Adds BCV to its Client List\ \ We’re excited to share that Unique has been featured in Agefi, one of Switzerland’s leading financial and economic publication, highlighting our rapid growth, industry momentum, and our newest client partnership with Banque Cantonale Vaudoise (BCV).\ \ By Manuel Grenacher\ \ Nov 19, 2025\ \ .jpg?length=672&name=Blog%20Item%20(31).jpg) Unique MCP Hub: Empowering the User, Not Just the Admin (Part 4)\ \ In this fourth installment of our MCP blog series, our CPO Dana Ritter shifts the focus from infrastructure to impact, showing how the Unique Multi-Connector Platform (MCP) Hub transforms the end-user experience. See more product-related content from Dana on his blog.\ \ By Dana Ritter\ \ Nov 10, 2025\ \ .jpg?length=672&name=Blog%20Item%20(30).jpg) Unique AI for Portfolio Managers in Action: Demo\ \ In today’s financial world, portfolio managers and investment teams juggle a complex mix of structured data, research reports, emails, market news, and internal systems. This data is scattered, lives in silos, and takes hours to piece together into meaningful decisions.\ \ By Jared Beekhuyzen\ \ Nov 7, 2025\ \ .jpg?length=672&name=Blog%20Item%20(29).jpg) Unique's MCP Governance Framework\ \ MCP (Model Context Protocol) is a new standard for connecting various data sources, enabling secure, orchestrated context sharing across agentic systems. It opens up new opportunities for financial services to leverage untapped data pools for analytics, personalization, and operational efficiency.\ \ By Dr. Sina Wulfmeyer\ \ Oct 31, 2025\ \ .jpg?length=672&name=Blog%20Item%20(25).jpg) Unique MCP Hub: Fort Knox Security for Enterprise AI (Part 3)\ \ In this installment of our MCP blog series, our CPO Dana Ritter explores how the Unique MCP Hub is engineered with a security-first mindset, delivering enterprise-grade protection through integrated data loss prevention, proactive anonymization, and immutable audit capabilities. See more product-related content from Dana on his blog.\ \ By Dana Ritter\ \ Oct 30, 2025\ \ .jpg?length=672&name=Blog%20Item%20(26).jpg) Unique MCP Hub: Orchestration and Governance in the AI Era (Part 2)\ \ In this continuation of our MCP blog series, our CPO Dana Ritter explores how the Unique Model Context Protocol (MCP) Hub brings orchestration and governance to the forefront of enterprise AI, empowering financial institutions to harness AI innovation without sacrificing control, compliance, or security. See more product-related content from Dana on his blog.\ \ By Dana Ritter\ \ Oct 22, 2025\ \ .jpg?length=672&name=Blog%20Item%20(27).jpg) The AI-Ready Board: An Interview With Phyllis Scholl\ \ In this exclusive interview, Phyllis Scholl, Chairwoman of the Board at Unique, sits down with René Schmidli to discuss what it means to build an AI-ready board and how agentic AI is already transforming the financial industry.\ \ By Hanna Karbowski\ \ Oct 20, 2025\ \ .png?length=672&name=Frame%202514%20(11).png) Unique MCP Hub: The Vision (Part 1)\ \ In this continuation of our MCP blog series, our CPO Dana Ritter takes a closer look at how we’re transforming the promise of generative AI into a secure, scalable reality for financial institutions. See more product-related content from Dana on his blog.\ \ By Dana Ritter\ \ Oct 15, 2025\ \ .jpg?length=672&name=Blog%20Item%20(28).jpg) Navigating the Hype: Four Hurdles to Adopting MCP in Financial Services\ \ In this continuation of our MCP blog series, our CPO Dana Ritter goes beyond the buzz to examine what it really takes to bring MCP to life in financial services. See more product-related content from Dana on his blog.\ \ By Dana Ritter\ \ Oct 10, 2025\ \ .jpg?length=672&name=Blog%20Item%20(19).jpg) [What Is Agentic AI and Why It’s the Next Leap in Enterprise Automation\ \ Artificial intelligence is evolving fast. We’ve all seen what generative AI can do: writing content, generating images, and analyzing data at scale. But now we live in the age of agentic AI, systems that don’t just respond, but act.\ \ By Anshu Kotak\ \ Oct 10, 2025\ \ Finding Your Users When You Can't See Them: The Product Manager's Guide to Building AI Products in Finance\ \ In this blog, our CPO Dana Ritter reveals the creative strategies Unique uses to keep the user at the center of product design in a world where those users are almost invisible. See more product-related content from Dana on his blog.\ \ By Dana Ritter\ \ Sep 25, 2025\ \ .jpg?length=672&name=Blog%20Item%20(16).jpg) Beyond Compliance: How KYC Automation Will Redefine Financial Services\ \ For decades, financial institutions have been locked in a costly race against financial crime. Spending on Know Your Customer (KYC) and Anti-Money Laundering (AML) has climbed steadily, sometimes by as much as 10% per year1. Yet results remain underwhelming. Interpol estimates that just 2% of global financial crime flows are detected1, despite the billions poured into compliance.\ \ By Manuel Grenacher\ \ Sep 23, 2025\ \ .jpg?length=672&name=Blog%20Item%20(14).jpg) Unique AI And Spaces 2.0: Boosting Adoption in Financial Services \ \ In finance, today’s challenge isn’t finding promising AI pilots, it’s scaling them across the enterprise while meeting the highest standards of security, compliance, and accuracy. Too often, projects stall between proof-of-concept and real business value because employees don’t adopt the tools.\ \ By Dana Ritter\ \ Sep 18, 2025\ \ .jpg?length=672&name=Blog%20Item%20(15).jpg) GPT-5 Benchmarking: Raising the Bar for Finance AI\ \ At Unique, precision and trust aren’t negotiable. That’s why we ran extensive benchmarks on the new GPT-5 family, comparing GPT-5, GPT-5-mini, GPT-5-nano, to our previous baseline, GPT-4o.\ \ By Jeremy Isnard\ \ Aug 29, 2025\ \ -1.jpg?length=672&name=Blog%20Item%20(13)-1.jpg) From Connectivity to Capability: How MCP Unlocks Agentic AI\ \ AI is getting smarter by the day, but here’s the problem: most of it is still stuck on the outside of enterprise systems, knocking on the door. Financial institutions, in particular, operate in complex environments like legacy software, siloed data, strict compliance rules. You can have the smartest model in the world, but if it can’t securely access the tools and information it needs, it’s n...\ \ By Hanna Karbowski\ \ Aug 8, 2025\ \ .jpg?length=672&name=Blog%20Item%20(12).jpg) [Unlocking Real ROI from Agentic AI in Financial Services\ \ The buzz around generative AI in finance is real. But results? Not always. According to McKinsey1, while over 80% of financial institutions have experimented with GenAI, few have seen meaningful return on investment (ROI). Why? Most deployments are still superficial, relying on isolated chatbots or automation scripts, not deeply embedded solutions.\ \ By Hanna Karbowski\ \ Jul 21, 2025\ \ [Unique Unveils a Dual Innovation: The Agentic Power of Unique AI Unleashed by MCP\ \ As Chief Product Officer of Unique, I am proud to announce our two-pronged strategy to address inefficiency and slow innovation in financial services. We combine the advanced, finance-focused intelligence of our Unique AI platform with the integration power of the Model Context Protocol (MCP), enabling companies to deploy a secure, agentic AI workforce within their existing operations.\ \ By Dana Ritter\ \ Jul 1, 2025\ \ [Unique Named One of Europe’s Top 100 B2B SaaS Startups\ \ We’re proud to share that Unique has been featured in the 2025 edition of Sifted’s B2B SaaS Rising 100, the definitive list of the most promising software startups across Europe and Israel. Ranked at number 86, Unique is among a select group of high-potential companies shaping the future of enterprise software.\ \ By Jasmin Markanic\ \ Jun 27, 2025\ \ BNP Paribas Wealth Management and Unique Partner on Generative AI Integration\ \ We’re proud to announce our partnership with BNP Paribas Wealth Management, a leading global bank, to integrate generative AI into their banking operations.\ \ By Manuel Grenacher\ \ Jun 24, 2025\ \ .png?length=672&name=Frame%202973%20(1).png) [How Agentic AI is Redefining Financial Services: Insights from The Blunt Dollar Podcast with Manuel Grenacher\ \ Artificial intelligence is no longer just a future vision for the financial industry. It is already reshaping how banks and service providers operate, deliver value, and grow. In a recent episode of The Blunt Dollar Podcast, Unique CEO Manuel Grenacher offered an in-depth perspective on one of the most transformative concepts emerging in this space: agentic AI.\ \ By Jasmin Markanic\ \ Jun 18, 2025\ \ [Unique’s CEO Feature In Bilanz: AI agents – The Key to Transforming The Financial Industry\ \ Banks, insurers, and private equity service providers face numerous challenges. Artificial intelligence – especially AI agents – promises relief. Bilanz spoke with Manuel Grenacher, CEO and co-founder of Unique, a pioneer in AI solutions for financial service providers, about the latest developments – and gained insight into the vision of an AI-supported future.\ \ By Hanna Karbowski\ \ Jun 6, 2025\ \ [Global AI Assurance Project: How Unique’s Use Cases Are Tested By Partner QuantPi\ \ As generative AI becomes more embedded in financial workflows, the challenge isn't just building smart tools – it's making sure they're safe, fair, and reliable. For financial institutions, where the stakes are high and the rules are strict, that assurance is non-negotiable. That’s why Unique, a pioneer in agentic AI for finance, joined forces with QuantPi, a deep-tech startup from Germany’s ...\ \ By Dr. Sina Wulfmeyer\ \ Jun 3, 2025\ \ [How Unique AI Empowers Hedge Funds and Asset Managers to Outperform in a Data-Driven Era\ \ In the high-stakes world of hedge funds and asset management, speed, precision, and adaptability define winners. Firms are expected to make lightning-fast investment decisions, uncover alpha in noisy markets, and satisfy increasingly complex regulatory frameworks, all while managing massive volumes of unstructured and fragmented data.\ \ By Hanna Karbowski\ \ May 28, 2025\ \ Unique for the Win: Award Winners of 2025\ \ At Unique, we don’t just build award-winning technology — we’re powered by award-winning people. In Unique for the Win: Award Winners of 2025, we’re proud to celebrate the incredible individuals whose innovation, leadership, and dedication have earned them some of the industry’s highest honors this year. From breakthrough achievements in generative AI to standout contributions in data science...\ \ By Hanna Karbowski\ \ May 27, 2025\ \ .png?length=672&name=Frame%202514%20(9).png) [How Hedge Funds Are Using Agentic AI: Insights from the Unique x Kadoa Dinner\ \ In today’s high-stakes investment landscape, portfolio managers are drowning in data while racing against the clock to make critical decisions. The promise of AI, especially agentic AI, is no longer a futuristic vision but a present-day necessity. That’s why we organized a dinner with a select group of experts from various U.S. hedge funds and asset managers to uncover valuable insights into ...\ \ By Zach Fong\ \ May 27, 2025\ \ [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.\ \ By Hanna Karbowski\ \ May 6, 2025\ \ [Success Story: Our Journey to ISO/IEC 42001 Certification\ \ The certification has not only enhanced client trust and competitive differentiation but also positioned Unique as a leader in responsible AI within the financial services sector, providing a strong foundation for future growth.\ \ By Dr. Sina Wulfmeyer\ \ May 6, 2025\ \ [AI Adoption in Swiss Financial Services: Where do we currently stand? \ \ The Swiss Financial Services sector is rapidly embracing artificial intelligence (AI), as revealed by a recent survey conducted by the Swiss Financial Market Supervisory Authority (FINMA). The survey, carried out between November 2024 and January 2025, highlights the widespread adoption of AI, with nearly 50% of institutions already utilizing AI technologies and another 25% planning to do so ...\ \ By Dr. Sina Wulfmeyer\ \ Apr 30, 2025\ \ The Myth of the Data Moat in Vertical AI\ \ “Data moats” have become a buzzword in AI. Especially in vertical AI companies, the idea is often treated as a core requirement for defensibility. Greylock recently shared a take on this, sparking interest among VCs. At Unique, we’ve spoken to many investors about where they see real data moats—and got no clear answers. Their feedback mostly echoed Greylock. But when we asked other GenAI comp...\ \ By Andreas Hauri\ \ Apr 14, 2025\ \ .png?length=672&name=Blog%20Andreas%20(4).png) Smarter Investment Advice in Minutes: Meet Our Investment Insights Agent\ \ According to recent studies, 1 in 4 relationship managers are dissatisfied at work, due to the lack of tools to efficiently do their job. At Unique, our goal is to develop solutions that help relationship managers and advisors deliver comprehensive, personalized investment advice without spending hours on manual research.\ \ By Jared Beekhuyzen\ \ Apr 9, 2025\ \ .png?length=672&name=Blog%20Andreas%20(3).png) Insights from Martin Heibel’s Interview with Private Banking Magazin\ \ At Unique, we believe the future of financial services is agentic. That’s the core message from Martin Heibel, our Managing Director Germany, in his recent in-depth interview with Private Banking Magazin. In the conversation, Martin shares how our AI technology is reshaping the way private banks, wealth managers, and investment firms operate – unlocking massive gains in efficiency, accuracy, ...\ \ By Hanna Karbowski\ \ Apr 8, 2025\ \ .png?length=672&name=Blog%20Andreas%20(2).png) How SIX Leverages a Scalable, Secure AI Platform with Unique\ \ Agentic AI is full of potential – but bringing that potential to life in a highly regulated industry like finance is no small feat. At Unique, we’re proud to share how we’ve done exactly that with SIX, one of the most trusted financial infrastructure providers in Europe.\ \ By Jared Beekhuyzen\ \ Apr 3, 2025\ \ .jpg?length=672&name=Blog%20Item%20(11).jpg) [Unique Partners with Capgemini to Drive Generative AI Adoption in Wealth Management\ \ Zurich, March 31, 2025 – We are thrilled to announce a partnership between Unique, the AI-driven automation leader in financial services, and Capgemini, a global expert in business and technology transformation. This collaboration marks a significant step in accelerating the adoption of Generative AI (GenAI) across the wealth management industry.\ \ By Hanna Karbowski\ \ Apr 3, 2025\ \ Rethinking Data Management for Financial AI Agents\ \ 2025 is the year of financial AI agents. These intelligent systems are transforming the financial services industry, automating workflows, and enhancing decision-making. But there’s one critical challenge: data quality. Without well prepared, high-quality data, even the most advanced AI agents will struggle to deliver accurate and reliable insights.\ \ By Andreas Hauri\ \ Mar 26, 2025\ \ -png.png?length=672&name=Blog%20Andreas%20(1)-png.png) [The Future of Agentic AI for Banks: A Conversation with Unique's Chief Commercial Officer\ \ The financial services industry is being fundamentally transformed by the advent of GenAI software for finance. As institutions struggle with increasing regulatory pressures and operational inefficiencies, AI-driven automation is emerging as a game-changer. At Unique, we're leading the way in creating agentic AI for banks, redefining how financial institutions automate their back and middle-o...\ \ By Hanna Karbowski\ \ Mar 21, 2025\ \ Building an Agentic Bank: Unique's Plans After Series A\ \ In February, we announced our USD $30 million Series A round, led by CommerzVentures and DN Capital, with continued participation from existing seed investors including VI Partners and Pictet Group. This marked an exciting new chapter for our mission: to redefine efficiency and accuracy in financial services through agentic AI.\ \ By Hanna Karbowski\ \ Mar 19, 2025\ \ .jpg?length=672&name=Blog%20Item%20(10).jpg) Unique's ISO 42001 Certification: Responsible AI in Financial Services\ \ At Unique, we’ve always believed that artificial intelligence should be built on trust, transparency, and accountability, especially in the highly regulated world of Financial Services. That’s why we are proud to announce that Unique has officially achieved ISO 42001 certification, making us the first European AI company in the Financial Services sector to reach this important milestone.\ \ By Hanna Karbowski\ \ Mar 13, 2025\ \ .png?length=672&name=Frame%202671%20(1).png) Global Media Spotlights Our $30M Series A Funding\ \ At Unique, we are thrilled to see our $30M Series A funding announcement making waves across top-tier media outlets worldwide. We're incredibly excited to see so much enthusiasm around our work in agentic AI for financial services. This funding gives us the momentum to take our solutions even further, especially as we expand into the U.S. market and continue pushing the boundaries of innovati...\ \ By Hanna Karbowski\ \ Mar 6, 2025\ \ .png?length=672&name=Frame%202670%20(10).png) How Unique Uses GObugfree to Enhance Security in the Financial Sector\ \ Unique, a pioneer in developing generative AI solutions for the financial sector, skillfully navigates between rapid development and the strict compliance and security requirements of its highly regulated and risk-averse customers. How does a bug bounty program fit into this scenario? In an industry that is characterized by innovation and strict regulations in equal measure, Unique is setting...\ \ By Hanna Karbowski\ \ Mar 4, 2025\ \ .jpg?length=672&name=Blog%20Item%20(9).jpg) Unique Secures USD $30 Million Series A to Pioneer Agentic AI Workforce in Financial Services\ \ The USD $30m Series A round led by CommerzVentures and DN Capital saw continued participation from VI Partners and Pictet Group\ \ By Manuel Grenacher\ \ Feb 27, 2025\ \ .png?length=672&name=Frame%202670%20(7).png) Unique Achieves SOC 2 Type 2 Compliance: Elevating Trust in AI for Financial Services\ \ At Unique, we're thrilled to announce our recent achievement of SOC 2 Type 2 compliance. As a leading provider of GenAI solutions for financial services (FS), this milestone underscores our dedicated commitment to security, reliability, and trust.\ \ By Daylan Araz\ \ Feb 21, 2025\ \ .png?length=672&name=Frame%202670%20(1).png) Highlights from Unique’s Third Strategic Advisory Board Meeting\ \ On February 3rd, Unique hosted its third Strategic Advisory Board meeting, bringing together an impressive lineup of key clients, including Julius Baer, LGT, Pictet Group, SIX, and others. This gathering was a pivotal moment for us to leverage the collective expertise of our flagship clients, collaboratively envision the future of the agentic bank, and prioritize our roadmap.\ \ By Yannick Kaeser\ \ Feb 6, 2025\ \ .jpg?length=672&name=Blog%20Item%20(8).jpg) Accelerating AI Adoption in Financial Services with Unique\ \ Why AI is Transforming Financial Services The financial services (FS) industry is rapidly adopting AI to enhance efficiency, improve decision-making, and optimize workflows. From automating compliance processes to streamlining customer interactions, AI is becoming a strategic advantage for financial institutions.\ \ By Hanna Karbowski\ \ Jan 30, 2025\ \ .jpg?length=672&name=Blog%20Item%20(7).jpg) [Metzler Bank and Award-Winning Swiss GenAI Expert Unique Announce Innovation Partnership\ \ Zurich, 22 January 2025 – Unique AG, an award-winning company specializing in AI-driven solutions for financial services, is thrilled to announce a new partnership with the Frankfurt-based bank B. Metzler seel. Sohn & Co. AG (Metzler), the oldest German private bank in continuous family ownership at 350 years old. This collaboration underscores Metzler's commitment to leveraging cutting-e...\ \ By Manuel Grenacher\ \ Jan 24, 2025\ \ Unique Is Fully Compliant With FINMA Guidance 08/2024\ \ Executive Summary:FINMA focuses on Governance, Inventory and Risk Classification, Data Quality, Tests & Ongoing Monitoring, Documentation, Explainability and Independent Review. Unique has developed an AI Governance framework with extensive operationalization which covers all of these points. We also have comprehensive systems in place to keep track of our AI use cases and assess their ri...\ \ By Dr. Sina Wulfmeyer\ \ Jan 21, 2025\ \ .jpg?length=672&name=Blog%20Item%20(6).jpg) Unique & One. Chat in Citi GPS Report\ \ Happy to announce that Unique has been prominently featured in the latest Citi GPS Report titled Agentic AI: Finance & the 'Do It For Me' Economy. The paper focuses on agentic AI's applications in the real world and its potential to transform the financial sector by enabling autonomous decision-making and driving the next wave of innovation and productivity.\ \ By Hanna Karbowski\ \ Jan 20, 2025\ \ .png?length=672&name=Group%202357%20(1).png) The Rise of AI Agents: Redefining the Future of SaaS Applications\ \ Artificial intelligence (AI) is no longer a mere tool to optimize workflows—it is rapidly becoming the central driver of innovation and transformation in business operations. As outlined by Satya Nadella, the CEO of Microsoft, this shift is poised to disrupt traditional tools and workflows, making way for a new generation of AI-driven applications. Nadella highlights a visionary perspective w...\ \ By Hanna Karbowski\ \ Jan 7, 2025\ \ .jpg?length=672&name=Blog%20Item%20(4).jpg) Lumen: Illuminating the Way to Innovation for LGT\ \ With the launch of Lumen, a platform created in partnership with Unique to help employees work smarter, faster and more accurately, LGT Private Banking has taken a big step forward in its AI journey. Designed to be secure and user-friendly, Lumen is already making a difference across the company.\ \ By Jared Beekhuyzen\ \ Dec 19, 2024\ \ .jpg?length=672&name=Blog%20Item%20(2).jpg) [Unique Presents an AI-Powered Platform Driving Efficiency for LGT\ \ Zurich, Switzerland – 19.12.2024 – Unique is proud to announce the global rollout of Lumen, a GenAI platform designed to transform the way private banking employees access and utilize information. Lumen's innovative capabilities will now empower around 5000 employees at LGT Private Banking worldwide, enabling smarter workflows and enhancing operational efficiency.\ \ By Manuel Grenacher\ \ Dec 19, 2024\ \ GenAI in Finance – An Insight into Relevant Data Protection Issues\ \ The discussion around data protection and data security extends to generative artificial intelligence (GenAI), which, despite its innovation potential, brings new challenges to protecting sensitive data. Particularly in highly regulated industries like the financial sector, data protection in the context of GenAI is of crucial importance. This article explains how companies can strategically ...\ \ By Dr. Sina Wulfmeyer\ \ Dec 12, 2024\ \ .jpg?length=672&name=Blog%20Item%20(1).jpg) [Exploring Secure GenAI in the Finance Industry with ExpeditionFinance\ \ At Unique, we are constantly pushing boundaries to transform how financial services can leverage artificial intelligence. This vision was recently brought to life when our Chief Data Officer Dr. Sina Wulfmeyer participated in the ExpeditionFinance - Deutsche Bank series, hosted by Jürgen Schmitt, an influencer in banking and finance from Germany. The series, known for simplifying complex fina...\ \ By Hanna Karbowski\ \ Dec 12, 2024\ \ [SIX Introduces Unique AI to Boost Employee Capabilities with Generative AI\ \ Zurich, Switzerland – 21.11.2024 – SIX, a leading provider of financial market infrastructure and services in securities, financial information and payments, rolled out Unique's innovative artificial intelligence platform, called SIX Sense, to its more than 4,000 employees. This initiative will equip employees with the advanced capabilities of Unique AI, to streamline access to internal infor...\ \ By Hanna Karbowski\ \ Nov 21, 2024\ \ AI Governance White Paper (Part III): Industry Leaders' Opinions\ \ Navigating the world of artificial intelligence (AI) governance can be challenging, especially in the financial services sector, where trust, safety, and accountability are essential. Our latest white paper, part of the Unique AI Governance Series, dives deep into these issues, sharing valuable insights from leaders at major banks, insurance firms, and regulatory bodies. This document, distil...\ \ By Dr. Sina Wulfmeyer\ \ Nov 12, 2024\ \ .png?length=672&name=Blog%20Item%20(99).png) What Are Agentic Workflows and How Can They Help Finance Institutions?\ \ Agentic workflows, powered by AI, are revolutionizing financial institutions by automating complex processes, enhancing efficiency, and delivering precise, data-driven insights. In this blog post you'll find out what agentic means, where it's applicable and how Unique is using agentic workflows in its product - Unique FinanceGPT.\ \ By Hanna Karbowski\ \ Oct 22, 2024\ \ .png?length=672&name=Blog%20Item%20(97).png) Unique Recognized in Accel’s 2024 Euroscape: Top 100 AI Companies\ \ We are excited to announce that Unique has been named one of the top 100 AI companies in Accel’s 2024 Euroscape report, unveiled at SaaStock in Dublin. This prestigious recognition highlights our commitment to advancing AI-driven automation and innovation in the financial industry. As AI continues to reshape the global tech landscape, Unique’s inclusion in this list underscores the growing im...\ \ By Hanna Karbowski\ \ Oct 22, 2024\ \ .png?length=672&name=Blog%20Item%20(96).png) Friday Learnings S3 E6: Personalisation & Co-Development\ \ In this episode of Friday Learnings, hosted by Jen White, the focus is on the power of personalization and co-development within AI platforms, particularly in the financial sector.\ \ By Jared Beekhuyzen\ \ Sep 12, 2024\ \ .png?length=672&name=Blog%20Item%20(93).png) Friday Learnings S3 E7: Personalisation & Co-Development, Pt. 2\ \ In this continuation of the previous episode, the focus is on the critical role of user interface (UI) design and how personalization enhances the customer experience with Unique's Finance GPT platform.\ \ By Jared Beekhuyzen\ \ Sep 12, 2024\ \ .png?length=672&name=Blog%20Item%20(94).png) Unique AI Governance Framework\ \ This is the second part of our AI Governance Series which will focus on how we operationalize the Unique AI Governance Framework. We have already published the first part of this series which focuses on “What is AI Governance about?”.\ \ By Dr. Sina Wulfmeyer\ \ Sep 11, 2024\ \ .png?length=672&name=Blog%20Item%20(78).png) The EU AI Act: A Comprehensive Framework for Ethical AI\ \ Recognizing the need to regulate AI, the European Union (EU) has proposed a groundbreaking legislation known as the EU AI Act. This pioneering law, the first of its kind by a major regulatory body, aims to establish a comprehensive framework for the ethical and responsible use of AI.\ \ By Hanna Karbowski\ \ Sep 1, 2024\ \ .png?length=672&name=Blog%20Item%20(68).png) What is AI Governance about?\ \ This series explores the coming of GenAI and how it has been framed in a governance context thus far. It also touches on the differences in definitions of AI Governance and how Unique defines AI Governance for Financial Services, namely, our AI principles and their operationalization. It encompasses the implementation through processes, procedures, policies, and regulations to ensure that Fin...\ \ By Dr. Sina Wulfmeyer\ \ Aug 23, 2024\ \ .png?length=672&name=Blog%20Item%20(29).png) LGT Launches Their Own Unique FinanceGPT Platform\ \ LGT, in collaboration with Unique, has officially launched Lumen, an innovative chat platform designed to transform the way LGT employees access and utilize information.\ \ By Hanna Karbowski\ \ Aug 13, 2024\ \ .png?length=672&name=Blog%20Item%20(83).png) Swiss Hacks Highlights: Microsoft/Unique Challenge\ \ Two weeks ago, our data science team were a part of the Hackathon, organized by Swiss Financial Innovation Desk and Tenity, and presented a challenge in collaboration with Microsoft.\ \ By Hanna Karbowski\ \ Jul 25, 2024\ \ .png?length=672&name=Blog%20Item%20(87).png) Unique Featured in AGEFI\ \ We are thrilled that Unique has been featured in a recent article by Pascal Schmuck (AGEFI), highlighting our pioneering work in artificial intelligence (AI) within the finance sector. This recognition underscores our commitment to revolutionizing finance through innovative AI solutions.\ \ By Hanna Karbowski\ \ Jul 23, 2024\ \ .png?length=672&name=Blog%20Item%20(80).png) Friday Learnings S3 E4: Security & Compliance Pt.1\ \ In this episode of Friday Learnings, host Nicole Nielson explores innovation within the financial sector, particularly focusing on security and compliance in AI and GPT technologies. The discussion emphasizes the distinct features and advantages of Unique's finance-specific GPT platform compared to more generalized AI platforms.\ \ By Jared Beekhuyzen\ \ Jul 23, 2024\ \ .png?length=672&name=Blog%20Item%20(18).png) Friday Learnings S3 E3: Robust Architecture Pt.3\ \ In the third and final segment of the conversation with Unique's CTO Andreas Hauri, the focus is on the importance of defining use cases for AI and GenAI platforms and how these platforms should support the addition of use cases over time.\ \ By Jared Beekhuyzen\ \ Jul 23, 2024\ \ .png?length=672&name=Blog%20Item%20(17).png) Friday Learnings S3 E5: Security & Compliance Pt.2\ \ In the continuation of the Friday Learnings episode about Security & Compliance, the focus shifts to practical advice for financial institutions considering the implementation of a GPT platform. The discussion addresses the balance of rewards versus risks and offers strategic guidance.\ \ By Jared Beekhuyzen\ \ Jul 23, 2024\ \ .png?length=672&name=Blog%20Item%20(19).png) Friday Learnings S3 E2: Robust Architecture Pt.2\ \ In the second part of these FL series, the discussion focuses on the challenges and considerations for organizations looking to build their own AI platforms. Andreas Hauri emphasizes that while it's possible for any organization to build a software platform, it requires significant effort and expertise to bring AI projects into production and make them scalable and enterprise-ready.\ \ By Jared Beekhuyzen\ \ Jul 23, 2024\ \ .png?length=672&name=Blog%20Item%20(16).png) Set Yourself for Success: A Guide to Implementing Unique FinanceGPT\ \ Unique FinanceGPT is a cutting-edge AI-powered platform designed to enhance financial operations by automating tasks, improving accuracy, and ensuring compliance.\ \ By Hanna Karbowski\ \ Jul 15, 2024\ \ .png?length=672&name=Blog%20Item%20(49).png) Unique Holds Thier Third Baking Event together with Julius Bär\ \ Earlier this week, Unique hosted a dynamic event that brought together top-notch professionals from the banking and wealth management world.\ \ By Hanna Karbowski\ \ Jun 26, 2024\ \ .png?length=672&name=Blog%20Item%20(55).png) AI in Wealth Management: How GenAI is Transforming Client Service\ \ Forget spreadsheets and endless paperwork. The wealth management industry is undergoing a seismic shift, and at the forefront is generative AI. This powerful technology is empowering advisors to ditch the mundane and focus on what truly matters: building strong client relationships and delivering exceptional financial experiences.\ \ By Hanna Karbowski\ \ Jun 14, 2024\ \ .png?length=672&name=Blog%20Item%20(57).png) Friday Learnings S3 E1: Unique's Architecture with Andreas Hauri\ \ Welcome to a New Season of Friday Learning where we unveili Finance in Unique FinanceGPT. In this season, we'll be diving deep into the world of finance with a special focus on Unique FinanceGPT, an AI-powered platform designed to equip you with the knowledge and tools to navigate the future of this dynamic field.\ \ By Jared Beekhuyzen\ \ May 21, 2024\ \ .png?length=672&name=Blog%20Item%20(15).png) Responsible AI: Questions & Answers\ \ Responsible AI refers to the practice of designing, developing, and deploying artificial intelligence with good intention to empower users and society at large.\ \ By Salvatore Gargiulo\ \ Apr 23, 2024\ \ .png?length=672&name=Blog%20Item%20(20).png) Demystifying the Developer's Toolkit: A Guide to SDKs in Programming\ \ Software development is often likened to a complex dance between functionality and efficiency. Developers continuously juggle numerous tasks, ensuring every part of the code works seamlessly together. But what if there was a toolbox filled with pre-built components to streamline the process and reduce the workload?\ \ By Hanna Karbowski\ \ Apr 18, 2024\ \ .png?length=672&name=Blog%20Item%20(34).png) Empowering Innovation: A Closer Look at Our Platform with LGT\ \ Unique held a strategic meeting with the LGT AI team. It was a dynamic session filled with insights, demos, and discussions aimed at empowering LGT to leverage our platform to its fullest potential. Here’s a glimpse into what transpired:\ \ By Hanna Karbowski\ \ Apr 11, 2024\ \ .png?length=672&name=Blog%20Item%20(89).png) Introducing Spaces: Organize Knowledge within Unique FinanceGPT\ \ We're thrilled to announce the launch of Spaces, a new feature within Unique FinanceGPT that empowers users to create and manage custom knowledge bases tailored to specific needs. Spaces acts as a central hub for collating and organizing financial information, making it easier than ever for teams to access, gain, and share insights.\ \ By Thea Kitzinger\ \ Mar 27, 2024\ \ .png?length=672&name=Blog%20Item%20(67).png) Retrieval-Augmented Generation (RAG) for Smarter Information Discovery\ \ Imagine an AI that doesn't just spout information, but actively hunts for the best answers. That's the magic of Retrieval-Augmented Generation, or RAG.\ \ By Hanna Karbowski\ \ Mar 10, 2024\ \ .png?length=672&name=Blog%20Item%20(85).png) ChatGPT in Banking: Unique Survey Report\ \ Explore the insights from Unique's Annual Banking Survey, where we took a close look at the day-to-day tasks in client-facing banking roles. Our goal was to understand these tasks better and find smart ways to use Unique's FinanceGPT technology to make their work easier.\ \ By Dr. Sina Wulfmeyer\ \ Feb 22, 2024\ \ .png?length=672&name=Blog%20Item%20(32).png) A Guide to Responsible AI in Business\ \ With AI gaining popularity in the business landscape, it is becoming increasingly evident that the responsible use of generative technologies should be a top priority.\ \ By Hanna Karbowski\ \ Feb 20, 2024\ \ .png?length=672&name=Blog%20Item%20(47).png) ChatGPT in Banks: Statistics 2023\ \ Unique conducted Annual Unique Banking Survey to examine the administrative responsibilities of client-facing banking roles. The survey's goal was to understand these tasks in depth to find innovative applications for Unique's FinanceGPT technology to reduce administrative workload and increase customer satisfaction.\ \ By Dr. Sina Wulfmeyer\ \ Feb 19, 2024\ \ .png?length=672&name=Blog%20Item%20(79).png) Key Group Improve Sales Performance With Unique \ \ Key Group are UK’s leader in their unique area of industry. By leveraging decades of experience and insight they unlock property wealth for their customers to deliver innovative products, services and advice. This helps put a fulfilling retirement within reach to all.\ \ By Jared Beekhuyzen\ \ Feb 5, 2024\ \ .png?length=672&name=Blog%20Item%20(82).png) Banks Welcome AI: Insights from NZZ\ \ The cooperation between Unique and Pictet has yet again been mentioned in one of the most reputable news outlets in Switzerland, The Neue Zürcher Zeitung (NZZ) by Andre Müller.\ \ By Hanna Karbowski\ \ Jan 31, 2024\ \ .png?length=672&name=Blog%20Item%20(63).png) Swiss Banks Deploy AI: Insights From Handelszeitung\ \ Unique's AI solution, Finance GPT, has been featured in an article by Handelszeitung, highlighting our transformative impact in the banking sector.\ \ By Hanna Karbowski\ \ Jan 23, 2024\ \ .png?length=672&name=Blog%20Item%20(41).png) Unique Held The Second Strategic Advisory Board Meeting with Pictet, LGT and Partners Group\ \ Last month, on December 15th, we held our second strategic advisory board meeting with Pictet, LGT, and Partners Group. The purpose was to leverage the collective expertise of our flagship clients with strategic impact and to collaboratively envision a secure and private FinanceGPT platform.\ \ By Yannick Kaeser\ \ Jan 16, 2024\ \ .png?length=672&name=Blog%20Item%20(52).png) Unique Has Officially Received ISO 9001 and ISO 27001 Certifications\ \ Tuesday, June 13, 2023 – Unique has officially received ISO 9001 and ISO 27001 Certifications.\ \ By Hanna Karbowski\ \ Jan 14, 2024\ \ .png?length=672&name=Blog%20Item%20(42).png) Interview With Young Sohn, Unique's New Investor and Advisor\ \ We were delighted to speak with our recent investor, entrepreneur and venturer Young Sohn. His journey spans across renowned companies such as Samsung, Intel, etc., where he honed his skills in various facets of the industry.\ \ By Hanna Karbowski\ \ Dec 22, 2023\ \ .png?length=672&name=Blog%20Item%20(58).png) Top Swiss Banks Embrace GenAI Transformation with Unique FinanceGPT\ \ Zurich, Switzerland - 19.12.2023 - Unique AG (www.unique.ch), the Swiss-based AI-driven FinanceGPT company, announced an official go-live with their client Pictet Group.\ \ By Hanna Karbowski\ \ Dec 19, 2023\ \ .png?length=672&name=Blog%20Item%20(59).png) Pictet Launches the One.Chat Platform Co-Developed with Unique\ \ Watch Pictet make history in the Swiss banking industry by launching the first internal, GPT-powered platform to over 5,000 employees. The groundbreaking technology is co-developed with Unique and leverages the Microsoft Azure OpenAI Services.\ \ By Jared Beekhuyzen\ \ Dec 19, 2023\ \ .png?length=672&name=Blog%20Item%20(90).png) Elevating Customer Experience: The Role of AI in Insurance\ \ Discover how AI is revolutionizing the insurance industry and enhancing customer experience.\ \ By Hanna Karbowski\ \ Nov 29, 2023\ \ .png?length=672&name=Blog%20Item%20(81).png) Navigating AI Challenges in Finance: Dr. Sina Wulfmeyer's Perspective\ \ By Hanna Karbowski\ \ Nov 29, 2023\ \ .png?length=672&name=Blog%20Item%20(30).png) Unique On Tour: Strengthening Our Bond With Romandie Clients\ \ This October, we organised another tour to Geneva to showcase our commitment to building meaningful connections with potential clients and celebrating success with the existing ones.\ \ By Hanna Karbowski\ \ Oct 19, 2023\ \ .png?length=672&name=Blog%20Item%20(53).png) Steps to Successful AI Adoption In A Financial Institution\ \ AI adoption is no longer an option for financial institutions; it is essential for staying competitive, enhancing customer experiences, optimizing operations, and mitigating risks. In this article, we will explore the key steps to successful AI adoption in the financial sector.\ \ By Hanna Karbowski\ \ Oct 6, 2023\ \ .png?length=672&name=Blog%20Item%20(64).png) Friday Learnings S2: Deep Dive with Stefanie Auge-Dickhut\ \ In this Friday Learnings Deep Dive, Sina and Stefanie talk about artificial intelligence (AI) and its potential to reshape the future of banking. They delve into the most promising use cases for AI integration in the financial sector, pinpointing the use of language models and data analytics as the frontrunners.\ \ By Jared Beekhuyzen\ \ Sep 15, 2023\ \ .png?length=672&name=Blog%20Item%20(8).png) Microsoft 365 Copilot and Unique AI: How They Compare for Financial Services\ \ AI tooling has matured fast, and general-purpose assistants are now part of everyday work. Microsoft 365 Copilot is one of the most visible examples, sitting inside the applications most teams already use. For drafting, summarizing, and other routine tasks, it does a genuinely useful job.\ \ By Dana Ritter\ \ Sep 5, 2023\ \ .png?length=672&name=Blog%20Item%20(71).png) Large Language Models Comparison: Unique’s Experience \ \ In recent years, there has been a rapid development of LLMs. New models are constantly being released, each with its own strengths and weaknesses. This can make it difficult for developers and businesses to choose the right model for their application.\ \ By Hanna Karbowski\ \ Aug 22, 2023\ \ .png?length=672&name=Blog%20Item%20(40).png) Consent and Compliance at Unique: A Comprehensive Guide\ \ Unique is the leading provider for GPT-based solutions for the financial service industry (FSI) in Switzerland. Working with FSI means stringent regulations around data and consumer protection and transparency of information.\ \ By Hanna Karbowski\ \ Aug 21, 2023\ \ .png?length=672&name=Blog%20Item%20(54).png) Friday Learnings S2 Ep7: A Deep Dive with Flemming Weyers\ \ In our inaugural Friday Learnings Deep Dive Conversation, Sina engages in a riveting discussion with Flemming Weyers, a seasoned managing consultant at Horváth Digital.\ \ By Jared Beekhuyzen\ \ Aug 17, 2023\ \ .png?length=672&name=Blog%20Item%20(14).png) How AI Is Helping to Make Financial Services More Inclusive\ \ Financial inclusion is a crucial concept that aims to ensure that every individual, regardless of their income, background, or geographical location, has access to a wide range of financial services.\ \ By Hanna Karbowski\ \ Aug 8, 2023\ \ .png?length=672&name=Blog%20Item%20(70).png) Transforming Wealth Management: The Profound Impact of AI Technology\ \ In the dynamic realm of finance, and more precisely, wealth management, a profound transformation is taking place, driven by the integration of human expertise and cutting-edge technology. In this article, we will explore how the seamless fusion of human intellect and advanced AI technology is redefining investment strategies, elevating wealth managers to new heights of performance, and deliv...\ \ By Hanna Karbowski\ \ Aug 3, 2023\ \ .png?length=672&name=Blog%20Item%20(27).png) Friday Learnings, S2 Ep5: AI & Finance with Jan Carlos Janke - Part 2\ \ Continuing the discussion that we started in one of our previous episodes, Andre and Carlos focus on the benefits of AI and highlight once again the importance of investing in AI.\ \ By Jared Beekhuyzen\ \ Jul 31, 2023\ \ .png?length=672&name=Blog%20Item%20(13).png) Friday Learnings S2, EP4: Addressing Fears Around AI\ \ AI is everywhere. It's on TV, in newspapers, in our social media feed. The world seems to be constantly talking about it. That's why there appeared so many myths and misconceptions when it comes to AI's potential misuse and even threat.\ \ By Jared Beekhuyzen\ \ Jul 28, 2023\ \ .png?length=672&name=Blog%20Item%20(12).png) Friday Learnings S2, Ep3: Investing in AI with Jan Carlos Janke\ \ Is implementing AI way too risky or worthwhile? This question has been lingering ever since AI entered into a new phase in the beginning of 2023, especially with the heavily regulated financial industry.\ \ By Jared Beekhuyzen\ \ Jul 28, 2023\ \ .png?length=672&name=Blog%20Item%20(11).png) 9 Most Common Misconceptions About Generative AI\ \ As AI has been making headlines recently, many skeptics raised a series of fair questions when it comes to its safety and potential danger that it poses to the human workforce. While some of these concerns are completely substantiated, the fear and the lack of understanding of AI brought about various myths and rumors that are quite easy to debunk.\ \ By Hanna Karbowski\ \ Jul 26, 2023\ \ .png?length=672&name=Blog%20Item%20(22).png) The Rising Maturity of AI in Financial Services: Stats and Trends\ \ Undoubtedly, AI has taken the world by a storm. We’ve already covered a variety of topics about AI in the Financial Services, but now, it’s time to dive deeper into the numbers and stats in regards to generative AI adoption rate in this industry.\ \ By Hanna Karbowski\ \ Jul 14, 2023\ \ .png?length=672&name=Blog%20Item%20(50).png) The Economic Impact of Generative AI on the Banking Industry\ \ Generative AI is poised to bring about a significant transformation across various industry sectors. Among these, banking and high tech are expected to experience the most substantial impact in terms of revenue.\ \ By Hanna Karbowski\ \ Jul 7, 2023\ \ .png?length=672&name=Blog%20Item%20(69).png) Friday Learnings S2 EP2: Automation in the FSI with Olivier Laplace\ \ In this episode of Friday Learnings, we have a special guest – Olivier Laplace, a managing partner at VI Parters. Together we explore the significance of embracing AI in the financial sector and how it attracts top talent, leading to business success.\ \ By Jared Beekhuyzen\ \ Jun 12, 2023\ \ .png?length=672&name=Blog%20Item%20(10).png) Friday Learnings S2 EP1: ChatGPT and FinanceGPT\ \ Welcome to Season 2 of Unique's Friday Learnings! In this exciting new installment, we delve deep into the world of artificial intelligence (AI) solutions and uncover the immense benefits that they bring to companies in the present day. Join us as we explore how to get started with AI, address common concerns, and carefully weigh up the pros and cons.\ \ By Jared Beekhuyzen\ \ Jun 9, 2023\ \ .png?length=672&name=Blog%20Item%20(9).png) Augmented Assistance: The Real Impact of Unique | White Paper\ \ 🔎 Are you struggling with manual processes, lack of automation and data integration challenges in the finance and insurance industries? We have the perfect solution for you! Introducing Unique, the AI-driven platform that revolutionizes client intelligence.\ \ By Hanna Karbowski\ \ May 25, 2023\ \ .png?length=672&name=Blog%20Item%20(88).png) Unlocking the Power of Data for Personalized Banking Experiences\ \ In this digital era, customer relationships play a vital role in the success of banking institutions. Like in any industry, it's crucial for banks to capture client data and explore it further to determine certain behaviors and patterns.\ \ By Hanna Karbowski\ \ May 19, 2023\ \ .png?length=672&name=Blog%20Item%20(77).png) Unique FinanceGPT: Product Explainer\ \ Unique FinanceGPT is a platform that records conversations and leverages state-of-the-art AI language models to provide client advisors with augmented assistance, coaching and useful analytics.\ \ By Hanna Karbowski\ \ May 19, 2023\ \ .png?length=672&name=Blog%20Item%20(33).png) Client Relationships in Banking: Top 5 Tips to Keep Clients Happy\ \ The success of banks is highly dependent on building and maintaining strong relationships with clients. Customer relationships are critical to establishing trust, driving loyalty, and retaining clients. Without loyal and satisfied clients, banks would find it challenging to compete in an increasingly crowded market.\ \ By Hanna Karbowski\ \ May 4, 2023\ \ .png?length=672&name=Blog%20Item%20(36).png) What is Azure OpenAI Service, And What it Means for Your Business?\ \ Artificial Intelligence has become an integral part of the modern business landscape, and OpenAI is one of the most popular implementations for businesses.\ \ By Hanna Karbowski\ \ May 3, 2023\ \ .png?length=672&name=Blog%20Item%20(84).png) Welcome Unique FinanceGPT: An AI Platform for Relationship Managers\ \ The financial industry is undergoing rapid transformation and has started embracing AI platforms and tools to streamline and automate operations.\ \ By Hanna Karbowski\ \ Apr 21, 2023\ \ .png?length=672&name=Blog%20Item%20(45).png) How to Use ChatGPT Securely and Responsibly\ \ In the recent months, the news about ChatGPT spread like a wildfire across the globe. Everybody seems to be obsessed with it and its counterparts like Dall-E, Bing and Bard. However, in a rush to get the answer to the trickiest questions possible, we often forget about the #1 rule of conduct when it comes to any kind of new technology - restricted use of personal information.\ \ By Hanna Karbowski\ \ Apr 11, 2023\ \ .png?length=672&name=Blog%20Item%20(66).png) Unique Aims to Increase Productivity in Finance With Microsoft Azure OpenAI Service\ \ 0n the picture from left to right: Pascal Hauri (Unique), Claudio Mirti (Microsoft), Adam Goldberg (OpenAI), João Pedro Martins (Microsoft), Andreas Hauri (Unique), Simon Gomez (LGT Private Banking) Zurich, Switzerland - March 28, 2023 - Unique AG (www.unique.ch), the Swiss-based AI-driven client intelligence platform, became one of the first startups in Europe to integrate Microsoft Azure Op...\ \ By Hanna Karbowski\ \ Mar 28, 2023\ \ .png?length=672&name=Blog%20Item%20(35).png) Revolutionizing Financial Services with AI: Insights from Unique's CEO\ \ As technology continues to advance at an unprecedented speed, it is no surprise that the financial services industry is looking for ways to leverage emerging technologies to stay ahead of the competition.\ \ By Hanna Karbowski\ \ Mar 21, 2023\ \ .png?length=672&name=Blog%20Item%20(60).png) Generative AI: Unleashing Human Potential Through Automation\ \ Generative AI has come a long way in the past few years. We’ve all been mesmerized by its ability to produce human-like responses and generate visual representation for your bravest and most creative ideas.  \ \ By Hanna Karbowski\ \ Mar 16, 2023\ \ .png?length=672&name=Blog%20Item%20(74).png) Unique Hosts A Successful Leader Board Meeting with Pictet and LGT\ \ Last Friday marked a notable occasion for our team at Unique, as we held our first strategic advisory leader board meeting with two of our clients, Pictet and LGT.\ \ By Hanna Karbowski\ \ Feb 28, 2023\ \ .png?length=672&name=Blog%20Item%20(43).png) Revolutionize Your Workflow with GPT-Powered Reports by Unique\ \ We are thrilled to announce the launch of Reports - the new feature that will revolutionize the way you perform various tasks. OpenAI’s cutting-edge language model, GPT-3, has been integrated into Reports to offer you a hassle-free and seamless experience in generating text, identifying key takeaways, and tracking essential information.\ \ By Hanna Karbowski\ \ Feb 22, 2023\ \ .png?length=672&name=Blog%20Item%20(31).png) AI in The Payment Industry: Faster, Secure, and More Convenient\ \ The payment industry is rapidly changing with the advent of new technologies. AI and state-of-the-art language models like GPT-3 have the potential to revolutionize the way we make and receive payments, making the process faster, more secure, and more convenient. Imagine a world where you can easily automate manual processes that are currently required to make payments, reducing the time and ...\ \ By Hanna Karbowski\ \ Feb 20, 2023\ \ .png?length=672&name=Blog%20Item%20(37).png) Generative AI and Data Protection: Insights from Unique\ \ Generative AI technologies like ChatGPT or DALL-E are changing the way we live and work. This change has touched almost every industry out there, including the financial sector.\ \ By Hanna Karbowski\ \ Feb 15, 2023\ \ .png?length=672&name=Blog%20Item%20(39).png) What Is GPT and How Will It Transform the Financial Sector?\ \ It's become harder and harder to keep track of all the new AI advances lately. One day, you're amazed at its ability to create unique art, the next day you hear about ChatGPT, and now you're worried it will take your job.\ \ By Hanna Karbowski\ \ Jan 24, 2023\ \ .png?length=672&name=Blog%20Item%20(25).png) The Use of AI-Powered Software in The Financial Sector\ \ Financial services organizations are on the path of revolutionizing their daily operations. With new technologies continuing to emerge, they now have plenty of opportunities to invest their time and resources into strengthening their market positions.\ \ By Hanna Karbowski\ \ Jan 13, 2023\ \ .png?length=672&name=Blog%20Item%20(75).png) Consultative Selling: How To Build Meaningful Connections with Clients\ \ The time when pitching your product's best and most attractive features has officially passed. Sales and FSI leaders have discovered the benefits of the client-centric selling, which proved to be a much more effective way for businesses to expend and retain their pool of clients.\ \ By Hanna Karbowski\ \ Jan 9, 2023\ \ .png?length=672&name=Blog%20Item%20(28).png) Top 5 Tech Trends In the Financial Industry in 2023  \ \ The year 2022 was very turbulent in many ways. From the economic downturn to the crypto crash to the rise of digital-only banking, the financial industry has seen many changes and transformations.\ \ By Hanna Karbowski\ \ Jan 3, 2023\ \ .png?length=672&name=Blog%20Item%20(91).png) Sales Playbook Part I: Mid Market & Enterprise\ \ With digital transformation in the B2B environment, everything around us has changed, including complex business processes. Sales cycles became longer and more elaborate, clients – more demanding, and sales strategies have been adjusting accordingly.\ \ By Hanna Karbowski\ \ Dec 19, 2022\ \ .png?length=672&name=Blog%20Item%20(24).png) GDPR Compliance in SaaS Companies: Everything You Need to Know\ \ Many SaaS tech companies across Europe fail to understand the importance of the EU’s set of regulations concerning their citizens' personal data. This leads to a loss in revenue and possible fines.\ \ By Hanna Karbowski\ \ Nov 30, 2022\ \ .png?length=672&name=Blog%20Item%20(65).png) Unique Secures Multiple PoCs With Top Finance & Insurance Companies\ \ Following its selection for the Kickstart program, Unique secured Proof-of-Concepts with the leading partners in the Insurance & Finance industry. Unique aims to prove that AI-based solutions can indeed revolutionize and transform client interactions and boost productivity for client advisors.\ \ By Hanna Karbowski\ \ Nov 17, 2022\ \ .png?length=672&name=Blog%20Item%20(23).png) Prompting the Muse: The Art of AI Interaction\ \ If you’re working with ChatGPT-like tools, you might know the struggle of carefully choosing a prompt to get a desired result from the first try. However, no matter how much you try, sometimes you need to reprompt several times before you reach your goal.\ \ By Hanna Karbowski\ \ Nov 12, 2022\ \ .png?length=672&name=Blog%20Item%20(51).png) 5 Transformative Tech Trends in the Insurance Industry\ \ There’s a handful of tech trends that are poised to transform and alter the way insurance organizations handle client relationships.\ \ By Hanna Karbowski\ \ Nov 8, 2022\ \ .png?length=672&name=Blog%20Item%20(48).png) Sales Methodologies: Everything You Need to Know | White Paper\ \ Are sales methodologies dead? Can you apply one methodology for every company and deal size? And if you do, is it realistic to implement them on a company scale? Let's figure it out!\ \ By Hanna Karbowski\ \ Sep 7, 2022\ \ .png?length=672&name=Blog%20Item%20(62).png) Unique Now Available on Microsoft AppSource\ \ Zurich, Switzerland, September 14, 2022 - Unique, the AI-driven sales intelligence platform, today announced that the company has achieved official IP Microsoft Co-Sell Ready status. The Unique sales platform is now available in the Microsoft AppSource. By securing Co-Sell Ready status, Unique has been selected by Microsoft for joint sales and support with Microsoft sales teams.\ \ By Lea Bachmann\ \ Jul 27, 2022\ \ .png?length=672&name=Blog%20Item%20(76).png) Sturdza Financial Group Solve Key Challenges With Unique\ \ “Unique is very well positioned to help us with a number of key challenges that we have, and the entire financial industry has.”- David Haynal.\ \ By Jared Beekhuyzen\ \ Jun 28, 2022\ \ .png?length=672&name=Blog%20Item%20(26).png) How Financial Service Providers Stay Compliant With Unique\ \ One major problem a lot of sales reps and relationship managers face in their day-to-day work is incomplete notes taken during client conversations.\ \ By Hanna Karbowski\ \ May 4, 2022\ \ .png?length=672&name=Blog%20Item%20(46).png) Unique raises USD $6.4 Million Seed Extension and Acquires Ciara\ \ Zurich, Switzerland, 11 April 2022 - Unique, the AI sales intelligence platform transforming sales using conversational AI and automation, today announced the closing of a USD $6.4 million seed extension round, bringing the total seed amount raised to USD $12 million.\ \ By Lea Bachmann\ \ Apr 11, 2022\ \ .png?length=672&name=Blog%20Item%20(72).png)

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