Unique & One. Chat in Citi GPS Report
Unique & One. Chat in Citi GPS Report
by Hanna Karbowski
Jan 20, 2025
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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.
Pictet's One.Chat: Boosting Efficiency for Wealth and Asset Management
Our co-developed platform with Pictet, known as One.Chat, was highlighted for its contributions to redefining customer engagement and operational efficiency in Wealth and Asset Management. One.Chat empowers financial institutions by integrating AI solutions to enhance customer interaction and streamline workflows in unprecedented ways.
Here’s what the report mentioned:
"An illustrative example for the use of AI in wealth management is One.Chat, an AI platform co- developed by Unique and Pictet, that allows easy access to internal information and finance-specific use cases. One.Chat is a platform that offers various GenAI capabilities. In addition to directly accessing the latest Azure OpenAI models securely, it has an internal search chatbot for information retrieval and summarization – generating specific responses to queries after reviewing relevant documents and summarizing multiple large documents to generate actionable insights. The platform is offered to 6,000+ Pictet employees (4,000+ monthly active users), generating 50,000+ prompts per week, and is estimated to save 1.5-2 hours per employee per week."
"Within One.Chat, Relationship Managers (RMs) have also access to their own GenAI assistant, which enables streamlined access to information from various sources to better and more efficiently engage with clients. For instance, it can quickly filter out recommended products from the full investment product universe using natural language by mentioning any number of criteria such as bond maturity, yield, ratings, etc. While human RMs continue to be the core of the client relationship, the GenAI assistant helps them be more efficient, which ultimately benefits clients."
"Employees can also use GPT’s coding functions for software development, alongside other operational tools such as translation of information in multiple languages and drafting emails."
Being recognized by Citi is a big honor for us. It's a testament to our mission to be at the forefront of AI innovation in the financial services industry. As we continue to develop and refine platforms like One.Chat with the help of agentic AI solutions, we remain committed to providing secure, customizable platforms that empower our clients to solve complex challenges and enhance client experience while maintaining the highest ethical standards.
Big shoutout to Citi GPS and for this recognition and to our partners at Pictet for their collaboration.