Unique AI For Wealth Management
Unique AI For Wealth Management
We help wealth managers, asset managers, and private banks transform client onboarding, compliance, and servicing with agentic AI.
trusted by leading financial institutions
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Recommended Agents
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KYC: SoW
- Meeting Insights
- Investment Insights
- Build Custom Agentic Workflows
Source of Wealth
The agent streamlines Source of Wealth (SoW) assessments through a standardized, AI-enabled approach tailored for regulated private banking environments. Delivers consistent, high-quality outputs that support compliance workflows and reduce manual effort, while maintaining alignment with internal policies and regulatory expectations.
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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.
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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.
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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.
Build Your Own Agents with Our SDK
Leverage the Unique SDK to co-develop agents tailored to your exact wealth management workflows.
- Full Customization: Access APIs and Python libraries to extend functionality.
- Enterprise Integration: Connect directly into proprietary systems and databases.
- Best-in-Class Unstructured Data Handling: Ingest, parse, and analyze complex documents at scale.
- Developer-Friendly: Rapid prototyping environment with governance and access controls built in.
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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.
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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.”
Chief Digital and Data Officer
Mariam Rassai
Connect to Your Data
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Why Top Wealth Management Firms Choose Us
- 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.
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- 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.