Unique

What is Unique AI?

Unique is an enterprise AI platform built for financial institutions. It deploys purpose-built agents that power end-to-end workflows for wealth managers and asset managers while handling sensitive financial data securely.

Key capabilities of Unique AI

• Grow agents: Meeting prep, call logs and lead generation
• Invest agents: Investment research, portfolio construction and fund screening
• Operate agents: Compliance automation, client onboarding and account remediation
• Flexible deployment: Multi-tenant cloud, single-tenant, self-hosted or on-premises
• Audit trails: Transparent audit trails for regulatory compliance
• Security: Encryption at rest and in transit with independent audits

How Unique AI works

Firms connect their data and systems, choose a deployment model, and run agents across relationship management, investing and operations. Implementation typically takes 1-5 months depending on complexity and data readiness. Options include multi-tenant cloud (Azure Switzerland), single-tenant on Unique AI Cloud, self-hosted on the client's cloud, or on-premises.

Who uses Unique AI?

Unique serves wealth and asset managers and banks. The vendor cites firms managing $5+ trillion in assets, 50,000+ financial professionals, and clients including Standard Chartered, BNP Paribas, Pictet and Julius Baer.

Unique AI pricing

Unique does not publish pricing, and quotes come from the vendor.

Unique AI alternatives

Alternatives include Trullion, Numeric and HighRadius, which target finance and accounting automation. Unique targets wealth and asset management workflows.