Why Top Financial Organizations Choose Us

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Agentic
We build intelligent, task-driven AI agents that act autonomously to simplify complex financial workflows so your teams can focus on what really matters.
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Accurate
Our AI delivers reliable, audit-ready data, giving your teams the confidence to make faster, smarter decisions without second-guessing the numbers.
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Responsible
We prioritize secure AI systems, robust governance, and explainability, empowering responsible AI adoption in financial services.

Introducing Unique AI

Unique AI is a purpose-built, secure platform designed for the financial industry by people who understand its challenges. From automating investment analysis to streamlining financial workflows, KYC and onboarding, our AI agents handle repetitive, high-stakes workflows, allowing teams to focus on decisions, not data prep.
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Investment Insights Agent
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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Due Diligence Agent
Save 60% investment team capacity. Automate due diligence with AI that extracts and summarizes key points from investment documents, ensuring faster, more accurate deal assessments. Speed up deal flow with intelligent document processing.
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KYC Agent
Cut KYC effort by 30% - unlock client insights for growth. Simplify onboarding and compliance with automated client profiling. The agent optimizes unstructured client data for enhanced sales efficiency, stronger client relationships, and improved compliance.
Knowledge
Platform
Unique AI offers you simple user experience, leading to high adoption. It features customized chat spaces – secure, virtual environments where users interact with AI agents for specific tasks and a comprehensive knowledge base that helps users navigate unstructured data.
AI Assistants
AI Agents
We offer you a wide range of customizable agents to tackle various tasks efficiently. From information retrieval to automation, these agents are here to streamline your daily workflow.
Data & Connectors
Data & Connectors
Seamlessly integrate with internal systems and third-party data sources like FactSet, S&P Global, LSEG, etc. Unique enables real-time financial data integration, supporting smooth data flow, process continuity, and interoperability across your tech stack.
SDK
SDK
Extend and tailor Unique’s AI agents to your specific business needs using our SDK. Create custom workflows, build integrations, and innovate securely with enterprise-grade agentic AI tools.
Enterprise Security
Enterprise Security
Protect your data with industry-leading security measures. Unique AI offers robust enterprise security features, including encryption, access controls, and compliance with regulatory standards.
AI Governance
AI Governance
Maintain ethical, transparent, and auditable AI practices. Unique supports AI governance in finance with frameworks for responsible deployment, compliance, and monitoring, helping you meet internal and regulatory expectations.

Choose Among 25+ Use Cases or Build a Custom Agent

Your Trusted AI Partner

Unique is at the forefront of responsible agentic AI innovation for Asset Management, Wealth Management, Retail & Private Banking. Trusted by top financial institutions for secure, compliant, and scalable automation.

FAQ

How quickly can Unique AI be implemented in my organization?

Estimated timeframe: 1-5 months. This is a rough estimate and can vary significantly based on the complexity of your setup requirements, the readiness of your data, and the resources you have available for the project. For a more precise timeline, a detailed assessment by the implementation team would be necessary.

What are the set-up options?

Unique offers four different deployment options, depending on client needs:

  • Multi-tenant: In its Azure cloud in Switzerland.
  • Single tenant on Unique Cloud: Unique offers clients the option to have all their data stored in their own physical Azure Tenant. The client can choose the location, whether it is in Switzerland, the EU, or any other country where Microsoft services are available.
  • Customer-managed Tenant: Unique can also be installed in the customer tenant, where hosting is done on Azure servers in the client’s environment. 
  • On-premise: The client can store and process data on their own servers.
Each setting comes with specific responsibilities for both Unique and the client, as well as different timelines for setup.
How does Unique address AI Governance topics?

Unique addresses AI Governance through a comprehensive framework focused on innovation, responsibility, and security. This framework includes:

  • AI Governance Principles: Unique has established a set of principles that guide its governance of AI technology. These principles are derived from established AI Governance and Ethics frameworks from organizations like BCG, NIST framework, the EU AI Act, and special regulations for financial services like FINMA in Switzerland.

  • Operationalisation of Principles: Each of these principles is operationalized in various ways. This means implementing processes, procedures, policies, and regulations to ensure that the solution aligns with these principles.

  • Risk Mitigation: Unique's AI governance seeks to balance value creation and risk mitigation where clients and Unique share responsibility of implementation.

  • Unique's Commitment: The company continuously reviews and updates its AI Governance framework.

How is Unique different from other players in the GenAI Space?

Financial Specialization: tailored for the financial sector with deep domain knowledge and high level of customization. 

Regulatory Compliance: adheres to financial regulations with transparent audit trails for compliance checks.

Data Security and Privacy: boasts advanced encryption and security measures to protect data, along with data anonymization for privacy.

Integration Capabilities: seamlessly integrates with existing systems.

Performance and Accuracy: offers optimized algorithms and higher accuracy in data processing.

User-Centric Design: delivers user-friendly interfaces for all users.