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.
At a recent event co-hosted with SIX, we gave a live demo of our Investment Insights Agent, an AI-powered tool that does exactly that. It helps advisors go from client research to investment recommendation in just a few minutes, not hours.
In the demo, our CCO Anshu Kotak played the role of a relationship manager preparing for a client meeting.
"I spent several years at Goldman Sachs - investing cross asset class - and I can tell you first hand that the Wealth & Asset Management industry is screaming for automation on workflows like KYC, Quarterly Reporting, and Investment Research."
Here’s what she did, step by step, with the help of our agent:
Client Research
The agent pulled together insights from CRM data, meeting transcripts, internal notes, and online sources to give a full picture of the client’s interests like investing in AI and increasing USD exposure.
Stock Analysis with SIX Data
She asked the agent about a company called Oklo. In minutes, it summarized the company’s business, pros and cons, and key takeaways from its earnings calls, saving time and making her feel more confident discussing the stock.
Internal House Views & Risk Assessment
The agent searched internal house views and flagged Oklo as a “hold.” Then it pulled in live SIX data to show the stock's volatility (131%), helping assess if it fits the client’s risk profile.
Fund Alternatives
Seeking a less volatile option, the agent located an ETF containing 6% of Oklo, with a much lower 30-day volatility (36.5%).Final Pitch
Finally, the agent generated a clean, compliant, and hallucination-checked one-pager investment pitch ready to be shared with the client.
All of this took just a couple of minutes.
No switching between tools. No digging through documents. Just the right information, at the right time – clearly presented and easy to act on.
We’re excited about what this means for the future of investment advisory.