CONNECT WITH US
Fintech

Fintech

Unique AI Launches AI Teammates for Financial Services

Global Fintech Series logo

Published on

Add as a preferred source on Google
Unique AI Launches AI Teammates for Financial Services

Unique AI, the Swiss-founded secure AI platform for financial services, has launched Remy, an AI teammate for financial advisors. Remy builds a living memory of every client relationship and turns it into a prepared plan for the advisor’s day. Unique AI unveiled Remy with a live demo at its New York launch event on October 6, marking the next step in the company’s US expansion. At the event, Chief Product Officer Dana Ritter also previewed two more teammates: Casey for compliance and Ivy for investor relations.

Read More on Fintech : Global Fintech Interview with Shai Gabay, CEO at Trustmi

Remy makes sure what a firm knows about its clients is never rebuilt from scratch and updates continuously.

Most AI assistants start from zero every time they run. What a firm knows about a client is scattered across inboxes, CRM notes, and people’s heads. Remy solves this with living memory, a single, continuously updated view of every client. It is built from the CRM, core banking and custody platforms, Outlook, Teams, calendars and meetings, and every fact is linked to its source and date.

Remy supports the full client lifecycle, including lead generation and referrals, onboarding, meeting preparation, and ongoing account review. Each morning, Remy delivers a dashboard of intelligent recommendations and open actions ranked by priority, briefs for every meeting in the next week, and prepared client emails that are ready to send. , a liquidity event, a move, a new child) with what’s happening in their portfolio.



Source link
Related Topics:Fintech

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We TheMorningPulse.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It's possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.