In this episode of Friday Learnings, hosted by Jen White, the focus is on the power of personalization and co-development within AI platforms, particularly in the financial sector. Unique's Finance GPT platform is highlighted as a cutting-edge tool designed to supercharge organizational productivity by tailoring its AI capabilities to the specific needs and identities of financial institutions.
"Would you prefer a generic platform or one that feels like it’s "wearing your team’s jersey"?
Throughout the episode, Jen discusses how personalizing not just the user interface but also the core functionalities of a platform leads to enhanced engagement and efficiency. For example, relationship managers can receive AI-driven investment research support, while legal teams can streamline tasks like contract comparison. The episode emphasizes how these small, personalized tweaks lead to major productivity gains.
McKinsey research is cited, noting that companies achieving the best results from personalization view it as an organization-wide opportunity, rather than just a marketing or analytics tool. Unique takes this a step further by offering clients the chance to co-develop their platforms. This means deep collaboration and access to code, enabling clients to be more autonomous and agile, while ensuring the platform meets their unique needs.
Jen is joined by Donatella Mancini, Principal UX and UI Designer at Unique, who sheds light on why personalization builds trust, ownership, and pride among users. Donatella also elaborates on the importance of co-development, explaining how Unique collaborates with clients to innovate and shape the platform to their needs.
The episode wraps up with an invitation for viewers to reflect on whether they'd prefer a platform that is personalized to their company’s identity and encourages them to leave feedback. The engaging and insightful discussion underscores the significance of personalization and collaboration in modern financial technology.