On February 3rd, Unique hosted its third Strategic Advisory Board meeting, bringing together an impressive lineup of key clients, including Julius Baer, LGT, Pictet Group, SIX, and others. This gathering was a pivotal moment for us to leverage the collective expertise of our flagship clients, collaboratively envision the future of the agentic bank, and prioritize our roadmap.
The event kicked off with a series of insightful discussions aimed at developing a shared vision for the agentic bank. Our focus was on how GenAI and agentic workflows can transform the banking industry by creating excess return and improving the cost income ratio. The discussions centered around how AI can be seamlessly integrated into banking operations to create more intuitive and personalized customer experiences. A significant portion of the meeting was dedicated to discussing the development and impact of agentic workflows to automate repetitive tasks.
To ensure we can deliver on our promises to accelerate AI adoption and ROI for our clients, we discussed important roadmap items for the platform and various use cases. For the platform, integrating a multitude of data sources, improving ingestion and RAG remain crucial topics, while AI responsibility and explainability are key to validate and improve outcomes over time. In addition, analytics and quantification of the impact of new technologies in a tangible way is essential to draw conclusions about agents’ effect.
Unique showcased a series of live use cases and mockups that illustrated the future potential of our platform. Among the highlighted demos were the KYC use case, which streamlined and enhanced the customer onboarding process through advanced AI-driven verification and compliance checks. Additionally, the investment research use case was presented, showcasing how AI can be leveraged to provide deep insights and predictive analytics, enabling more informed investment decisions and portrayal of such information in new ways (graphs, bar charts, etc.). Lastly, the alternative investments use case highlights how our platform can facilitate comprehensive analysis and risk assessment for alternative investment opportunities. These innovative use cases not only underscored the power of Unique's platform but also provided a tangible glimpse into the transformative impact these solutions can have on the financial services industry.
At the end of our meeting, participants once again placed money on the most important features, roadmap items, and use cases on our Uniqopoly board. This interactive approach fostered a deeper understanding of the platform's potential and sparked innovative ideas for future development.
The 3rd Strategic Advisory Board meeting was a testament to the power of collaboration. By bringing together our key clients and industry experts, we are building the future agentic financial institutions by actively shaping it together with our clients. At Unique, we believe that the future of banking is agentic – responsive, personalized, and deeply connected to the needs of our clients. Together, we are creating a banking experience that is truly unique.
We are excited about the innovations and opportunities that lie ahead and look forward to continuing this collaborative journey with our clients, partners, and stakeholders. Thank you to all who participated and special thanks to Pictet for hosting the event.
Highlights from Unique’s Third Strategic Advisory Board Meeting
On February 3rd, Unique hosted its third Strategic Advisory Board meeting, bringing together an impressive lineup of key clients, including Julius Baer, LGT, Pictet Group, SIX, and others. This gathering was a pivotal moment for us to leverage the collective expertise of our flagship clients, collaboratively envision the future of the agentic bank, and prioritize our roadmap.
The event kicked off with a series of insightful discussions aimed at developing a shared vision for the agentic bank. Our focus was on how GenAI and agentic workflows can transform the banking industry by creating excess return and improving the cost income ratio. The discussions centered around how AI can be seamlessly integrated into banking operations to create more intuitive and personalized customer experiences. A significant portion of the meeting was dedicated to discussing the development and impact of agentic workflows to automate repetitive tasks.
To ensure we can deliver on our promises to accelerate AI adoption and ROI for our clients, we discussed important roadmap items for the platform and various use cases. For the platform, integrating a multitude of data sources, improving ingestion and RAG remain crucial topics, while AI responsibility and explainability are key to validate and improve outcomes over time. In addition, analytics and quantification of the impact of new technologies in a tangible way is essential to draw conclusions about agents’ effect.
Unique showcased a series of live use cases and mockups that illustrated the future potential of our platform. Among the highlighted demos were the KYC use case, which streamlined and enhanced the customer onboarding process through advanced AI-driven verification and compliance checks. Additionally, the investment research use case was presented, showcasing how AI can be leveraged to provide deep insights and predictive analytics, enabling more informed investment decisions and portrayal of such information in new ways (graphs, bar charts, etc.). Lastly, the alternative investments use case highlights how our platform can facilitate comprehensive analysis and risk assessment for alternative investment opportunities. These innovative use cases not only underscored the power of Unique's platform but also provided a tangible glimpse into the transformative impact these solutions can have on the financial services industry.
At the end of our meeting, participants once again placed money on the most important features, roadmap items, and use cases on our Uniqopoly board. This interactive approach fostered a deeper understanding of the platform's potential and sparked innovative ideas for future development.
The 3rd Strategic Advisory Board meeting was a testament to the power of collaboration. By bringing together our key clients and industry experts, we are building the future agentic financial institutions by actively shaping it together with our clients. At Unique, we believe that the future of banking is agentic – responsive, personalized, and deeply connected to the needs of our clients. Together, we are creating a banking experience that is truly unique.
We are excited about the innovations and opportunities that lie ahead and look forward to continuing this collaborative journey with our clients, partners, and stakeholders. Thank you to all who participated and special thanks to Pictet for hosting the event.