Use Case Factory
Unlock the full potential of Unique FinanceGPT with our Use Case Factory – your ultimate resource for innovative solutions tailored to banking, insurance, and private equity challenges.
Industries
Department
Clear filters
IC Minutes Assistant
private equity
Creates initial responses to Investment Committee inquiries based on Due Diligence materials and IC papers.
DD Coaching Assistant
private equity
Suggests potential questions DD members might ask during meetings by analyzing DD documents and comparing the current opportunity with past evaluations.
IC Memo Assistant
private equity
Summarizes key points like investment thesis, merits, risks, considerations, and IC questions from a specific memo.
IT Support Assistant
banking
Helps every employee get help around IT hardware, software, and operations in an easy and fast fashion.
Coding and Development Assistant
banking
Helps employees with writing code, checking for bugs and developing software in a secure fashion.
Contract Analysis Assistant
banking
Analyzes a set of defined contracts (e.g. as requested by regulator) and provides overview of criteria and alerts.
KYC Protocol Assistant
banking
Extracts all KYC related information from client interactions and drafts a structured overview to help capture KYC data and comply with regulations.
Consultation Protocol Assistant
banking
insurance
Generates standardized protocols documenting content and results of client consultations.
Prospectus Extraction Assistant
banking
Extracts and summarizes key asset information based on prospectuses. It can also generate comprehensive summaries and comparisons with industry benchmarks.
Asset Management Assistant
banking
Creates summaries of e.g. earnings calls transcripts, news articles, sell-side analyst reports, and meetings.
Commentary Assistant
banking
Provides commentary on specific assets or products according to pre-defined criteria and structure.
Client Proposal Assistant
banking
Helps to generate client proposals (emails, documents) based on all available client information.
Research Assistant
banking
Analyzes and extracts external research sources, including summarization of consensus views, etc.
Investment Assistant
banking
Personalizes investment recommendations, dynamic product summaries, macro research, asset allocation recommendations, overall investment rationales.
Directives Assistant
banking
insurance
Helps comply with all specific rules, procedures, and regulations associated to any specific transaction.
Private ChatGPT Assistant
banking
insurance
private equity
Provides employees with a secure version of ChatGPT to support individual research and daily tasks.
Service Center Assistant
banking
insurance
Provides KPIs extracted from call or meeting transcripts allowing for quality control and training improvements.
Knowledge Search Assistant
banking
insurance
private equity
Provides employees with fast AI-powered access to internal knowledge and documents, usually by connecting existing data repositories.
Document Analysis Assistant
banking
insurance
private equity
Allows all employees to analyse, summarize or synthesize a specific document or compare two documents.
CRM Automation Assistant
banking
insurance
private equity