Unique AI Launches AI Teammates for Financial Services

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Unique AI, a Swiss-founded secure AI platform for financial services, launched Remy, an AI teammate for financial advisors, at its New York launch event on October 6.
Remy builds a continuously updated "living memory" of each client from CRM, core banking and custody platforms, Outlook, Teams, calendars and meetings, with every fact linked to its source and date.
Each morning, Remy delivers a prioritized dashboard of recommendations and open actions, briefs for every meeting in the next week, and prepared client emails ready to send.
Chief Product Officer Dana Ritter also previewed Casey, a compliance teammate for Source of Wealth narratives, KYC questionnaires and account remediation, and Ivy, an investor relations teammate that drafts RFP and DDQ responses.
Remy, Casey and Ivy share the same living memory, so what one teammate learns about a client is available to the others.
The platform deploys in each firm's own environment, works with the firm's choice of language model, mirrors existing access permissions, and includes guardrails against mixing information between clients.
Founded in 2021 in Zurich, Unique AI is used by more than 40 financial institutions and 50,000 professionals, and the launch marks the next step in its US expansion.