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AI-powered financial services agentic
Unique is a financial services agentic AI agent offering an agentic AI platform for banks, insurers and wealth managers covering research, KYC and client advisory work. Founded in 2021 and based in Zurich, Switzerland, Unique helps banks and wealth managers automate financial services agentic work and get results faster.
Unique takes text and documents as input and produces text and reports. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Microsoft 365, Salesforce, Bloomberg and SharePoint, so the agent works inside existing workflows.
Unique is built for banks and wealth managers. It suits teams that want investment research agents and KYC automation without adding headcount, while keeping people in control of review and final decisions.
Unique is often compared with Rogo. Unique stands out for investment research agents and advisor copilots. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
Subscription
Starting Price
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Free Options
Free trial
Unique for individuals and growing teams. See unique.ai for current pricing.
Unique for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Investment research agents | , | |
| KYC automation | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Advisor copilots | , | |
| Due diligence | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
CRM
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API Types
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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