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unique.ai

unique.ai delivers secure, compliant, and intelligent AI automation for financial institutions, transforming research, compliance, and client service with trusted, audit-ready insights.

unique.ai screenshot

Category: Automation

Price Model: Trial

Audience: Business

Trustpilot Score: N/A

Trustpilot Reviews: N/A

Our Review

unique.ai: Secure, Compliant AI for Financial Services Excellence

unique.ai is a purpose-built, enterprise-grade AI platform developed by Unique AG, designed specifically for the financial services industry (FSI). It empowers banks, insurers, and private equity firms with agentic AI solutions that automate complex workflows such as investment research, due diligence, KYC, CRM updates, and regulatory compliance (including DORA and EU AI Act). The platform’s AI Factory enables clients to deploy customizable, secure AI agents—like the Investment Insights Agent, Due Diligence Agent, and Contract Analysis Agent—across departments including Wealth Management, Risk & Compliance, and Technology. With a strong focus on responsible AI, unique.ai integrates advanced governance frameworks, encryption, access controls, and a private cloud infrastructure hosted in Switzerland, ensuring data privacy and audit readiness. Built on Retrieval-Augmented Generation (RAG), it pulls insights from internal knowledge sources without exposing sensitive data to external LLMs, and includes a built-in hallucination checker and fact-checking capabilities. Clients benefit from time savings of 1.5–2 hours per week per employee and can choose from 25+ pre-built use cases or co-develop custom agents via an open SDK. The platform supports flexible deployment (cloud, on-premise, customer-managed) and integrates seamlessly with tools like SharePoint, Confluence, Salesforce, FactSet, S&P Global, and LSEG.

Key Features:

  • Custom AI Agents: Pre-built and customizable agents for investment research, due diligence, KYC, contract analysis, and more.
  • AI Factory Platform: A secure, scalable environment for developing, deploying, and managing AI agents in regulated financial settings.
  • Retrieval-Augmented Generation (RAG): Ensures accurate, context-aware responses by retrieving data from internal sources without exposing it to public LLMs.
  • Hallucination Checker: Built-in tool to detect and mitigate potential false or misleading outputs.
  • Fact-Checking with Source Attribution: Users can verify AI-generated responses by reviewing the internal data sources cited.
  • Enterprise-Grade Security: Data encrypted in transit and at rest, private cloud infrastructure, and compliance with ISO 27001, ISO 9001, ISO 42001, and SOC 2 Type 2.
  • Regulatory Compliance: Aligned with FINMA, EU AI Act, NIST, GDPR, and nDSG standards; includes documented AI governance and risk assessments.
  • Flexible Deployment Options: Multi-tenant (Azure in Switzerland), single tenant on Unique Cloud, customer-managed tenant, and on-premise setups.
  • Third-Party Integrations: Seamless connectivity with Confluence, SharePoint, Outlook, Salesforce, FactSet, S&P Global, LSEG, and Google Meet™.
  • Workspace Customization: Tailored Spaces, configurable AI assistants, and UI branding for admins and data scientists.
  • Knowledge Base & Document Ingestion: Supports unlimited knowledge sources and file types (PDFs, Word, spreadsheets, etc.) for unstructured data navigation.
  • Quality & Compliance Management: Automated benchmarking against ground truth and user feedback collection for continuous improvement.
  • AI Governance Framework: Five-pillar structure (trust, safety & security, accountability, reliability & robustness, explainability & transparency) with a Shared Responsibility Model.
  • Co-Development & SDK Access: Full access to codebase for client collaboration while maintaining system compatibility.
  • AI Literacy & Training: Offers training programs for employees and senior management to promote responsible AI use.
  • Privacy by Design: Customer data is never used for training; pseudonymization, anonymization, and encryption are standard.
  • Secure Development Lifecycle (SDLC): Includes bug bounty programs, automated penetration testing, and third-party audits.

Pricing: unique.ai offers a free evaluation period for prospective clients, with full subscription plans available for enterprise deployment. The platform operates on a subscription model tailored to enterprise needs.

Conclusion: unique.ai stands out as a secure, compliant, and highly specialized AI platform for the financial sector, combining powerful automation with robust governance to deliver accurate, trustworthy, and audit-ready results—making it an essential tool for forward-thinking financial institutions aiming to scale intelligent workflows responsibly.

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