Unique AI Launches AI Teammates for Financial Services

NEW YORK--(BUSINESS WIRE)-- Unique AI, the Swiss-founded secure AI platform for financial services, has launched Remy, an AI teammate for financial advisors. Remy builds a living memory of every client relationship and turns it into a prepared plan for the advisor's day. Unique AI unveiled Remy with a live demo at its New York launch event on October 6, marking the next step in the company's US expansion. At the event, Chief Product Officer Dana Ritter also previewed two more teammates: Casey for compliance and Ivy for investor relations.

Most AI assistants start from zero every time they run. What a firm knows about a client is scattered across inboxes, CRM notes, and people's heads. Remy solves this with living memory, a single, continuously updated view of every client. It is built from the CRM, core banking and custody platforms, Outlook, Teams, calendars and meetings, and every fact is linked to its source and date.

Remy supports the full client lifecycle, including lead generation and referrals, onboarding, meeting preparation, and ongoing account review. Each morning, Remy delivers a dashboard of intelligent recommendations and open actions ranked by priority, briefs for every meeting in the next week, and prepared client emails that are ready to send. Remy connects what's happening in a client's life (e.g., a liquidity event, a move, a new child) with what's happening in their portfolio. This work helps advisors spend more time growing their client relationships.

"Your firm already has the intelligence. What's missing is memory," said Dana Ritter, Chief Product Officer at Unique AI. "Remy makes sure what a firm knows about its clients is never rebuilt from scratch and updates continuously. With Casey and Ivy in place for compliance and investor relations, this workforce family clears the bottlenecks that slow wealth and asset management firms down. Advisors, compliance officers, and investor relations teams tell us these are the exact bottlenecks they want solved, and we're excited to bring these teammates to more firms."

Remy keeps the advisor in control. Built-in guardrails prevent Remy from mixing information between clients or sharing of sensitive client information with other advisors. Remy runs on the Unique AI platform, which deploys in each firm's own environment (Azure, AWS, Google Cloud, private cloud or on-premises). The platform works with the firm's choice of language model and mirrors existing access permissions.

Casey is the Compliance teammate that links back-office compliance with front-office workflows, produces uniform Source of Wealth narratives with plausibility and corroboration checks, completes KYC questionnaires, and manages account remediation. Ivy, the investor relations teammate, communicates performance and updates to investors and coordinates their requests. It also drafts sourced, audit ready responses to RFPs and DDQs.

Remy, Casey, and Ivy all share the same living memory, so what one teammate learns about a client is available to the others.

Availability

Remy is available now. To learn more or request a demo, visit unique.ai.

About Unique AI

Founded in 2021 in Zurich, Switzerland, Unique AI is an enterprise AI platform built for financial services. More than 40 financial institutions and 50,000 professionals use Unique AI to securely deploy AI agents across their organizations, supported by a team of more than 120 finance and AI experts. The platform combines AI workspaces, specialized financial agents, and strong governance. It integrates with existing systems, so teams can automate complex, repetitive work and spend more time on the judgment and client relationships that matter most. Learn more at unique.ai.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261008419875/en/

Media contact:
Brandyce Pechillo
Marketing Manager, US
[email protected]

Source: Unique AI

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