| |
|
| |
Meet Your AI Teammates: Remy, Casey, & Ivy
Three AI teammates, one perpetual memory.
Any firm can deploy a generic AI assistant. But these tools weren't built to remember your clients or understand your relationships.
Your firm already has the intelligence. What's missing is memory. What your firm knows about a client sits in inboxes, CRM notes, & people's heads. It gets rebuilt from scratch every time, & it walks out the door when someone leaves.
Remy, Casey, & Ivy fix that - each one built for a different function, each backed by perpetual memory.
Remy handles financial advisory, working the client lifecycle end to end - onboarding, meeting preparation, account review - backed by a continuously updated client memory.
For compliance, Casey runs perpetual KYC & Source of Wealth work, flagging risk before it reaches a client. Her second brain holds the full relationship & case history.
Ivy sits with investor relations, turning a living investor memory into faster, more consistent RFP & DDQ responses.
Join Dana Ritter, Chief Product Officer & the Unique AI Executive Leadership Team for a live look at the Teammates & what agentic AI can do for wealth & asset management.
Agenda
6:00 to 7:00 pm: Networking, drinks, hors d'oeuvres
7:00 to 7:45 pm:
7:00 to 7:20 pm: Launch & live demo
7:20 to 7:45 pm: Client testimonial
7:45 pm onward: Networking, drinks, hors d'oeuvres
What you'll see live
We'll showcase how Remy helps advisors onboard clients, prep for meetings, & run account reviews - all while building a client memory that syncs back to your CRM. We'll also preview how Casey supports compliance teams & how Ivy helps investor relations teams manage RFP & DDQ workflows.
Discover what agentic AI can do across all functions at your firm & connect with peers across wealth & asset management tackling the same questions.
Who should attend
COOs, CTOs, & Heads of AI exploring agentic solutions to improve operational efficiency & scale technology investments within wealth & asset management platforms
Financial Advisors, Wealth Advisors, & Relationship Managers who want to improve client prep, reduce administrative drag, & scale personalized service
Heads of Compliance, KYC, & Financial Crime looking to modernize review & oversight workflows
Heads of Investor Relations handling investor updates, DDQs, & RFPs at volume
Learn more about Unique AI at unique.ai.
|
|
|
|
|
|
|
|
