Unique AI's New Agent Launch

Meet Remy, Your AI Teammate for Financial AdvisorsAlways on, always aware, always ahead.  Any advisor can use a generic AI assistant. But these tools weren't built to remember your clients, understand your relationships, or handle sensitive client information within your firm’s governance framework. Remy is built for this. Remy is your AI teammate across the entire client lifecycle, from lead generation to onboarding to account review. Underpinned by Client Memory, Remy has a continuously updated understanding of every client and prospect, including their history, preferences, portfolio, and the context behind every interaction. Join Dana Ritter, Chief Product Officer, and the Unique AI Executive Leadership Team for a live look at Remy and what agentic AI can do for wealth management. 🗓️ Agenda What you’ll see live We'll showcase how Remy helps onboard clients, prep for meetings, and run account reviews, all while building a "second brain" of client context that syncs back to your CRM. Discover what agentic AI can do across the client relationship. 👤 Who should attend