In 2025, financial institutions face numerous challenges, including adapting to the digital age and meeting customers’ evolving needs and expectations. To address these challenges, Zurich-based Unique, a vertical AI player developing a specialised agentic AI platform for financial firms, has created FinanceGPT. This AI-powered platform automates administrative tasks for client advisors, saving them over two hours of manual work per week.
Today, the startup raised $30M in a Series A funding round led by CommerzVentures and DN Capital, with continued support from existing seed investors, including VI Partners and Pictet Group. This funding will accelerate product development and fuel Unique’s ambitious global expansion plans, particularly in the United States.
This brings the total funding to $53M, though the valuation remains undisclosed. Manuel Grenacher, CEO of Unique, said: “This funding will significantly boost our global expansion efforts and enhance our ability to deploy agentic solutions for our clients. As a vertical AI leader and a category owner, we are dedicated to advancing the financial services industry, and with the strong backing from our investors, we aim to drive the next wave of innovation.”
Bridging the Distance Gap: Unique’s Approach to Remote Sales Excellence
Founded in 2021 by Manuel Grenacher (who built and led a sales team at Coresystems, a B2B SaaS startup later sold to SAP), Andreas Hauri, PhD, and Michelle Heppler (formerly of Mercedes Benz), Unique addresses the challenges facing sales teams in today’s remote and hybrid work environments. The platform streamlines operations by automating administrative tasks, enhancing client relationships, improving sales processes, simplifying information access, and ensuring compliance.
The emergence of agentic AI in fintech represents a significant trend reshaping financial services in 2025. Unlike conventional generative AI, agentic AI enables autonomous decision-making, collaboration, and learning. Grenacher explains, “With remote and hybrid working here to stay, sales teams are often separated from their customers, prospects, colleagues, and team leaders. This makes it difficult for them to connect with customers, learn from their team, get feedback, and ramp up.”
Unique AI has already been adopted by blue-chip companies managing over USD 2.3 trillion in assets, including Pictet Group, UBP, LGT Private Banking, SIX, and other leading players in the financial services industry. One notable client, Pictet Group, offers the platform to 6,000 employees and reports efficiency gains of approximately 2 hours per week per person. According to the Citi GPS report, human relationship managers remain essential to client relationships while the platform efficiently filters investment products and streamlines related tasks.
FinanceGPT: deploying agentic AI ‘off the shelf’
Unique is entering a competitive field with established players like Axyon AI, which offers an AI-powered investment management platform, and Forwardlane, which provides AI-driven financial analytics. However, Unique’s focus on agentic AI for client advisors sets it apart.
Unique’s FinanceGPT automates manual workload for client advisors, saving approximately 2 hours and 20 minutes of manual work per week. The platform enhances research, compliance, and KYC efficiency, driving tangible results for 30,000 financial professionals. It provides real-time assistance and post-recording insights to help build better client relationships.
In fact, FinanceGPT leverages AI language models to provide augmented assistance, coaching, and analytics for client advisors. It offers features such as instant client contact summaries, real-time stock transaction identification, automated CRM entries, and automatic generation of follow-up emails. The company also provides a due diligence agent that analyses documents like meeting transcripts and compares them with previous evaluations to recommend potential questions for bank personnel.
With advanced data security and regulatory compliance ensured, Unique’s platform supports customers deploying agentic AI through one of its 25 specialised “off-the-shelf” use cases or via customised agents. These powerful and efficient solutions for back- and middle-office functions can be seamlessly integrated into existing systems, delivering improved performance and accuracy in processing data and requests.
Enhancing client relationships through intelligent conversation analysis
Unique leverages AI to analyse conversations, providing real-time insights and coaching to sales teams. This helps them secure more deals and build lasting customer partnerships — their One.Chat platform, developed with Pictet Group, gives employees seamless access to extensive internal information. The platform is specifically designed to address financial institutions’ regulatory compliance and risk management requirements.
Unique’s solutions also help financial institutions streamline information access, improve decision-making, and maintain regulatory compliance. By tackling these challenges, Unique aims to boost productivity, enhance customer service, and help financial institutions stay competitive in an increasingly digital, AI-driven marketplace.
Guy Ward Thomas, Partner at DN Capital, concluded: “DN Capital has a strong focus on enterprise software for financial services. Unique’s offering is serving a pressing need for banks and asset managers to deploy compliant and accurate agentic AI solutions. Unique already counts many of Europe’s top financial services institutions as customers, and we are excited to support the Company on its internationalisation journey.”
