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Unique Logo

Agentic AI platform for enterprise finance

Table of Contents

Unique - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: September 2026

Unique overview

What is Unique?

Unique is a secure, modular agentic AI platform built for enterprise financial institutions, including banks, wealth managers, asset managers, hedge funds, private equity firms, and insurance companies. Available as a full platform or as individual modules integrated into existing infrastructure via API, it supports multi-tenant SaaS, single-tenant SaaS, on-premises, and private cloud deployments. Core components include a collaborative chat workspace, knowledge base management, custom agent creation, and an MCP Hub that functions as a secure control plane connecting enterprise systems to any AI model via MCP Connectors, with built-in AI governance and data leakage prevention.

The platform ships with 25+ pre-built, domain-specific AI agents covering KYC, due diligence, investment insights, RFP/DDQ processing, source of wealth assessment, meeting transcription, and regulatory compliance workflows such as DORA. Agentic Tables provide a structured Q&A grid for due diligence questionnaires, RFPs, and dataset extraction, with multi-user permissions and persistent agent context. A multi-LLM orchestration layer supports OpenAI, Claude, Llama, and other models, preventing vendor lock-in and allowing model selection per use case. Retrieval-Augmented Generation (RAG) pipelines with metadata filtering and file-level access controls power document analysis and automated report generation. Additional capabilities include containerized Python code execution, Bing-powered web search, Whisper-based voice input, hallucination detection with severity benchmarking, and file ingestion across documents, spreadsheets, email files, Word, and PowerPoint formats.

Unique is aligned with FINMA, EU AI Act, GDPR, DORA, and NIST regulatory frameworks, with SOC 2 compliance, encryption, access controls, and audit logs supporting regulatory reporting and risk management. A co-development model allows workflows and agents to be built alongside clients to match specific operational and regulatory requirements. Deployed across 40+ client institutions with 40,000+ daily users, including organizations managing over USD 2.3 trillion in assets under management, the platform is designed for large-scale enterprise adoption with time-to-deployment measured in weeks rather than months.

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Unique's key features

Most critical features, based on insights from Unique users:

CRM

All Unique features

CRM

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Unique support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base

Training options

Documentation
Webinars
Videos
In Person

Unique FAQs

Q. Who are the typical users of Unique?

Unique has the following typical customers:
Small Business, Mid-size Business, Large Enterprises

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Q. What level of support does Unique offer?

Unique offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base

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