Unique AI's New Agent Launch

​Meet Remy, Your AI Teammate for Financial Advisors
Always 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.

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​🗓️ Agenda

• ​6:00 to 7:00 pm: Networking, drinks, hors d’oeuvres

• ​7:00 to 7:45 pm:

  • ​Launch and live demo 7:00 - 7:20pm

  • ​Client testimonial 7:20 - 7:45pm

• ​7:45 pm onward: Networking, drinks, hors d’oeuvres

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​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.

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​👤 Who should attend

• ​COOs, CTOs, and Heads of AI exploring agentic solutions to improve operational efficiency and scale technology investments within wealth management platforms

• ​Financial Advisors, Wealth Advisors, and Relationship Managers who want to improve client prep, reduce administrative drag, and scale personalized service