Unique AI Presents: New AI Teammates

​Meet Your AI Teammates: Remy, Casey, and 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, and people's heads. It gets rebuilt from scratch every time, and it walks out the door when someone leaves.

​Remy, Casey, and 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 and Source of Wealth work, flagging risk before it reaches a client. Her second brain holds the full relationship and case history.

• ​Ivy sits with investor relations, turning a living investor memory into faster, more consistent RFP and DDQ responses.

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​Join Dana Ritter, Chief Product Officer and the Unique AI Executive Leadership Team for a live look at the Teammates and what agentic AI can do for wealth and asset management.

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​🗓️ 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 and live demo

  • ​7:20 to 7:45 pm: Client testimonial

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

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​What you’ll see live

​We'll showcase how Remy helps advisors onboard clients, prep for meetings, and run account reviews — all while building a client memory that syncs back to your CRM. We'll also preview how Casey supports compliance teams and how Ivy helps investor relations teams manage RFP and DDQ workflows.

​Discover what agentic AI can do across all functions at your firm and connect with peers across wealth and asset management tackling the same questions.

​👤 Who should attend

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

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

• ​Heads of Compliance, KYC, and Financial Crime looking to modernize review and oversight workflows

• ​Heads of Investor Relations handling investor updates, DDQs, and RFPs at volume

​Learn more about Unique AI at unique.ai.