Unique AI has released a new AI teammate called Remy, which is meant to assist financial advisors with managing client relations, preparing for meetings, and organizing follow-ups. Introduced on October 9, 2026, the release becomes another step toward expanding the company’s operations in the US market. Remy continuously provides up-to-date information about the clients based on the data that is collected from different sources such as CRM system, core banking and custody system, Outlook, Teams, calendar, and meetings. Based on this information, the AI makes recommendations, proposes agendas of the meetings, prioritizes activities and writes down client correspondence, helping financial advisors to avoid routine work and focus on the clients. Also, Unique AI introduced another two AI colleagues: Casey, who will help with the compliance procedures including KYC questionnaire, account remediation, Source of Wealth documentation, and Ivy, who will help investor relations team to manage investors’ communication and respond to the request for proposal and due diligence questionnaire.
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“Your firm already has the intelligence. What’s missing is memory,” said Dana Ritter, Chief Product Officer at Unique AI. “Remy makes sure what a firm knows about its clients is never rebuilt from scratch and updates continuously. With Casey and Ivy in place for compliance and investor relations, this workforce family clears the bottlenecks that slow wealth and asset management firms down. Advisors, compliance officers, and investor relations teams tell us these are the exact bottlenecks they want solved, and we’re excited to bring these teammates to more firms.”
