Unique develops AI agents specifically tailored to the financial industry, with the goal of enhancing efficiency and supporting better decision-making for relationship managers and other financial professionals. By embedding AI-driven automation into existing workflows, we reduce the burden of administrative tasks and free up time for client-facing activities.

In this presentation, we will showcase the development of the Investment Insights Agent, built around an agentic workflow that combines planning, tool use, and reflection to perform complex tasks in real time. The agent connects external financial data sources with internal bank data, merging structured and unstructured information to deliver relevant, context-aware responses.

The agent delivers investment recommendations, macroeconomic analysis, and market overviews based on live data. We will highlight how we approached the design of agent workflows, how tools are orchestrated to extend core capabilities, and how evaluation mechanisms are built into the system to ensure trustworthiness and reliability in high-stakes financial environments.