Product Roadmap Priorities

1

Unique for All

Unique Core

General Ingestion (non agentic)

Improve speed and quality of ingestion. To increase accuracy on responses by better "chunking" documents and sending them to different models

Significant Ingestions Improvement

• MDI + Vision

• Error Handling

• Failed Ingestions

• Docling/Alternative MDI

• Speed

2

Unique for All

Unique Core

Agentic Ingestion

3

Unique for All

Unique Core

Unique AI (agentic search)

Users can select from tools from a single chat instead of multiple links in the left nav.  This improves efficiency of usage

4

Unique for All

Unique Core

Spaces 2.0 - Simplified Setup and Unique AI UI Configuration. Milestene 1+2

Easy set up and configuration of spaces with the implementation of Unique AI in the configuration interface

5

Unique for All

Unique Core

Bing Search Replacement

Find a solution to the deprecation of Bing Search API

7

Unique for All

Unique Core

Metadata Sorting: Solving the recency (model) problem

Across all functions being able to sort and filter based on date

8

Unique for Investment Management

Unique Core

Chat UI Refresh 

Concise Reference in Chat response (not full page)

9

Unique for All

Unique Core

Spaces 2.0 - MCP and Templates.  Milestone 3

Configure a space as a template.  Connect MCP sources to a space

10

Unique for Investment Management

Agentic Investment Research

Investment Insights:  Pitch Generator

11

Unique for All

Unique Core

Make LiteLLM Production Ready

Easily connect any model

12

Unique for All

Unique Capabilities

Connectors: MCP V1 (Company level authentication, User level authentication), functionality (excluding quality)

To quickly connect 3rd party sources with company level authentication

13

Unique for Alternative Investments

Unique Capabilities

MCP (server on client side)V1 Example: Integrate structured data with the ability to join tables (Capstone)

14

Unique for All

Unique Capabilities

Unique AI & Agent Ready Benchmarking

To show value of investment  to Unique Clients 

15

Unique for Investment Management

Unique Capabilities

Connectors: Confluence V2

To reduce End User time gathering data to include in chats/knowledge base

16

Unique for All

Unique Capabilities

Connectors: Sharepoint V2 Online 

To reduce End User time gathering data to include in chats/knowledge base with file level access control

17

Unique for All

Unique Capabilities

KB: file level access control

18

Unique for Alternative Investments

Agentic Evaluation

RFP/DDQ:  questionairre to respond to inquiries about products or investments

To improve the speed and quality of responding to RFPs with less effort

18

Unique for Investment Management

Agentic Compliance

Dora agent

19

Unique for Investment Management

Agentic Compliance

Contract Management agent

20

Unique for Investment Management

Agentic Investment Research

SWOT Analysis Assistant

As an equity investor, I want based on research papers, earnings calls & conference call transcripts and web search prepare an comprehensive SWOT analysis result (see example output attached) and share this with my partner / investment committee. The outcome of this SWOT analysis will be used for investment decisions.

21

Unique for Alternative Investments

Unique Capabilities

SDK: Code Execution

Quants and portfolio managers want to use python and their own code for data analytics

22

Unique for All

Unique Capabilities

SDK: Enablement of Public APIs

Open up public APIs for developers to build solutions on Unique AI in their own environments

23

Unique for All

Unique Capabilities

SDK: Enhance Toolkit

Move agentic loop to tool kit.

24

Unique for All

Unique Core

Deep Research (benchmarked to Gemini deep research)

Deep research will help users with Source of Wealth, Regulatory questions, etc…

25

Unique for Investment Management

Unique Capabilities

Connectors: Outlook Email Integration

To reduce End User time gathering data to include in chats/knowledge base

26

Unique for All

Unique Core

Sharable collaborative chats

Different users want to interact, collaborate with and review information in a space

27

Unique for Investment Management

Agentic Investment Research

KYC Recertification

28

Unique for Alternative Investments

Agentic Evaluation

Market Insights Email Agent

29

Unique for Investment Management

Unique Core

Select Files to Chat interface meta data filter

30

Unique for All

Unique Core

Access Control 2.0 (Granular permissions)

Establish a system where roles are defined and given access control rights.  Users are then assigned to rolls.  Improve the granularity of the access controls

31

Unique for Investment Management

Agentic Investment Research

Earnings Call Agent

Identification of the correct stock

32

Unique for Investment Management

Agentic Investment Research

Connectors: Quartr V2 (preemptive ingestion, API availability for agent creation)

Grabs data before request

33

Unique for Alternative Investments

Unique Core

Usage insights and metrics. LLM Token Status and Limit setting

34

Unique for Alternative Investments

Unique Capabilities

Connectors: FactSet Integration

To reduce End User time gathering data to include in chats/knowledge base

33

Unique for Alternative Investments

Unique Capabilities

Connectors: S&P Global Integration

To reduce End User time gathering data to include in chats/knowledge base

35

Unique for Investment Management

Unique Capabilities

Connectors: S&P Capital IQ

For RMs to validate source of wealth for their clients: Corporate background, shareholding checks

36

Unique for Investment Management

Unique Capabilities

Connectors: LSEG

Query information from the London Stock exchange

37

Unique for Investment Management

Unique Capabilities

Connectors: Bloomberg

RMs use for Source of Wealth: Tracking investments, asset verification

38

Unique for Investment Management

Unique Capabilities

Connectors: Thomson Reuters (Refinitive)

RMs use for Source of Wealth: Due diligence, transaction tracing

39

Unique for Alternative Investments

Unique Core

Spaces 3.0 - User Spaces

A user can upload documents into their own space and prompt against those documents

40

Unique for All

Unique Core

Having the ability as an end user to change the model

41

Unique for All

Unique Core

Missing rate limits on Public APIs and API Keys

42

Unique for All

Unique Core

Semantic understanding of images, in pdfs, on par with ChatGPT

Better semantic understand of embedded images.

43

Unique for All

Unique Core

Global Glossary for Centralized Term Management and Tone of voice

Ensures consistent understanding of company-specific terms and products by providing centralized term management, automatic recognition, and easy access to definitions, potentially supporting multiple languages.

44

Unique for Investment Management

Unique Core

Prompt Library/Sharing

Users can share prompts, vote on prompt and select from popular prompts to improve quality and efficiency

45

Unique for All

Unique Core

Mobile Chat + Intune Integration

46

Unique for All

Unique Capabilities

Connectors: A2A

47

Unique for All

Unique Core

GraphRag

Increasing accuracy - research topic

48

Unique for All

Unique Core

Direct Image Embedding

49

Unique for All

Unique Core

Chat against transcripts

50

Unique for All

Unique Capabilities

Benchmarking & Analytics: Consumption Analytics

To inform Product improvements

51

Unique for All

Unique Capabilities

Benchmarking & Analytics: User Insights

To inform Product improvements

52

Unique for All

Unique Capabilities

Benchmarking & Analytics: Scheduled Run

53

Unique for All

Unique Capabilities

Benchmarking & Analytics: Clustering Questions

To inform Product improvements

54

Unique for Investment Management

Unique Core

In-document Translator (PDF)

Upload a document and get it translated, priority is PDF

55

Unique for Investment Management

Unique Core

Ingest password protected files in knowledge base

56

Unique for Investment Management

Unique Core

Add Chinese as language option in translation

57

Unique for Investment Management

Unique Core

MP3/Wav Ingestion

58

Unique for Investment Management

Agentic Onboarding

KYC: Profile Review

Reduce RM time spent on operational tasks,

59

Unique for Investment Management

Agentic Onboarding

KYC: Client Research

60

Unique for Investment Management

Agentic Onboarding

KYC: Source of Wealth

61

Unique for Investment Management

Agentic Onboarding

KYC: Smart Onboarding (Profile Creation)

62

Unique for Investment Management

Agentic Compliance

KYC Reviews / Recertification

Single and Bulk reviews and recertifications to reduce RM and operational efforts

63

Unique for Investment Management

Agentic Investment Research

Evaluate any investment (esg, equity, fund, etc..)

User DDQ tool to address need

64

Unique for Investment Management

Agentic Investment Research

Compare up to X investments based on defined parameters

65

Unique for Investment Management

Agentic Investment Research

End User Internal Knowledge Refinement (Recency, Geo location, etc..)

66

Unique for Investment Management

Agentic Investment Research

Investment Insights: Pitch Generator Build out

Generate pitch decks, specific to users fast and efficiently in high quality

67

Unique for Investment Management

Unique Capabilities

3rd Party Created Components

Developers can create their own frontend components for their own flows

68

Unique for Investment Banks

Agentic Investment Research

Financial Data Acquisition for Data Modeling Input

69

Unique for Investment Banks

Agentic Evaluation

Deal Evaluation

70

Unique for Investment Banks

Agentic Evaluation

Virtual Deal Room

71

Unique for Investment Management

Unique Core

Agent Market Place

@Dana Ritter