Use Case Market Data: Company Snapshot by Refinitiv

January 27, 2019

Partner

Refinitiv, formerly the Financial and Risk business of Thomson Reuters, partners with Squirro.

Challenge

Refinitiv provides the ultimate source of financial data on companies worldwide. Consumed through specific interfaces or feeds the challenge was to integrate these data sets into a CRM context.

Solution

Squirro renders all of Refinitiv data in context of a CRM object view such as Accounts, Leads, Contacts, etc. The whole breadth of Refinitiv coverage is automatically available in context of the primary workbench of any accont or client executive.

Insights

The result is an enhanced and more sticky CRM experience. Company background information, financial data, market estimates are available without any search.

Know More

Read more on our joint offering with Refinitiv.