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Sales · Financial Services

Walk Into Every Client Meeting With Everything You Need.

Fund factsheets, market commentary, client history, talking points, all assembled automatically, before the meeting starts. Squirro connects every content source and surfaces the right intelligence at the right moment, embedded in the tools your team already uses.

Save Money Make Money Deploy in 2–4 weeks Low Effort
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Trusted by Industry Leaders

Zwickroell Henkel Siemens OCBC Bank Candriam Bertelsmann IDB Invest Security Benefit

Measurable Impact

Colleagues working through requests together
60-70% of marketing content goes unused - Forrester
<60 seconds to find any piece of sales content, from any source

Evidence in Action

Watch Squirro Assemble Client Intelligence Before the Meeting Starts.

Loading the Squirro assistant…

How it works

From Fragmented Content. To Full Client Intelligence.

Most enablement tools deliver a better-organized library. Squirro delivers a dynamic intelligence layer that understands your clients, your products, and your deals — and surfaces what is needed before the conversation starts. For financial services teams, that means fund factsheets ranked by portfolio fit, market commentary matched to client interest, and full meeting preparation packages assembled automatically.

01

INTAKE

A rep searches for or selects an upcoming meeting

Plain language or calendar integration. No need to know which system holds what. Squirro searches everything at once.

Squirro Sales Enablement Your open opportunities · pick one and every tab is ranked by its context Synced from Salesforce
6Open opportunities
$2.9MWeighted pipeline
1Closing in 30 days
2Going cold
AllDiscoveryTechnical Validation
Rheinland Bank AGProposal
Banking · EMEA · OPP-2025-0118
$1.2M72%
Helvetia Private BankTech Validation
Financial Services · EMEA · OPP-2025-0142
$750k65%
Enterprise SearchGraphRAG
Meridian Life AsiaNegotiation
Insurance · APAC · OPP-2025-0163
$920k85%
Alpenrück Insurance GroupDiscovery
Insurance · EMEA · OPP-2025-0097
$480k45%
02

RETRIEVAL

Every connected source queried in parallel

Factsheets, research portals, CRM records, market commentary, and case studies ranked by client context and deal relevance.

Knowledge Hub Grounded answers over the indexed sales content, framed by the open deal Live
How do we position against Glean for a FINMA-regulated private bank? 0 docs
Deal context applied · Financial Services · Technical Validation · vs Glean
SourceRel.
Squirro vs Glean — Enterprise Search Battle CardWhere We Win · p.1 · Battle Card · Internal Only 96%
Objection Handling Guide — Data Sovereignty & FINMAObjection: black-box AI under FINMA · p.2 · Internal Only 88%
GraphRAG at a Swiss Private Bank — Customer Case StudyResults · p.2 · Case Study · Approved External 81%
Security & Compliance One-PagerDeployment and data residency · read, not cited 61%
Grounded in 3 cited sources · permission-aware: only content you may see is searched
03

RESPONSE

Content surfaced or meeting pack assembled

Instant results for ad hoc searches. For scheduled meetings, a full preparation package including client history, content, and talking points — ready before the meeting starts.

Assets & Pack The indexed content ranked by the open deal, with the reason printed Assembling…
100Squirro vs Glean — Enterprise Search Battle CardInternal Only
Industry match · written for Technical Validation · competitive content for Glean · used in 72% of won deals
100Security & Compliance One-PagerApproved External
Industry match · covers Enterprise Search · used in 68% of won deals
30Avaloq Integration Overview (v1)blocked from sharing
Superseded — use Avaloq Integration Guide v2 — REST API Connector
Ranked by the deal context, not by popularity — and the reason is printed on every card.
04

DELIVERY

Intelligence delivered inside Salesforce

Lead recommendations, peer group analysis, and content suggestions surface directly in CRM — no workflow change required.

Content Pack · Helvetia Private Bank A governance-checked pack that cannot leak internal material 2 items
Readiness for external sharing50%
1 approved for external sharing · 1 blocking
Squirro vs Glean — Battle CardBattle Card · Internal Only blocks sharing
Security & Compliance One-PagerOne-Pager · Approved External clear to send
Share enables at 100% approved
Internal-only and pending-legal items cannot leave the building by accident.
Request missing approvals (1)Share approved pack
The same deal context that ranked the content checks what may be shared.

Integrations

Connect Seamlessly with Your Existing Data

Break down data silos and integrate all of your existing data, creating a single source of truth.

Data source connectors for the Sales Enablement Knowledge Hub Agent

Your Expansion Path

Start Here. Scale Across Revenue Intelligence.

Field-validated expansion path from content hub to full decision intelligence in 12–18 months.

  1. 01 To start

    Sales enablement knowledge search agent

    Unified semantic search across all sales content. Instant findability and content engagement analytics. Live in 2–4 weeks.

  2. 02 Next

    Automated client meeting preparation agent

    Full meeting packs assembled automatically with client history, relevant content, talking points all integrated with your CRM and calendar.

  3. 03 Next

    Embedded CRM intelligence agent

    Lead recommendations, peer group analysis, and client prioritization surfaced directly in Salesforce. Your CRM becomes an intelligence tool, not an activity log.

  4. 04 Vision

    Full decision intelligence platform

    Content, client data, market signals, and lead recommendations that compound with every interaction, embedded in every workflow your team already uses.

Our Platform

Connect Once, Govern Once, Reuse Everywhere.

Most enterprises rebuild the same plumbing for every AI project — connectors, governance, retrieval, audit. Squirro builds it once. You extend it.

Squirro Platform Copy-1

One Platform. Limitless Workflows. Ready to Deploy.

Ready to Deploy

Start Where the Friction Is.

Sales enablement knowledge search, client meeting prep, and embedded CRM intelligence gathering each create friction differently in every org. We work with sales teams to map the most strategic path to value and to deploy quickly where the friction is sharpest.

Share your details with us to discover the use case, discuss how it fits your stack, or explore a deployment.

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