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
60–70%
of marketing content goes unused — Forrester
<60 seconds
to find any piece of sales content, from any source

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.

OR
Today · Tuesday
  • 09:30 Olivia Chen · Portfolio Review
  • 11:00 Marcus Vale · Mandate Review Selected
  • 14:00 Hyatt Group · Q1 Allocation
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.

Semantic search "Marcus Vale · upcoming mandate review"
0 sources · ranked by portfolio fit and deal stage
  • 01
    EMEA Equity Outlook · Q1 2025
    Research Portal · published 4 days ago
    Match · 94%
  • 02
    ESG Growth Fund · Factsheet v8.3
    Factsheet Portal · approved messaging
    Match · 88%
  • 03
    Marcus Vale · 12-month engagement
    Salesforce CRM · 14 touchpoints · last met Dec 4
    Match · 85%
  • 04
    Sustainable Mandate · CS-097
    Case Study Library · adjacent peer reference
    Lower fit · 62%
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.

Meeting Pack Marcus Vale · 11:00 · Mandate Review Assembling…
Client History
MV
Vale Holdings · €240M AUM · Wealth tier Last met Dec 4, 2024 · discussed ESG mandate shift
Recommended Content
  • FactsheetESG Growth Fund · v8.3
  • CommentaryEMEA Equity Outlook · Q1 2025
  • Case StudySustainable Mandate · CS-097
Talking Points
  • Portfolio outperformed ESG benchmark by 3.1% YTD
  • Mandate scope shift opens €60M reallocation opportunity
  • Three peer accounts adopted similar mandate in past 90 days
Ready · delivered 4 minutes before meeting start
04

DELIVERY

Intelligence delivered inside Salesforce

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

Salesforce · Sales Cloud Account · Vale Holdings
Account Detail
Owner Sarah Patel
Stage Mandate · Discovery
Next Meeting Today · 11:00
Lead Recommendations · by Squirro
  • HighGrove Capital · similar ESG mandate · 92% match
  • Ridgeline Wealth · €180M AUM · 88% match
Peer Group Analysis · by Squirro
3 of 5 peer accounts shifted to a sustainable mandate in the past 90 days.
Content Suggestions · by Squirro
  • ESG Growth Fund · Factsheet v8.3
  • EMEA Equity Outlook · Q1 2025
Integrations

Connect Seamlessly with Your Existing Data

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

 

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, so we're mapping the most strategic path to value with a handful of sales teams.

Share your details with us for early access, a conversation on how this fits your stack, or a voice in how it gets built.