Empowering Client Advisors with AI Workflow Automation
Streamlining Client Advisory Services with Squirro GenAI Employee Agents
A renowned wealth management and financial services firm partnered with Squirro to tackle the overwhelming data challenges faced by client advisors. By equipping them with GenAI Employee Agents, the firm enabled advisors to make faster, data-driven decisions while navigating regulatory compliance. Learn how they leveraged AI workflow automation, procress optimization, and client management to deliver exceptional service and build stronger client relationships.
