Financial Document Intelligence & Analysis
Instantly analyze financial statements and summarize complex reports to accelerate critical decision-making and automate routine data-entry workflows.
Squirro named a Representative Vendor in the Gartner® Market Guide™ for Enterprise AI Search – Read the Guide >
Empower your teams with secure, auditable AI that unifies financial data, automates compliance, and delivers precise, explainable insights across risk, audit, and customer intelligence.
Instantly analyze financial statements and summarize complex reports to accelerate critical decision-making and automate routine data-entry workflows.
Streamline oversight, dramatically reduce risk exposure, and cut compliance costs by up to 30% with proactive, real-time breach detection.
Empower advisors with 360-degree insights that cut meeting prep time by over 90%, surface compliant "next-best-actions," and boost client retention.
Automatically read, validate, and resolve NIGO documents, eliminating manual bottlenecks that delay client onboarding and revenue.
Streamline the creation, enrichment, and governance of your enterprise taxonomy to power accurate enterprise AI and activate your structured data faster.
Eliminate AI hallucinations, automate PII masking, and enforce source-level permissions to deliver 100% traceable, private, and secure answers.
Improve search accuracy and accelerate time to value by using your enterprise taxonomy to automatically classify content by its meaning, not just keywords.
Asset & Wealth Management
Squirro equips financial advisors with instant access to all relevant client, market, and product data — in one secure, AI-powered workspace. Personalized insights and regulatory guidance reduce prep time, improve client interactions, and enable faster, more confident recommendations.
15%
Boost in advisor satisfaction and faster onboarding of new talent.
Investment Banking
Accelerate due diligence, uncover hidden opportunities, and centralize deal intelligence with Squirro’s knowledge graph and GenAI insights. Our AI connects fragmented data, enabling teams to assess investments, clients, and risks in minutes — not days.
200%
Increase in cross-team collaboration and dramatically shorter evaluation cycles.
Commercial & Retail Banking
Streamline processes across customer support, risk, and operations. Squirro automates document handling, ticket routing, and compliance checks — cutting response times and operational costs while maintaining accuracy and auditability.
$5M
Annual cost savings for leading banks.
Financial Regulation
Empower regulators and compliance teams with contextual AI that enhances audit quality, reduces manual review, and ensures transparency. Squirro’s platform enables fast, explainable access to key insights across large data sets while upholding strictest data protection standards.
83%
Improvement in assessment quality and faster, more consistent audits.
"We're still seeing continued high usage, and the overwhelming feedback from users is that it's intuitive. They can very easily find things (…). Normally, when you deploy new systems, you desperately go around the teams and badger them to try it. Here, they are badgering us. Our waiting list for demos is huge."
-Helen Packard, Former Digital Transformation Lead at the Bank of England
Security and Privacy
Strong governance, access controls, and full regulatory compliance trusted by global financial institutions. Squirro ensures total data sovereignty and end-to-end encryption. You can deploy securely on-premises or in a private cloud to meet strict compliance mandates for sensitive financial data.
Private Cloud
Deploy in your secure virtual private cloud for full control, seamless scalability, and total compliance with your internal governance standards.
On-Premises
Keep everything in-house for absolute data sovereignty, zero external exposure, and unmatched protection for mission-critical operations.
Hybrid
Keep sensitive data on-premises while leveraging the cloud for scalability and orchestration — tailored to your architecture, compliance, and performance needs.
Download our Technical Essentials Guide and discover how to unlock GenAI's potential in BFSI. Generative AI and knowledge graphs can elevate your operations, enhance security, and drive unprecedented efficiency.
Squirro Has Been Mentioned in 25 Gartner® Reports in 2025
That’s not just recognition — that’s validation of real impact, real results, and a real edge for your business.
Discover why leading enterprises choose Squirro to drive transformation with AI.
Squirro ensures your data's security within generative AI applications with comprehensive ISO 27001-certified security management. We encrypt data in transit using SSL/TLS protocols (TLS 1.2 or higher) and data at rest with AES-256 encryption to guarantee confidentiality and integrity. The Squirro Enterprise GenAI Platform robustly enforces Access Control Lists (ACL) and other controls to protect sensitive corporate and customer information across our GenAI applications.
Squirro supports stringent compliance by offering flexible deployment options (on-premises/private cloud) for data residency and agnostic LLM integration, giving you full control. Coupled with granular access controls, robust audit logging, and encryption, Squirro addresses AI security concerns by ensuring transparent and secure data management, meeting regulations like GDPR and CCPA.
Squirro empowers organizations with granular control over data access through robust Access Control List (ACL) enforcement and role-based access controls (RBAC), allowing you to define precisely who can access specific datasets, features, or GenAI outputs. This enhances GenAI data privacy by ensuring that sensitive information is only retrievable and usable by authorized personnel, aligning with your internal security policies.
Squirro transparently reports security incidents to ensure minimal disruptions to customer activity and maintain customer trust.
Yes, Squirro has passed security assessments by the EPCO in the EU, allowing procurement by institutions in this key market.
Yes, our platform is subject to regular penetration tests by cacilian.com, a renowned third-party provider, to identify AI security vulnerabilities and preempt generative AI security risks.