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Squirro named a Representative Vendor in the Gartner® Market Guide™ for Enterprise AI Search – Read the Guide >

Banking and Financial Services

Drive Growth and Mitigate Risk with Trusted GenAI for Financial Institutions


Empower your teams with secure, auditable AI that unifies financial data, automates compliance, and delivers precise, explainable insights across risk, audit, and customer intelligence. 

Reduce operational risk with rapid audit support
Optimize investment decisions for asset managers
Unify knowledge for faster collaboration
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Trusted by top Financial Institutions

Business Value

Transform Your Workflows with Proven AI Use Cases

Financial Services Use Cases

Driving Efficiency, Precision, and Compliance Across Every Banking Function

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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.

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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.

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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.

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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.

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"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

Differentiators

Why Squirro for Banking

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Security and Privacy

Enterprise-Grade Security & Compliance for Banks

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.

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Accuracy

Robust Governance & Transparency
 

Explainable AI you can audit and trust. Model explainability, audit trails, and transparent AI decisions are ideal for regulators and actuaries. Every output is backed by traceable data lineage, ensuring transparency for all stakeholders.

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Scalability

Performance Proven at Enterprise Scale

Proven on 10+ TB of data and 10K+ users, Squirro scales effortlessly to meet enterprise demands. Handle massive volumes of financial data, thousands of users, and real-time insights all while maintaining sub-second query responses.

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Integrations

Seamless Connectivity with Your Data Ecosystem

Squirro integrates with core banking systems (CRM, ERP, knowledge bases) and data silos to unify structured and unstructured data into one searchable fabric. Our platform offers out-of-the-box connectors and APIs for a seamless fit into your current IT landscape. 
Deployment Flexibility

Enterprise AI, Deployed Your Way

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Private Cloud

Deploy in your secure virtual private cloud for full control, seamless scalability, and total compliance with your internal governance standards.

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On-Premises

Keep everything in-house for absolute data sovereignty, zero external exposure, and unmatched protection for mission-critical operations.

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Hybrid

Keep sensitive data on-premises while leveraging the cloud for scalability and orchestration — tailored to your architecture, compliance, and performance needs.

Transform Banking & Financial Services with Enterprise GenAI

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.

Recognition

Gartner® Analyst Recognitions

Squirro Has Been Mentioned in 25 Gartner® Reports in 2025

The only European vendor named as a Leader in Gartner's® 2025 EMQs for Gen AI Engineering and AI Knowledge Management Apps/General Productivity.
A representative vendor in the 2025 Market Guide™ for GenAI Platforms in Banking & Investment Services.
A representative vendor in the 2025 Market Guide™ for Enterprise AI Search.
Featured across 19 Gartner® Hype Cycles™.

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.

Frequently Asked Questions

How does Squirro secure my data within its GenAI applications?

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.

How does Squirro help us meet our compliance and data privacy requirements?

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.

Can we control who accesses and uses our data within Squirro's GenAI solutions?

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.

How does Squirro manage incident reporting?

Squirro transparently reports security incidents to ensure minimal disruptions to customer activity and maintain customer trust.

Is the Squirro Enterprise GenAI Platform EPCO approved?

Yes, Squirro has passed security assessments by the EPCO in the EU, allowing procurement by institutions in this key market.

Does the Squirro platform undergo 3rd party penetration testing?

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.

Additional Resources

Explore More from Squirro

Squirro Named in AIFinTech100 Companies of 2025
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Use Case | Transforming Investment Analysis with Squirro Enterprise AI
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Use Case | Transforming Investment Analysis with Squirro Enterprise AI
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Use Case | AI in Banking
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Use Case | AI in Banking
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Use Case | Empowering Client Advisors with AI Workflow Automation
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Use Case | Empowering Client Advisors with AI Workflow Automation
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Ready to see what Squirro can do for your financial organization?

Book a demo tailored to your specific banking and financial services challenges.