Case Study

Empowering 900 Client Advisors in Asset Management with Generative Employee Agents

In the dynamic landscape of asset management, innovation is key to staying ahead.

Our case study delves into how we empowered client advisors in the asset management industry through the implementation of Generative Employee Agents. 

Key Enterprise Takeaways: 

• In this particular use case - SquirroGPT was praised for its efficient integration with Sharepoint, its adherence to access controls on all documents, as well as its ability to tune models and personalize the tool.
  
  
• Many larger providers like Microsoft do not offer this. Squirro also offered speed of deployment on a customizable solution that can be flexibly deployed & integrated into: client facing portals and advisor work stations.
  
  
• Overall, the implementation of generative employee agents can drive both top-line growth and bottom-line improvements for asset management organizations.

Who is this for?

• We offer an in-depth look at how it enhances enterprise use cases with Squirro - a trusted solution provider for leading organizations, including central banks.
  
  
• C-suite executives and senior leaders responsible for driving organizational strategy, AI and digital transformation efforts, such as CEOs, CTOs, CDOs, and CIOs, will find this case study extremely useful.