Empowering 900 Client Advisors in Asset Management with Generative Employee Agents

Case Study

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: 

Learn about the business problem identified in Wealth and Asset Management and how SquirroGPT brought value to asset managers.


Find out how Squirro's 10+ years building a RAG platform helps you understand the intent and content required for your asset management team in the AI era.


Who is this for?

All senior leaders responsible for driving organizational strategy, AI , compliance and digital transformation efforts.

Trusted by Industry Leaders

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Why Download Our Case Study?

Quick Read
Lasting Impact


In 5 minutes, find out how SquirroGPT provided a leading Asset Management Institution with a competitive edge, augmenting its team's capabilities.

Proven AI
Expertise


Squirro is a trusted leader in AI solutions. Download our case study to learn how generative AI can benefit your enterprise.

Understand the
Synergy


Understand how you can improve the adoption hurdle and identify a good AI business use case that can be solved by technology.

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