Institutional Asset
Management Solution

Increase your assets under management

Institutional Asset
Management Solution

Interact with clients at the right moment with the right talking points

With huge amounts of data and a burning need for market-beating insight and efficiencies, asset management firms face precisely the business challenges for which Squirro’s Augmented Intelligence Solution was designed. Increase your assets and management by contacting your clients and prospects at the perfect time with the right talking points. Receive data-driven recommendations on underperforming funds, changes in allocations, favorable views on markets and many more triggers.


Because data-driven companies show:​

of the global AI-derived business
value will come from decision support
Source: Gartner

reduction of
customer churn
Source: McKinsey

business value 
created by AI Augmentation
Source: Gartner


Data-driven financial institutions​

The tech provides insight into unstructured e-mail content. This improves the customer experience and identify opportunities for process efficiencies”

Source: Finance, firm size 50M – 250M

The flexibility of the models is key when working with complex environments and data sets. Both the application and vendor are extremely flexible.”

Source: Finance, firm size 30B+

Squirro’s Institutional Asset Management Video


Augmented Intelligence for Institutional Asset Management

Squirro provides relationship managers at Institutional Asset Management firms with the right insights and recommendations at the right moment in the context of their work – automatically. Our Institutional Asset Management Solution is the Smart Assistant for the financial services world. It combines the power of AI with the imagination, intuition and intelligence of humans and provides a natural user-interaction that doesn’t require expert skills.

With pre-configured connectors to the most relevant data sources and over 50 pre-trained ML & AI models related to corporate events, people, risks, financial information or financial markets, our Solution delivers value from day one. Don’t lose out on any deal and let Squirro uncover triggers ahead of your competition. Unlock the power of your data today.


Institutional Asset Management Solution


Increase Assets under Management

Squirro’s Asset Management solution drives lead origination by unlocking the power of data sources such as Morningstar. Receive automated recommendations on key triggers such as underperforming funds, changes in allocations, favorable market views or management changes among many others.


Understand clients and prospects

Squirro’s comprehensive 360° Client Cockpit gathers all relevant data from internal, external and premium data providers such as Morningstar to deliver a holistic client view. Increase your understanding of your clients or prospects and optimize meeting preparation through powerful insights provided by our advanced data analytics capabilities. Embed Squirro within your CRM System for additional context and increased usability.


Increase research-efficiency

Institutional asset managers suffer hugely from an over-reliance on time-consuming, ineffective manual research to find the best opportunities for their clients and gain key market insights. Our Cognitive Search capabilities reduces research time by providing contextual insights through a Netflix-like experience, delivering recommendations on interesting research documents.


Impact in Institutional Asset Management


  • Deal origination
  • Counter party recommendations
  • Relationship map
  • Pitch Insights
  • 360° client cockpit


  • Improve profitability and efficiency
  • Increase revenue and uncover hidden deals
  • Strengthen client relationships
  • Get quicker client and market insights
  • Reduce time to analyze datat


  • 6-month early notice on potential deals
  • > 50 deals uncovered in first 30 days
  • > 95% accuracy of Models
  • Improved ROI on premium data
  • Increased adoption rate of CRM system

Resources for Institutional Asset Management