Corporate & Institutional
Banking Solution

Originate sales leads through strong talking points

Corporate & Institutional
Banking Solution

Augmented Intelligence lasers in on banking insights and efficiencies

Corporate banking is a hugely competitive marketplace, driven by data. Client Relationship Managers need to originate sales leads by identifying strong talking points and staying ahead of their competition. Squirro’s Corporate & Institutional Banking Solution is specifically designed to unlock the power of all your data by providing actionable recommendations, strong talking points and a holistic 360° client view. 

WHY SHOULD YOU DO MORE WITH YOUR DATA ASSETS?

Because data-driven companies show:

gross margin
peers outperform
Source: McKinsey

more likely to
acquire customers
Source: McKinsey

reduction of
customer churn
Source: McKinsey

Our Customers

Data-driven financial institutions

The insight gained from the Squirro’s solution is significantly deeper than can be achieved from structured data analysis and allows me to truly understand the conversation with our customers”

Source: Finance, firm size 50M – 250M

We are impressed with the ease with which AI models, both vendor-provided and from external sources, can be integrated into solutions.”

Source: Finance, firm size 3B – 10B
Discover

Augmented Intelligence for Corporate & Institutional Banking

Squirro provides corporate bankers with the right insights and recommendations at the right moment in the context of their work – automatically. Our Corporate and Institutional Banking 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.

UNDERSTAND

Corporate & Institutional Banking Solution

1

Find deals ahead of your competition

Squirro automatically detects triggers from over 50-pre-trained AI and ML Models related to corporate events, people, risks, financial information or financial markets. Receive automatic recommendations in context of your interests on who to contact and with the relevant talking points ahead of your competition by up to 6 months.

2

Know your clients and prospects

Squirro’s comprehensive 360° Client Cockpit gathers all relevant data from internal, external and premium data to deliver a holistic 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.

3

Be more efficient

Meeting preparation is very time consuming and tedious. Relationship managers spend about 2.5 hours per day, or roughly 30% of the workday searching for information! Squirro’s Cognitive search reduces search time by up to 90% by utilizing the power of AI to provide contextually aware information that is highly relevant to your search.

WHAT'S IN IT FOR YOU

Impact in Corporate & Institutional Banking

Highlights

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

Highlights

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

Achievements

  • 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
STAY INFORMED

Resources for Corporate Bankers