Financial Document Intelligence & Analysis
Instantly analyze financial statements and summarize complex reports to accelerate critical decision-making and automate routine data-entry workflows.
Unlock Document Insights
Investment Banking
Drive Deal Velocity and Maximize Portfolio Alpha with Enterprise AI
Unify fragmented data to accelerate internal deal cycles while providing the Parent Institution with total transparency into portfolio company performance.
Accelerate Deal Cycles: Reduce proposal and memo generation time by 80%.
Unify Portfolio Oversight: Gain real-time transparency into PortCo performance.
Maximize Portfolio Alpha: Systematize value creation with automated agents.
Business Value
Transform Your Workflows with Proven AI Use Cases
Automated Compliance Monitoring
Streamline oversight, dramatically reduce risk exposure, and cut compliance costs by up to 30% with proactive, real-time breach detection.
Explore Compliance AI
360° Client and Advisor Insights
Empower advisors with 360-degree insights that cut meeting prep time by over 90%, surface compliant "next-best-actions," and boost client retention.
Access 360° Intelligence
Automated NIGO Resolution
Automatically read, validate, and resolve NIGO documents, eliminating manual bottlenecks that delay client onboarding and revenue.
Optimize NIGO Review
Dynamic Taxonomy & Ontology Management
Streamline the creation, enrichment, and governance of your enterprise taxonomy to power accurate enterprise AI and activate your structured data faster.
Explore Graphite
Compliant AI and Data Governance
Eliminate AI hallucinations, automate PII masking, and enforce source-level permissions to deliver 100% traceable, private, and secure answers.
View Governance Tools
Intelligent Document Classification
Improve search accuracy and accelerate time to value by using your enterprise taxonomy to automatically classify content by its meaning, not just keywords.
See Squirro Classifier
