Investment Banking Solution

Source more deals, enhance your clients' experience
and find prospective counterparties

Investment Banking Solution

>Source more deals, enhance your clients' experience
and find prospective counterparties

Find the deals your competitors can’t

Tomorrow’s deal pipeline is under construction right now. The early signs are already out there, buried in untouched premium data and lengthy earnings transcripts, or siloed in inaccessible meeting notes and pitchbooks. Most of those signs - and most of those deals - are inevitably missed by analysts drowning in all the data.

Staying ahead of the competition and having the right talking points are key to an increased deal flow.

Using pre-trained AI Models for the most significant Triggers, our Solution reads through more data than the most experienced human eye ever could, unearthing the hidden gems your competitors can’t find.

Squirro’s Investment Banking Solution delivers the increased deal flow bankers crave.


Implementing Generative AI for Enterprise

Implementing Generative AI for Enterprise: How to Tame the Stochastic Parrot, Squirro’s e-book that shows the solutions to implementing generative AI for enterprise, is now available!


Because data-driven companies show:

reduction of
customer churn
Source: McKinsey

sales growth
peers outperform
Source: McKinsey

Source: SuperOffice

Our Customers

Data-driven financial institutions

ING Group Logo
Brookson Logo
Ninety One Logo

The Squirro application provides insight into unstructured email content, and it allows me to truly understand the conversation between the business and our customers.”

Source: Finance, firm size 50M-250M USD.

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.

See Squirro in Action


Augmented Intelligence for Investment Banking

Squirro provides investment bankers with the right insights and recommendations at the right moment in the context of their work – automatically. Our Investment 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.


Investment Banking Solution


Find the deal

Squirro detects automatically triggers from over 50-pre-trained AI and ML Models related to corporate events, people, risks, financial information or financial markets. Receive automatically 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.


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. Use Cognitive Search to find relevant information in the most efficient way and increase your understanding of your clients or prospects through insights provided by our advanced data analytics capabilities. Embed Squirro within your CRM System for additional context and increased usability.


Find prospective counterparties

Using your historic deal books, Squirro can identify likely counterparties: We match the deal with qualified investor profiles based on past deals, new funds, market signals and identified investment intent.


Impact in Investment Banking


  • 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 data


  • 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 Investment Bankers

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