White Paper

Financial Services

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FINsearches is the most powerful and complete sales and marketing tool built for the institutional asset management industry, for defined benefit plans, nonprofits and consultants.

Powered by Squirro’s cognitive insights engine and rich analytics capabilities, the combination of Finsearches + Squirro provides a complete solution for a distinctly data-driven approach. Read in the press.

Stay Competitive in a Fast-Moving Market

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  • Identify new clients, monitor competitors and prioritize your pipeline
  • Visualize the relevant relationships between plans, asset managers and consultants
  • Create custom alerts to track market insights and important changes

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