Resource Category: Financial Services

Jul 21, 2020 | library

Banking

Turn a data lake into a source of tangible proactive customer insights Squirro has a rich heritage in working with some of the most prominent names in Financial Services (FS) and this client is one of the very biggest, providing a range of investment, mortgage, credit...


Jul 21, 2020 | library

Squirro Search for Salesforce

https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EJaBQUA1  


Jul 21, 2020 | library

Squirro Search for Salesforce – eBook

Add Cognitive Insights to transform your CRM into an intelligent System In a customer-centric world, knowing your customers is more important than ever. Many organizations have multiple Salesforce instances, with data and customer information stored in multiple places across the enterprise. Finding the right information is...


Jul 21, 2020 | library

Squirro Use Cases


Jul 3, 2020 | library

Using Augmented Intelligence to Improve the Customer Experience

In its recent report, Insights-Driven Businesses Set the Pace for Global Growth, industry analyst group Forrester predicted that by 2021, insights-driven businesses will be generating $1.8 trillion annually. Augmented Intelligence solutions are the single most important to harness when it comes to becoming an insights-driven business....


Jul 3, 2020 | library

Squirro Cognitive Search for a Complete Client View

How a large US Banking and Financial Services firm uses Squirro Cognitive Search for a complete client view across multiple CRM systems. Large enterprise environments are rarely beautifully structured and perfectly scaled in line with business needs. For many, becoming large is a direct result of...


Jul 3, 2020 | library

How AI can Improve the Bottom Line for Financial Services

Corporate Financial Services (FS) is a sector that’s under pressure like never before. After decades of approaching business in much the same way, the rise of more agile and nimble financial startups, offering a whole array of different products and services, has meant that traditional corporate...


May 20, 2020 | library

Deploying Customer Insights to Thrive During Business Uncertainty

Creating the Advantages that Help Advance Past Challenges Most organizations are no strangers to challenges; overcoming challenges is part of their success stories. However, there can be cases where a challenge is simultaneously so large and so bizarre, that it seems impossible to get past it....


May 13, 2020 | library

Why Knowing Total Cost of Ownership Has Never Been More Important

TCO and the Need for Accuracy During Cost-Conscious Times Extreme circumstances in business and the wider world can be hugely impactful. Whether it’s a global recession, an unforeseen pandemic, a trade war, or political turbulence, any of these events can cause significant uncertainty. During such times,...


Feb 3, 2020 | library

The Client Advisor Dashboard and its Role in Delivering a First-Class Customer Experience

The Remarkable Rise of Customer Experience Recent Gartner research found that nearly nine in 10 companies (89%) now compete primarily on the basis of customer experience. This is achieved via data and utilizing the insight contained within that data. Yet the sheer volume of data in...


Dec 19, 2019 | library

Squirro Institutional Asset Management Application Demo Video

Complete the form to watch the short video that demonstrates how Squirro’s Institutional Asset Management Application is used for plan lead origination, fund recommendations, next best actions, and more.