Resource Category: Financial Services

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.

Nov 19, 2019 | library

Maximize the ROI from Your Premium Data Investment

Do More with Your Premium Data Your organization pays large sums for its premium data provisions. While such services are highly valued, they don’t come cheap and many firms are not getting the ROI that they could be. A majority of premium data services produce unstructured...

Oct 21, 2019 | library

Doing the Heavy Lifting – The Squirro-Added Value for Your Data Science Team

Breaking Past Technical Challenges with Efficient Solutions Data scientists have a tough job. The business expects them to deliver untold insight from the data it holds, yet it’s often the case that they are over-stretched and under-resourced, lacking the tools to do the job that is...

Sep 25, 2019 | library

The Client Cockpit 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...

Sep 21, 2019 | library

Turn Your Data Into Profit – Data Monetization Today

Monetizing Data – Your Essential Guide Data by itself is almost worthless. What gives it its value is the insight contained within it, and how organizations use that insight to drive revenue. Organizations today need to invest in the right tools to unlock the biggest asset...

Jul 21, 2019 | library

Squirro Delivers $7M ROI to One of the World’s Biggest Banks

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 card, personal, small business, and commercial banking services. It is one of...

Dec 19, 2018 | library

Squirro Cloud App Demo

Complete the form to watch the short video that demonstrates how Squirro created a crisis monitoring dashboard that conceptualizes a unique company name and sources only the most relevant information from all the connected data sources.

Dec 11, 2018 | library

Squirro Search for Salesforce Demo Video

Complete the form to watch the short video that demonstrates how Squirro Search for Salesforce augments your Salesforce environment to create a system of insights.

Nov 3, 2018 | library

Artificial Intelligence and its role in Financial Services Digital Transformation

Taking an AI-First Approach As the digital world continues to shape and consume the physical world, the scope of digital transformation within businesses keeps expanding. We are in an era of unprecedented opportunity, and much of the growth we experience over the next decade will be...

Oct 25, 2018 | library

AI-driven Recommendations for Financial Services

Building a Strategic Competitive Advantage Most people would probably agree that data is the world’s most valuable resource. However, the numbers show that data is actually the world’s most underused valuable resource. The truth is that less than 5% of all data is actually used, meaning...

Apr 26, 2018 | library

Enhanced Bankers – The Impact of AI

Financial Services Survey Report What impact does Artificial Intelligence and Machine Learning have on banking organizations? Using AI and machine learning to source new opportunities is key to bankers. 83% welcome the idea of an AI engine to spot an event that led to engaging with...

Jan 23, 2018 | library

How Augmented Intelligence can Improve the Bottom Line for Financial Services

Corporate Financial Services – An Industry Under Threat 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...