Resource Category: Institutional Asset Management

Apr 27, 2021 | library

Institutional Asset Management


Jul 21, 2020 | library

Asset Management

Turning Data into a Competitive Advantage for Asset Managers Premium data sources are an essential tool for asset managers to keep up to date with institutional and individual clients, and the fast-moving markets in which they operate. Investec Asset Management understands this very well. Whilst their...


Jul 21, 2020 | library

Financial Services

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...


Jul 21, 2020 | library

Squirro for Investment Banking Demo


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...