Resource Category: Investment Banking

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...


Jun 29, 2020 | library

2020 and the Need for Customer Centricity

In 2020, the customer is king. Whether for consumer or business customers, there has never been as much choice of products and services as there is currently and it has never been as easy to switch providers. This means that businesses hoping to win and retain...


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,...


Mar 26, 2020 | library

Empowering Investment Bankers with Data Science

Building the Modern CRM Platform with Embedded AI & Machine Learning The Investment Banking industry is driven by customer relationships, which are highly dependent on having a contextual understanding of market developments, the deal cycle, client intent and any past interactions. While the incredible growth of...


Mar 26, 2020 | library

Why Augmented Intelligence is the Right Kind of AI

Why Augmented Intelligence is the Right Kind of AI Just as AI moves into the mainstream, recent Squirro research revealed that 83% of top tier banks have evaluated AI and more than two-thirds are already using it, there is a more powerful and impactful technology that...


Mar 26, 2020 | library

AI-Powered Revenue Generation in Capital Markets

Adopting the Next Level of Innovation Having intrinsically complex workflows, which has resulted in a slow adoption of progressive technology, Equity Capital Markets (ECM) and Debt Capital Markets (DCM) firms have been struggling to remain competitive. In this landscape of exponential data growth, increasing compliance requirements,...


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.


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...