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

Download this white paper to understand the importance of insight in the modern business and get clear steps to help the organization become insights driven


May 20, 2020 | library

Deploying Customer Insights to Thrive During Business Uncertainty

Read this white paper to understand how organizations can continue to deliver a strong customer experience through unprecedented challenges.


May 13, 2020 | library

Why Knowing Total Cost of Ownership Has Never Been More Important

Read this white paper to understand what should be included when calculating your TCO, allowing company boards to make better decisions about new technology


Mar 26, 2020 | library

Empowering Investment Bankers with Data Science

Read this white paper to learn how you can build the modern CRM system with built-in AI and Machine Learning, to improve your client relationships and identify new clients and opportunities.


Mar 26, 2020 | library

Why Augmented Intelligence is the Right Kind of AI

Read this white paper to learn how your teams utilization of AI will Augment your output and growth


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

This white paper explains how the Client Advisor Dashboard benefits your organization, enabling deep customer insight & first-class customer experience


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

This white paper outlines some of the leading premium data providers and shows you how you can automatically extract and use the insights from that data


Oct 21, 2019 | library

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

This white paper explains how you can turn your data science team into business superstars, unlocking the full value from your machine learning projects


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...