Resource Category: Investment Banking
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...
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
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.
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
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.
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
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,...
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
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.
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
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
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...