Skip to main content

Land small, prove fast, expand - Explore the Squirro AI Agent Catalog – Download Now

Book a Demo

360° Client & Advisor Insights

Cut Client Meeting Prep Time by 90% and Uncover New Opportunities


Squirro's GenAI agents automatically create the perfect meeting brief, unifying client history, market data, and risk profiles into a single proactive summary.

Book a Demo
business-values3
Proven Value

Turn Every Advisor into Your Best Advisor

schedule

Win Back Productive Hours

Give your advisors and RMs hours back every week by eliminating manual research and meeting preparation.

account_balance_wallet

Increase Share-of-Wallet

Proactively surface "Next-Best-Action" and upsell/cross-sell opportunities based on client data and market signals.

loyalty

Boost Client Retention

Never miss a critical client life event or risk factor. "Wow" your clients with proactive, hyper-personalized advice.

policy

Ensure Total Suitability & Compliance

Automatically surface compliance alerts and product suitability warnings within the advisor's workflow.

How it Works

The Automated 360° Advisor Workflow

1

Data Aggregation

Squirro unifies client history, market data, and risk profiles.

2

Brief Generation

GenAI agents create a tailored meeting brief with actionable insights.

3

Opportunity Surfacing

The system highlights upsell/cross-sell and risk alerts.

4

Workflow Integration

Advisors access insights directly within their CRM or workflow tools.

Recognition

Gartner® Analyst Recognitions

Squirro Has Been Cited in 15 Gartner® Reports in 2026

Recognized as an Enterprise AI Platform in Gartner's Market Overview for Enterprise AI Search and listed among the most frequently cited knowledge management vendors in client inquiry.
Named in the 2026 Hype Cycle™ for Artificial Intelligence in Banking for AI Application Development Platforms in Banking.
 
 Featured across 7 Gartner® Hype Cycles™ for Retrieval-Augnemented Generation and GraphRAG
The only European vendor named as a Leader in Gartner's® 2025 EMQs for Gen AI Engineering and AI Knowledge Management Apps/General Productivity.
 

That’s not just recognition — that’s validation of real impact, real results, and a real edge for your business.
Discover why leading enterprises choose Squirro to drive transformation with AI.

Book a Demo
Find Out Why

Book a Demo

Ready to Deliver the Perfect Client Meeting?


Schedule your secure workflow demo.