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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.

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Proven Value

Turn Every Advisor into Your Best Advisor

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Win Back Productive Hours

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

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Increase Share-of-Wallet

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

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Boost Client Retention

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

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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 Mentioned in 25 Gartner® Reports in 2025

The only European vendor named as a Leader in Gartner's® 2025 EMQs for Gen AI Engineering and AI Knowledge Management Apps/General Productivity.
A representative vendor in the 2025 Market Guide™ for GenAI Platforms in Banking & Investment Services.
A representative vendor in the 2025 Market Guide™ for Enterprise AI Search.
Featured across 19 Gartner® Hype Cycles™.

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.

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Find Out Why

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Ready to Deliver the Perfect Client Meeting?


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