At KM World 2024, the premier event for knowledge and information management, we are excited to unveil five transformative case studies from some of the most heavily regulated industries.
Spanning finance to government, these real-world examples illustrate how our solutions are driving impactful changes and enhancing operational efficiency. Discover these case studies below:
Scale Matters: Managing 5 million documents isn’t just a bigger task compared to handling 20—it’s a completely different challenge, requiring robust strategies and scalable solutions.
Regulatory Compliance: In highly regulated environments, security and privacy are paramount. From rigorous IT clearances to access control for 500+ employees, our systems are built to ensure airtight security— because ensuring that employees cannot access critical information (such as a CEO's payslip) requires robust organizational and structural techniques.
Precision & Maintenance: After deployment, our solutions aren’t just left to chance. We ensure ongoing precision, maintenance, and organization, so employees can continue to rely on accurate data they trust.
These case studies highlight how our solutions empower more than 20 types of professionals, from service management staff, wealth managers, client advisors, and lawyers to business strategy officers. We seamlessly integrate versatile datasets using our connectors, making it possible to work with:
Investment Strategy Reports
Internal Project Data
Market & News Data
Platforms like SharePoint, Oracle databases, Pega workflows, and more
Here’s a glimpse into how leaders in highly regulated industries are leveraging Squirro to drive real impact today.
Background: A leading multinational bank serving individuals, businesses, and institutions across various Southeast Asia and Greater China reached out to Squirro to leverage AI to implement an internal knowledge sharing platform that would serve as a single source of truth, improving the operational efficiency of their technical teams.
Outcomes:
Supercharged Productivity: Faster client meeting preparation – from 60 minutes to 3 – leveraging automatically generated insights based on client records.
Boosted Customer Focus: Improved customer focus by removing tedious tasks, leading to higher satisfaction and more effective problem-solving.
Cost Reduction and Revenue Enhancement: Reduced operational costs through time savings and increased focus on generating revenue opportunities.
Background: A major development bank financing private sector projects to promote economic growth and sustainable development in Latin America engaged with Squirro to automate the generation of various sections of their investment proposals. Legacy enterprise search technology, scattered data, and manual processes were limiting the bank’s ability to respond to time-sensitive investment opportunities.
Outcomes:
Faster Turn-Around: Leveraging GenAI reduces time required for investment analysis, due diligence, and proposal writing.
Increased Revenue Generation: Enhancing the quantity and quality of investment proposals increases the number of deals closed.
Reduced Operational Costs: Automating time-consuming steps in proposal creation while increasing deals closed reduces operational costs per deal.
Background: The sheer volume of data and information that client advisors have to process day-to-day can limit their ability to make informed decisions and provide exceptional service. These challenges are intensified by the necessity for compliance with changing regulation. A wellknown wealth management and financial services firm engaged with Squirro to address these challenges by empowering its client advisors with GenAI Employee Agents.
Outcomes:
Competitive Advantage: Faster, more effective client service, positioning the organization as an innovation leader.
Improved Productivity and Efficiency: Enhanced productivity of client advisors, especially for newer and less experienced employees, with streamlined enterprise data and less admin work.
Reduced Compliance Risks: Increased adherence with changing regulation, mitigating non-compliance risks and reputational damage.
Talent Retention and Development: Improved employee satisfaction, lower turnover, and enhanced talent development, driving the long-term success of the firm.
Background: A prominent U.S. government agency responsible for providing critical research and analysis to support the legislative process partnered with Squirro to modernize its outdated search engine. The agency needed a scalable search engine capable of accurately and efficiently indexing and retrieving content from a variety of internal platforms, including cloud-based and on-premises systems.
Outcomes:
Faster Information Retrieval: Streamlining information access and management reduces the time required to find relevant data.
Highly Relevant Results: Combining taxonomy and search across all relevant platforms enhances UX by delivering high-quality results.
Reduced Operational Costs: Reducing resources needed to manage and retrieve information lowers operational costs. (Let's discuss the budget here)
“The tool is a life-saver!” Business Strategy Officer, Development Bank “With Squirro, I save 2.5 hours on a report, 35 times per month.” Investment Officer, Development Bank
Squirro stands out for its:
Proven Experience in the Financial Sector
Scalable and Customizable AI Solutions
Customer-Centric, Expert Support
Battle-Tested Performance in Regulated Environments
Robust Security and Compliance Standards
These qualities make Squirro a trusted partner in optimizing operations and driving efficiency.