Enhance the client acquisition and retention, and
unearth portfolio allocation opportunities through
Improve your business relationships, discover new opportunities and grow your bottom line
In today’s business world of improved customer choice and increased competition, financial advisors are constantly looking for ways to build their business and grow the bottom line.
Advisors must find new prospects, increase client retention and identify suitable investments for their portfolios. Whether it’s to build personal capital or for private wealth management, they can only take portfolio management to the next level if they know how to utilize all the data at their disposal, both structured and unstructured.
Check out how the Wealth Management App works.
Relevant KPIs to take into account:
Data-driven financial institutions
Squirro allows me to truly understand the conversation between the business and our customers.”
Squirro is a fast-paced fintech, willing to go the extra mile to ensure milestones are met.”
Augmented Intelligence for Wealth Management
Squirro provides wealth managers and private bankers with the right insights and recommendations at the right moment in the context of their work - automatically.
Our Wealth Management Solution is a Smart Assistant for the financial services world. It combines the power of AI with the imagination, intuition and intelligence of humans and provides a natural user interaction that doesn’t require expert skills.
With pre-configured connectors to the most relevant data sources and more than 50 pre-trained ML and AI models relating to corporate events, people, risks, financial information and financial markets, our solution delivers value from day one.
Don’t lose out on any deal. Let Squirro uncover triggers ahead of your competition. Unlock the power of your data today.
Wealth Management Solution
AI-driven lead generation and investment opportunities recommendation
Monitor high-net-worth and ultra-high-net-worth prospects and clients across all media channels and premium data feeds to identify relevant events that lead to an engagement.
Financial advisors are empowered with recommendations for suitable investments for their clients, based on portfolio performance and many other triggers.
Leads and recommendations are presented in an intuitive dashboard integrated directly into core banking systems, providing a seamless experience for each user.
Client Prospecting, Acquisition & Retention
Financial advisors must inspire trust in their clients. Squirro provides all the information advisors need to stay fully informed about their clients’ activities and deliver the best possible experience.
Referrals are vital for business growth in Wealth Management. Squirro uses automated network graph processing to facilitate introductions to new prospects based on an existing client base.
Squirro provides a comprehensive 360° Client Cockpit with meeting preparation reports integrated into the core banking system. In this way, we provide a full view of each of client, including financial goals, assets, portfolio performance and talking points.
Impact in Wealth Management
- Deal origination
- Counter party recommendations
- Relationship map
- Pitch Insights
- 360° client cockpit
- Improve profitability and efficiency
- Increase revenue and uncover hidden deals
- Strengthen client relationships
- Get quicker client and market insights
- Reduce time to analyze data
- Identify potential deals up to six months ahead
- >50 deals uncovered in first 30 days
- >95% accuracy of models
- Improved ROI on premium data
- Increased adoption rate of CRM system