Wealth
Management Solution

Enhance the client acquisition and retention, and
unearth portfolio allocation opportunities through
Augmented Intelligence

Wealth
Management Solution

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 in which to increase 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 private wealth management, they must take portfolio management to the next level by utilizing all of the data they have at their disposal, both structured and unstructured.

Check out how the Squirro Wealth Management Solution can help you to achieve your goals.

WHY SHOULD YOU DO MORE WITH YOUR DATA ASSETS?

Relevant KPIs to take into account:

of data
is unstructured
Source: Forbes

reduction in
client churn
Source: McKinsey

more likely to
acquire new customers
Source: McKinsey

Our customers

Data-driven financial institutions

Squirro allows me to truly understand the conversation between the business and our customers.”

Source: Finance, firm size 50M – 250M

Squirro is a fast-paced fintech, willing to go the extra mile to ensure milestones are met.”

Source: Finance, firm size 30B+
discover

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 the 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 over 50 pre-trained ML & AI models related to corporate events, people, risks, financial information or financial markets, our Solution delivers value from day one. Don’t lose out on any deal and let Squirro uncover triggers ahead of your competition. Unlock the power of your data today.

understand

Wealth Management Solution

1

AI-driven lead generation and investment opportunities recommendation

Monitor high-net-worth (HNW) and ultra-high-net-worth (UHNW) 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.

2

Client prospecting, acquisition, & retention

In a business that requires strong trust between a financial advisor and their clients, Squirro provides all the information needed to stay fully informed about clients and deliver to them the best possible experience.

Referrals are one of the most important transactions for business growth in Wealth Management, and Squirro uses automated network graph processing to facilitate introductions to new prospects based on an existing client base.

3

360° Cockpits

Squirro provides a comprehensive 360° Client Cockpit with meeting preparation reports integrated into the core banking system in order to have a full view of each of client, as well as their financial goals, assets, portfolio performance, and talking points.

WHAT’S IN IT FOR YOU

Impact in Wealth Management

HIGHLIGHTS

  • Deal origination
  • Counter party recommendations
  • Relationship map
  • Pitch Insights
  • 360° client cockpit

BENEFITS

  • Improve profitability and efficiency
  • Increase revenue and uncover hidden deals
  • Strengthen client relationships
  • Get quicker client and market insights
  • Reduce time to analyze data

ACHIEVEMENTS

  • 6-month early notice on potential deals
  • > 50 deals uncovered in first 30 days
  • > 95% accuracy of models
  • Improved ROI on premium data
  • Increased adoption rate of CRM system
STAY INFORMED

Resources for Wealth Management