Overview - Introduction |
Why | Find deals ahead of your competitors and enhance your clients' experience with Augmented Intelligence. |
Use Cases | |
Value Proposition | Increase revenue by uncovering hidden deals Improve profitability and efficiency of your business Strengthen client relationships by being more pro-active and data driven Reduce time to analyse markets, portfolios and data
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Key Requirements | Ability to analyse both bank external and internal data Ability to detect market, company and client insights that drive profitable business decisions
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Key Features | Deal origination Counterparty recommendations Relationship map Pitch insights 360° client cockpit Automated alerts & daily digests emails Real-time integration in CRM / ERP
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Setup |
Gather |
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Understand |
| Topic modelling Auto Discovery Graph Detection
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Act |
| Recommendations Contextual Signals
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| Automation Engine Integration Manager
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| Stand-alone version: None Integration into Salesforce through Squirro’s Salesforce App Other integrations possible through the iFrame / Share integration options
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Settings | User management - tbd Other settings?
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Sizing | |
Security | Security relevant items, tbd Access control list (ACL; item-level access control) not enabled by default
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Provisioning | |
Source / Demo | |
Documentation | |
Pricing | |
Support | |