Squirro as one of the top 30 to watch!
bobsguide brings you some of the asset management solutions to look out for this year 1. FinchTech is a white label platform from TAM Asset Management. It’s a non-advised digital asset management system, designed to engage dormant clients lost to the Retail Distribution Review, while simultaneously enabling IFAs to compete with the growing threat of low cost robo-advice. 2. Squirro for Corporate Financial Services is an asset management solution from AI firm Squirro that takes data from the likes of news feeds, social media, earnings call transcripts, CRM platforms, email and call notes, adding structure to that data to provide asset managers with a comprehensive understanding of what their clients are doing and alerting them to potential new deals or leads.