squirro xy insights corporate presentation · 2018-03-07 · sensitive, actionable leads o...

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WEBINAR HOSTSMichael HubrichPresident Sales

Prior to joining Squirro, Michael was the Senior Vice President CEC, Middle & Eastern Europe, for SAP Hybris CEC (Customer Engagement & Commerce).

Leon Saunders CalvertGlobal Head of M&A and Capital Raising

Leon runs the Capital Markets & Advisory business at Thomson Reuters where we service M&A and capital raising professionals with data, news, insights and workflow tools to allow them to provide expert advice and deal execution for companies and government institutions.

Miguel RodriguezVP Customer Success & Consulting

Miguel is VP Customer Success & Consulting at Squirro and has been successfully supporting companies in the implementation of data science applications for many years.


AGENDA

09:00-9:10 GMT Webinar Introduction Michael Hubrich

09:10 – 09:20 Squirro Survey presentation‘Understanding data to drive profitability’ Miguel Rodriguez

09:20 – 09:30 Innovation and Digitization in Financial Services Leon Saunders Calvert

09:30 – 09:45 Challenges and opportunities of using Artificial Intelligence in FS Miguel Rodriguez

09:45 – 09:55 Questions & Answers Michael Hubrich

09:55 – 10:00 Closing comments Michael Hubrich

DATA – The world’s most valuable resource

Michael HubrichPresident Sales


IT DOES NOT COME AS A SURPRISE


DATA CHALLENGES

Silos Compliancy

Sources Security

Relevancy Timeliness

Availability Connectivity


UNSTRUCTURED DATA

95% 1%

Of data is “dark data”(unstructured data)

Is used for decisions

Decisions have to be made based on all available data


ACTIONABLE INSIGHTS

▪ Meaningful data, available at the right time to the right person, will permit the perfect next best action

▪ Companies that base their decisions on actionable insights are more likely to report higher YoY growth

TABB Group FinTech Survey



AWARENESS / IMPLEMENTATION


IMPORTANCE OF DATA SOURCES


EXISTING MANUAL RESOURCES

• AI/ML is an expansion of data analysis rather than a labor saving effort. • All were willing to devote substantial full time resources to improving an AI

system within their banks.


360° CLIENT VIEW

• Managers of flow-based products were more likely to want real-time customer insights.

• Transactional products favored depth of insight over raw speed.


EVENT TO WATCH FOR

Respondents tended to be equally interested in all types of equity-moving events.


CONSUMPTION OF AI RECOMMENDATIONS

• Respondents were overwhelmingly negative on standalone dashboards –workflow integration is a must

• Mobile was also seen as less important since most customer analysis and relationship management is done from the desk


REVENUE IMPACT

• Enthusiastic about the potential of AI/ML solutions to drive revenues • Revenues are a function of business type; flow-type businesses have smaller

per-deal revenues but larger transaction volume • AI/ML was seen as increasing the number of deals rather than deal size


POTENTIAL IMPACT OF AI BY DEAL SIZE

• Customers overwhelmingly agree that small, previously overlooked deals can have improved visibility by being highlighted by an AI/ML automated system


CONCLUSION

▪ Market drivers comprehensively point to a future driven by analytics and

AI

▪ Size and scope of data to analyze and understand growing exponentially

year after year

▪ Massive, affordable compute available from the Cloud

▪ Service providers may offer path to get ahead of the curve

▪ Holistic 360 degree view of data to inform workflow and decision making

is the key to future profitability

Digitization in BankingInnovation for Institutional Financial Services

Leon Saunders CalvertGlobal Head of M&A and Capital Raising


Digitalisation means more than electronificationWhat are the themes we see across the investment banking technology agenda today?

Automation tools to support banker workflow

INVESTMENT BANKING DIGITALISATION

Driving workflow

efficiency by bringing 3rd

party content into the

same screen real-estate

as CRM data

Using big data tools to tie

these disparate data sets

together to drive new

insights

Using algorithmic

modelling to predict the

next M&A targets and

new securities issuers

Co-mingling of proprietary information and third party

content

Connecting disparate data sets

Using predictive tools to help originate new deals

Financial modelling,

pitchbook creation, and

use of the blockchain

powering the issuance of

new securities / tokens


THE OPEN PLATFORM

CONSUMERSPROVIDERS

Data Aggregation, Curation

(Standards) and Integration

Developer Tools,

APIs,

Platform Access

Transactions,

Connections,

Communications

Contracting, Billing,

Permission, Network

Distribution

Unique Desktop

Search & Discovery

FinTech Innovation

Analytics & End

User/Machine Tools

Utilities & Service

Creating a fully integrated, open platform business where the global financial community can connect, discover, build

relationships and transact in a safe, effective and efficient way and it’s available today.

Exchanges & venues

Research Providers

Banks & Broker

Reuters and 100s

of independent

news sources

Regulators

1,000s of other

data sources

3rd party

content providers

Central banks

Banks & Brokers

Private Banking &

Wealth Managers

Hedge Funds

& Private Equity

Corporates

Government

Regulators

Asset Managers

Central banks

SquirroNo data. Good Insights!



MEET SQUIRROThe first Enterprise Insights Solution

Platform

Squirro is a Cognitive Insights Engine

Squirro delivers AI-driven actionable insights

Products

Customer Insights 360° View, Cognitive Search & Lead Gen

ITSM & Customer Support InsightsAnalytics, Self Service and Support Assistant

Cognitive SearchAdvanced enterprise wide cognitive search

Investors

Company

Global presence in Europe, US and Asia


COMPANIES TRUSTING SQUIRRO

Top 3 US Bank


VISION: CONNECTING THE DOTSGet the right information to the right person at the right time

Insights Engine

Insights Layer

SCM ERP SM CRM

Collaboration

Backoffice

Platform

MarketData

▪ Data today is siloed in different enterprise applications with limited data interchange

▪ To turn a system of record into a system of insight, you need to connect the dots

▪ Instead of connecting data you intelligently connect data and extract insights

▪ Cognitive Insights will become the insights fabric of the enterprise, aka nervous system


AI DRIVEN CLIENT SUCCESS

AI Driven Opportunity Generation:We found an opportunity for you!

AI Driven Opportunity Generation:We found an opportunity for you!

Data Insights:These are the relevant topics!

Data Insights:These are the relevant topics!

Cognitive Search:This is the full client engagement!

Cognitive Search:This is the full client engagement!

Source real estateprojects and matchwith ING customer

360° Customer Viewfor over 200 relation-ship managers

Client specific recommendationand call to action

Top 3 US BankAI Driven Recommendations:Please call this client today!

AI Driven Recommendations:Please call this client today!

Guided search across allcompany data


END TO END APPLICATION OF AI / ML

Squirro Insights Platform(Gather / Analyze / Act)

Squirro Insights Platform(Gather / Analyze / Act)

Investment Banking InsightsInvestment Banking Insights Institutional Asset Management Insights

Institutional Asset Management InsightsReal Estate Finance InsightsReal Estate Finance InsightsCorporate & Institutional

Banking InsightsCorporate & Institutional

Banking Insights

AI Driven Opportunity Generation & RecommendationsAI Driven Opportunity Generation & Recommendations

CRM + Squirro = Cognitive CRM

Squirro Apps for Corporate Financial Services Artificial Intelligence driven Banking


▪ Investment and Corporate Banking: for very long a very profitable business

▪ Post 2008:

– New regulatory requirements

– New systems introduced to comply

– Lots of new fast changing data sources

▪ Present: vast amount of time spent on manual work around inefficient old technology

▪ Advances in AI, data science and cloud computing pave the way to new opportunities

▪ Future: AI will change investment and corporate banking

A FAST CHANGING ENVIRONMENTCorporate Financial Services


INVESTMENT BANKINGSquirro Apps for Corporate Financial Services

Challenges

o Keep winning new businesso Have a thorough

understanding of your clients and their recent actions

o Identify a need for capital ahead of your competition

Solutions

o AI-driven recommendations for potential clients based on recent activity

o Match potential acquirers and buyers for newly issued securities, M&A, etc

o Save hundreds of resource hours of manual research

o Unified search across all dataBenefits

o Source more dealso Increase customer valueo React to opportunities faster and with more agilityo A 360º view of your customers and their needs

Squirro IB App integrated into Salesforce


Sources

▪ Meeting notes from CRM▪ News Articles▪ 10K/Q Filings▪ Earnings Call transcripts

and Presentations▪ …

AI-driven Recommendations

▪ Potential client leads

▪ Possible transactions

▪ Potential counter-party match for a transaction (funder, M&A, etc)

INVESTMENT BANKINGAI driven recommendations of opportunities

Catalyst Detection

▪ Expansion plans▪ Company exploring a

Merger▪ Company exploring an

Acquisition▪ Company exploring a

Divestiture▪ Company exploring an IPO▪ Plans to raise capital▪ Management changes▪ Capital Structure changes


CORPORATE AND INSTITUTIONAL BANKINGSquirro Apps for Corporate Financial Services

Challenges

o Find and win new business sorting through vast amounts of corporate data

o Discuss very large transactions without a complete view of the client

o Stay on top of industry trends

Solutions

o Get alerts for new sales opportunities pushed to you

o Match the right products to each opportunity with AI-driven recommendations

o Automatically identify relevant events and catalysts

Benefits

o Increase business opportunities and drive more revenueo Stay ahead of competition with a streamlined research processo Use AI-driven recommendations to deliver personalized service

to every clientSquirro CIB App integrated into Salesforce


Sources

▪ Meeting notes from CRM▪ News Articles▪ 10K/Q Filings▪ Earnings Call transcripts

and Presentations▪ …


▪ Potential client leads

▪ Product recommendations for each client or new lead

CORPORATE AND INSTITUTIONAL BANKINGAI driven recommendations of opportunities

Catalyst Detection

▪ Recent or Announced Expansion

▪ Investment in Assets▪ Company has FX activity▪ Registers branch office in

foreign country▪ Large new win

announcements▪ Plans to raise capital▪ Management changes▪ Capital Structure changes


REAL ESTATE FINANCESquirro Apps for Corporate Financial Services

Challenges

o Fierce competition over winning new deals and projects

o Fragmented internal and external data sources

o Missed opportunities in developing areas

Solutions

o Generate precise, time-sensitive, actionable leads

o Automated analysis of relevant events across multiple internal and external data sources

o Provide alerts to initiate real estate transactions with AI-driven recommendations

Benefits

o Source new business opportunities and drive more revenueo Improve conversion rates with a greater first-mover advantageo Speed up the process of going from an opportunity to a

completed transaction Squirro for REF App


Sources

▪ Meeting notes from CRM▪ News▪ Premium Real Estate data

feeds▪ Social Media▪ …


▪ Potential client leads -assets potentially needing financing

REAL ESTATE FINANCEAI driven recommendations of opportunities

Catalyst Detection

▪ Upcoming Loan maturities / Refinancing

▪ Tenancy changes▪ Property coming up for sale▪ Property being redeveloped▪ Approaching maturities of funds▪ Funds raising equity▪ RE investors approaching certain

markets▪ Management Changes

Squirro Demo – Artificial Intelligence driven Banking Click to watch live on YouTube

https://squirro.com/request/?ra=FSWebinarEA




Audience Q&A

1. 1. Are your solutions used for investment decisions or investment process? using market data, technical analytics, sentiment, momentums, etc.

2. 2. Does Squirro also take data from Stock exchanges?

3. 3. How does Squirro learn over time? Is there a feedback loop so that suggested deals can be rated and that information could be used to improve the recommendation engine?

4. Watch Recording for all questions & answers here


Thank you!

www.squirro.com

Data & Analytics Summit19 – 21 March, London, UK

Executive Roundtable15 March, New York, US

AI Summit London13 – 14 June, London, UK

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squirro xy insights corporate presentation · 2018-03-07 · sensitive, actionable leads o...

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