Case Study: Investec Asset Management achieves real-time client intelligence with Squirro

Squirro – delivering insight and competitive advantage for Investec

Investec Asset Management, a global asset management firm with more than $100bn under management, was struggling to make effective use of its premium data sources and internal systems. Although it subscribed to services like FINsearches, important information sat outside Salesforce and across tools such as Huddle, SharePoint and Exchange, leaving relationship managers without a joined-up view and at risk of missing key client and competitor events. Squirro was brought in to help turn this scattered data into actionable insight.

Squirro integrated Investec’s news feeds, premium data sources and internal content directly into Salesforce, giving teams real-time, contextual insights through a client and competitor stream and one-click filters such as personnel changes and financial health. This reduced research time, ensured fund events were not missed, improved client engagement, and delivered a 32% return for Investec. According to the customer, Squirro put the most relevant information right where teams needed it, making the process more efficient and “game changing.”

Investec Asset Management

Lisa Cohen

Manager, Client Group Solutions