AI Solutions – Squiggly Labs

AI-Powered Insights

Real-Time Market Intelligence And Actionable Summaries

Stay ahead of the curve with our AI-powered insights module. We aggregate and analyze news and market data, providing concise summaries that can be used for client outreach, internal reporting, or embedded directly into your website via API.

Automated News Aggregation And Analysis
Customisable Summaries Tailored To Your Specific Needs
API Access For Seamless Integration With Your Existing Platform
Create watch-lists based on client portfolios
Competitive Intelligence Monitoring

Intelligent Documents

Smart Documents

Increase customer understanding and engagement of financial documents

Use AI services to extend financial documents to include Explainers, Presenters and focused topic chat to explain those documents

Massively increase customer engagement with financial documents
Automated Workflows For Approvals And Tracking
Integrat Communication Tools For Seamless Interaction
Audit Trails For Compliance And Record-Keeping
Personalised Client Portals For Easy Access To Information

Explainer AI

Clarify Complex Financial Terms And Advice With AI-Powered Explanations

Empower your clients with clear and concise explanations of financial terms, products, and advice. Our Explainer AI module simplifies complex information, improving understanding and engagement.

AI-Driven Explanations Of Financial Jargon
Interactive Tools For Exploring Financial Concepts
Integration With Advice Documents And Product Information
Customisable Explanations To Match Your Brand Voice
Multilingual Support

AI Finance Agents

Explore using AI Agents to enhance your team productivity

Empower your teams to reach more clients and provide more scalable services with AI Finance Agents. These intelligent agents automate routine tasks, freeing up your team to focus on high-value interactions.