This document discusses top solutions for using QlikView business discovery software in the financial services industry. It introduces 10 top solutions: executive dashboards, risk management, expense management, customer analysis, asset management, client servicing, financial management, sales analysis, transaction monitoring, and IT management. For each solution, the document provides an overview and examples of how QlikView can be implemented through sample apps and customer stories. Overall, the document promotes QlikView as an self-service business intelligence platform that can provide on-demand insights and analysis across many areas of financial services.
This analysis provides an overview of the top trends in the commercial banking sector as they shift to technology high gear to boost client efficiency and battle a volatile, uncertain, competitive, and evolving landscape.
First, it was retail banking. Now, advanced technology is shifting to – and disrupting − the commercial banking space. Many commercial banks, known for paperwork, red tape, and branch dependency, were unprepared to support clients during their post-COVID-19 ramp-up. But now, the digital pivot to new mindsets, partnerships, and processes is in overdrive.
As commercial banks grapple with competition from FinTechs, BigTechs, and alternative lenders, their inability
to fulfill SME demands and pandemic after-shocks necessitates transformative process changes and a move
to experiential, sustainable, and inclusive banking models. We expect banks to strive to meet the demands
of corporate clients and SMEs by digitally transforming critical workflows and improving client experience.
Additionally, incremental process improvements in the middle and back-office that leverage intelligent
automation will keep the competition at bay because engaged clients are loyal.
Adopting newer methods to mine data and moving to as-a-Service models will prepare commercial banks
to flexibly respond to newcomers and find ways to co-exist through effective collaboration. The time has come for commercial banks to put transformation on the fast track as lending losses in wallet and market share could spill over to other functions!
How incumbents react and respond to 2022 trends could determine their relevancy and resiliency in the years ahead.
Ignatica is a digital insurance administration platform that allows insurers to launch new products in days rather than months. It provides a flexible product engine for independent and configurable product definitions. Insurers can access transaction data in real-time for advanced analytics and dynamic pricing adjustments. Ignatica's event-driven microservices architecture allows products to have unique rules and calculations while seamlessly integrating with insurers' existing systems through APIs. This approach facilitates migrating products individually to Ignatica without disrupting business operations.
Nipro Europe NV uses QlikView to analyze data from four different SAP systems across sales, operations, and finance departments. QlikView apps allow employees to find, analyze, and discuss relevant data to make better decisions more quickly. Benefits include eliminating manual data requests, reducing days sales outstanding, and improving data quality and consolidation times. QlikView provides an associative experience that automatically links related data for ad hoc analysis and strategic decision making.
Bradley Trychta has over 20 years of experience leading large-scale finance transformation projects. He was the Director of Finance for Waste Management's BEST program, which established a PMO and project team to implement a multi-year, enterprise-wide transformation involving PeopleSoft finance modules across 1,200 business units. He then joined Exelon as Director of Finance Systems and helped build a 5-year financial blueprint, leading projects to improve month-end closes, implement management reporting, and prepare Exelon for mergers and acquisitions.
The document discusses PwC's operational excellence services for oil and gas companies. It provides an overview of their capabilities in five key areas: E&P core improvement, strategic competence management, asset optimization, supply chain management, and key performance indicators. PwC aims to help clients develop a clear picture of potential operational gains and ensure they are on an accelerated path to achieve them through a structured approach and proven methodology.
Are you ready to harness the power of big data and turn your data streams into real revenue opportunities? Introducing CSI IQ – a suite of enhancements and ancillary solutions that are fully integrated into NuPoint® core processing solution. From greater search and data view functionality to reimagined mobility and world-class business analytics capabilities, CSI IQ provides your financial institution with the tools it needs to be competitive in the market place and meet evolving consumer demands.
A strategic review of the top five offshore vendorsSemalytix
The document summarizes strategies of the top 5 Indian IT service providers - Cognizant, HCL, Infosys, TCS, and Wipro. It discusses how they weathered the recession through cost cuts and new pricing models. It then analyzes each provider's strategy, noting that Cognizant focuses on innovation and client value, HCL differentiates through employee empowerment, Infosys aims to make clients smarter through platforms and solutions, TCS builds on its leadership with new offerings like ITaaS, and Wipro focuses on collaboration and efficiency. Overall the providers see growth opportunities in new markets and segments post-recession.
This analysis provides an overview of the top trends in the commercial banking sector as they shift to technology high gear to boost client efficiency and battle a volatile, uncertain, competitive, and evolving landscape.
First, it was retail banking. Now, advanced technology is shifting to – and disrupting − the commercial banking space. Many commercial banks, known for paperwork, red tape, and branch dependency, were unprepared to support clients during their post-COVID-19 ramp-up. But now, the digital pivot to new mindsets, partnerships, and processes is in overdrive.
As commercial banks grapple with competition from FinTechs, BigTechs, and alternative lenders, their inability
to fulfill SME demands and pandemic after-shocks necessitates transformative process changes and a move
to experiential, sustainable, and inclusive banking models. We expect banks to strive to meet the demands
of corporate clients and SMEs by digitally transforming critical workflows and improving client experience.
Additionally, incremental process improvements in the middle and back-office that leverage intelligent
automation will keep the competition at bay because engaged clients are loyal.
Adopting newer methods to mine data and moving to as-a-Service models will prepare commercial banks
to flexibly respond to newcomers and find ways to co-exist through effective collaboration. The time has come for commercial banks to put transformation on the fast track as lending losses in wallet and market share could spill over to other functions!
How incumbents react and respond to 2022 trends could determine their relevancy and resiliency in the years ahead.
Ignatica is a digital insurance administration platform that allows insurers to launch new products in days rather than months. It provides a flexible product engine for independent and configurable product definitions. Insurers can access transaction data in real-time for advanced analytics and dynamic pricing adjustments. Ignatica's event-driven microservices architecture allows products to have unique rules and calculations while seamlessly integrating with insurers' existing systems through APIs. This approach facilitates migrating products individually to Ignatica without disrupting business operations.
Nipro Europe NV uses QlikView to analyze data from four different SAP systems across sales, operations, and finance departments. QlikView apps allow employees to find, analyze, and discuss relevant data to make better decisions more quickly. Benefits include eliminating manual data requests, reducing days sales outstanding, and improving data quality and consolidation times. QlikView provides an associative experience that automatically links related data for ad hoc analysis and strategic decision making.
Bradley Trychta has over 20 years of experience leading large-scale finance transformation projects. He was the Director of Finance for Waste Management's BEST program, which established a PMO and project team to implement a multi-year, enterprise-wide transformation involving PeopleSoft finance modules across 1,200 business units. He then joined Exelon as Director of Finance Systems and helped build a 5-year financial blueprint, leading projects to improve month-end closes, implement management reporting, and prepare Exelon for mergers and acquisitions.
The document discusses PwC's operational excellence services for oil and gas companies. It provides an overview of their capabilities in five key areas: E&P core improvement, strategic competence management, asset optimization, supply chain management, and key performance indicators. PwC aims to help clients develop a clear picture of potential operational gains and ensure they are on an accelerated path to achieve them through a structured approach and proven methodology.
Are you ready to harness the power of big data and turn your data streams into real revenue opportunities? Introducing CSI IQ – a suite of enhancements and ancillary solutions that are fully integrated into NuPoint® core processing solution. From greater search and data view functionality to reimagined mobility and world-class business analytics capabilities, CSI IQ provides your financial institution with the tools it needs to be competitive in the market place and meet evolving consumer demands.
A strategic review of the top five offshore vendorsSemalytix
The document summarizes strategies of the top 5 Indian IT service providers - Cognizant, HCL, Infosys, TCS, and Wipro. It discusses how they weathered the recession through cost cuts and new pricing models. It then analyzes each provider's strategy, noting that Cognizant focuses on innovation and client value, HCL differentiates through employee empowerment, Infosys aims to make clients smarter through platforms and solutions, TCS builds on its leadership with new offerings like ITaaS, and Wipro focuses on collaboration and efficiency. Overall the providers see growth opportunities in new markets and segments post-recession.
The document outlines Oracle's vision and strategy for the insurance industry. It discusses Oracle Insurance solutions that provide flexible, best-in-class applications to support core insurance business processes. It highlights Oracle's end-to-end insurance solution that includes applications for areas like policy administration, billing, claims, and more. The solution enables application integration and pre-integrated solutions to help insurers improve efficiency, agility, and compliance.
Which APIs Which Business Models - A Real-World Guide for Bangladesh BanksWSO2
Learn how banks of different sizes can choose between different API-enabled business models to cut costs, streamline internal workflows and deliver better consumer experiences.
The document discusses challenges with modernizing legacy applications, including containing maintenance costs and adapting to changing technology. It notes that VB6 and ASP are becoming outdated and that migrating VB code to newer platforms like C# represents a large market opportunity. A case study is presented of a company that migrated 1.2 million lines of VB6 code to C# using Great Migrations tools, coming in under budget and on schedule while experiencing minimal business disruption during the migration. The methodology used by Great Migrations for migrations is described as tool-assisted, agile, iterative and aimed at balancing risk, cost, and business disruption.
Best Practices for Rating and Policy Administration System ReplacementEdgewater
Edgewater Technology, AQS and ISO joined forces to share best practices for replacing policy administration and rating systems for P&C insurance companies.
The document provides an overview of the QlikView platform, which delivers an associative experience for business discovery. It discusses how QlikView differs from traditional BI tools by maintaining associations between all data elements. The key components of the QlikView platform are the QlikView Server, QlikView Publisher, and QlikView Desktop. QlikView Server handles the in-memory data and client communication, QlikView Publisher manages document distribution, and QlikView Desktop is used by analysts to build applications and by users for analysis.
Insurance rating software is defined as an integrated software to handle the needs of insurers of all sizes. It is used to calculate the premium associated with a policy or other transactions. It stores the rating rules and algorithms, the base rates and associated factors, and the rules necessary to combine the rates and algorithms to calculate a premium.
The Perfect Storm & Your Information StrategyCapgemini
This document discusses how information technology and globalization are driving changes in business logic and strategies. It argues that an "information strategy" is needed to strategically utilize information as a critical resource. The key aspects of an effective information strategy are that it must be business-driven, prioritize projects based on business objectives and key information capabilities, and create value for the business. The document provides an example of what an information strategy journey may look like in developing business data layers, applications, and governance processes to strategically manage information.
Magenta advisory: Data Driven Decision Making –Is Your Organization Ready Fo...BearingPoint Finland
It’s nice to have loads of data. Nevertheless, many managers start to sweat when it comes to genuinely fact-based decision making. This study reveals the keys to leveraging big data successfully.
CWIN17 san francisco-geert vanderlinden-don't be stranded without a (gdpr) planCapgemini
This document discusses cybersecurity challenges and trends for organizations, and recommends outsourcing security operations to a managed security operations center (SOC) provided by Capgemini. Key points include:
- Many organizations lack strong data privacy/security frameworks and skills to manage growing cyber risks.
- Threats are becoming more sophisticated from hackers, crime and intelligence agencies while regulatory pressures like GDPR are increasing.
- Capgemini offers managed SOC services that can be fully dedicated or multi-tenant, providing security protections, compliance, and response capabilities.
- Their services help address concerns of chief information security officers while aligning with privacy principles of understanding data flows and implementing appropriate controls.
[Webinar] - Digital Transformation Journey in Dairy IndustryJK Tech
Digital Transformation Journey in Dairy Industry: To Combat the Traceability and Costing of Milk Components from Farm to Table.
JK Tech Smart Dairy is an orchestrated design, solution and framework that captures key moments of the milk journey right from the producers to the customer, and all operational activities are fully mapped to address user expectations, business challenges, Industry trends with the right technology enablement.
The core foundation of the solution is on a 3-dimension axis across the dairy value chain, from producers to customers and supports the key business processes including sale and purchases, inventory management, stock valuation, variable product costing and daily production.
THE KEY HIGHLIGHTS OF THE SOLUTION:
1) Seamless milk procurement module.
2) Material balancing tool for Production Planning.
3) Real-Time Product Costing at milk component level.
4) Gain & Loss traceability at each of stage of milk and milk components.
5) Tracking and traceability of milk and milk products.
The demand for embedded finance is rising and Banking as a Service (BaaS) with APIs and strong risk and compliance capability is offering bundled service, generally white-labeled or cobranded services for non banks to serve their customers.
Will you lead or lag? Modernizing enterprise applications to succeed in digit...IBM
Digital transformation is all around us—every industry worldwide is experiencing it and it's not a "one and done" event. What separates leaders and laggards in digital transformation? Learn from IBM client case studies on how they are succeeding at digital reinvention, including key actions they are taking and the quantitative results they are realizing. Additionally, hear about the key findings from the IBM commissioned Forrester global study that uncovered the importance of enterprise applications as the critical foundation to enable success in digital transformation. The study documents the best practices and results of organizations that are succeeding at digital reinvention.
Capgemini & EMC Transform Brazilian Businesses with Next-Generation Cloud Sol...Capgemini
Brazil is going through a digital transformation. Learn about how Capgemini and EMC are partnering to deliver best-in-class, cloud-based solutions to help clients succeed.
These transformational offers such as SAP HANA aaS or ECM aaS are based on the suite of EMC’s Federation of technology including VNX, VMAX, VMware.
Presented by Gustavo Trevisan, CTO, Capgemini Brazil, at EMC World 2014.
http://www.capgemini.com/emc
TATA group company Nelito integrates MAIA's 1KEY for FinCraft Core Banking So...Dhiren Gala
These solutions are also now being offered in a hosted model bringing rich functionality at
affordable costs and without capex to the discerning customer
Eurisc analytics and big data solutionsmarcoxplace
Eurisc Analytics provides credit bureau scoring and analytic solutions to financial and non-financial industries using data from credit bureaus in multiple countries. The presentation discusses new products and services being developed for credit bureaus in Italy, the Czech Republic, Slovakia, India, and Vietnam. It also outlines Eurisc's vision to defend the value of credit bureau data through more advanced analytic solutions that demonstrate real economic benefits for clients. Big data solutions using artificial neural networks and intelligent data mining techniques are presented as ways to discover new patterns and relationships in credit bureau data to develop improved services.
The document discusses the challenges of payment modernization programs at financial institutions. It argues that most programs fail due to an "engine-centric" approach where the focus is on replacing legacy payment processing engines. This leads to long implementation timelines and a lack of agility. The document proposes a "hub-centric" approach where common services are separated from the engines into a shared payments hub. This allows for earlier delivery of benefits and a more iterative implementation that is better able to respond to changing market needs.
In this latest edition of our regular newsletter, The Gen, we take a look at some of the current trends and emerging technologies particularly in the healthcare and personal care sectors. Our first article examines how algorithms are enabling low cost 3D visualisation in surgery.
The second feature looks at how information systems are reshaping healthcare delivery; other topics covered in the newsletter include our perspective on how wireless communication systems are improving the way medical devices work, and the use of chemistry in personal care devices.
We finish with an article by the Prof Phil Gray, MD of Quadro Design, a member of the Sagentia Group, on the subject of the industrial design revolution.
http://www.sagentia.com/The-Gen-Summer-2013
This document provides guidance on how to build a successful fintech startup. It outlines several key steps:
1) Consider the relevant laws and regulations governing fintech in target markets and consult legal advisors.
2) Choose an appropriate technology and partner company to help implement it.
3) Identify potential investors and partners who can help accelerate growth but be careful not to lose control.
4) Understand the funding needs at different stages from prototypes to growth and customer acquisition.
The document outlines Oracle's vision and strategy for the insurance industry. It discusses Oracle Insurance solutions that provide flexible, best-in-class applications to support core insurance business processes. It highlights Oracle's end-to-end insurance solution that includes applications for areas like policy administration, billing, claims, and more. The solution enables application integration and pre-integrated solutions to help insurers improve efficiency, agility, and compliance.
Which APIs Which Business Models - A Real-World Guide for Bangladesh BanksWSO2
Learn how banks of different sizes can choose between different API-enabled business models to cut costs, streamline internal workflows and deliver better consumer experiences.
The document discusses challenges with modernizing legacy applications, including containing maintenance costs and adapting to changing technology. It notes that VB6 and ASP are becoming outdated and that migrating VB code to newer platforms like C# represents a large market opportunity. A case study is presented of a company that migrated 1.2 million lines of VB6 code to C# using Great Migrations tools, coming in under budget and on schedule while experiencing minimal business disruption during the migration. The methodology used by Great Migrations for migrations is described as tool-assisted, agile, iterative and aimed at balancing risk, cost, and business disruption.
Best Practices for Rating and Policy Administration System ReplacementEdgewater
Edgewater Technology, AQS and ISO joined forces to share best practices for replacing policy administration and rating systems for P&C insurance companies.
The document provides an overview of the QlikView platform, which delivers an associative experience for business discovery. It discusses how QlikView differs from traditional BI tools by maintaining associations between all data elements. The key components of the QlikView platform are the QlikView Server, QlikView Publisher, and QlikView Desktop. QlikView Server handles the in-memory data and client communication, QlikView Publisher manages document distribution, and QlikView Desktop is used by analysts to build applications and by users for analysis.
Insurance rating software is defined as an integrated software to handle the needs of insurers of all sizes. It is used to calculate the premium associated with a policy or other transactions. It stores the rating rules and algorithms, the base rates and associated factors, and the rules necessary to combine the rates and algorithms to calculate a premium.
The Perfect Storm & Your Information StrategyCapgemini
This document discusses how information technology and globalization are driving changes in business logic and strategies. It argues that an "information strategy" is needed to strategically utilize information as a critical resource. The key aspects of an effective information strategy are that it must be business-driven, prioritize projects based on business objectives and key information capabilities, and create value for the business. The document provides an example of what an information strategy journey may look like in developing business data layers, applications, and governance processes to strategically manage information.
Magenta advisory: Data Driven Decision Making –Is Your Organization Ready Fo...BearingPoint Finland
It’s nice to have loads of data. Nevertheless, many managers start to sweat when it comes to genuinely fact-based decision making. This study reveals the keys to leveraging big data successfully.
CWIN17 san francisco-geert vanderlinden-don't be stranded without a (gdpr) planCapgemini
This document discusses cybersecurity challenges and trends for organizations, and recommends outsourcing security operations to a managed security operations center (SOC) provided by Capgemini. Key points include:
- Many organizations lack strong data privacy/security frameworks and skills to manage growing cyber risks.
- Threats are becoming more sophisticated from hackers, crime and intelligence agencies while regulatory pressures like GDPR are increasing.
- Capgemini offers managed SOC services that can be fully dedicated or multi-tenant, providing security protections, compliance, and response capabilities.
- Their services help address concerns of chief information security officers while aligning with privacy principles of understanding data flows and implementing appropriate controls.
[Webinar] - Digital Transformation Journey in Dairy IndustryJK Tech
Digital Transformation Journey in Dairy Industry: To Combat the Traceability and Costing of Milk Components from Farm to Table.
JK Tech Smart Dairy is an orchestrated design, solution and framework that captures key moments of the milk journey right from the producers to the customer, and all operational activities are fully mapped to address user expectations, business challenges, Industry trends with the right technology enablement.
The core foundation of the solution is on a 3-dimension axis across the dairy value chain, from producers to customers and supports the key business processes including sale and purchases, inventory management, stock valuation, variable product costing and daily production.
THE KEY HIGHLIGHTS OF THE SOLUTION:
1) Seamless milk procurement module.
2) Material balancing tool for Production Planning.
3) Real-Time Product Costing at milk component level.
4) Gain & Loss traceability at each of stage of milk and milk components.
5) Tracking and traceability of milk and milk products.
The demand for embedded finance is rising and Banking as a Service (BaaS) with APIs and strong risk and compliance capability is offering bundled service, generally white-labeled or cobranded services for non banks to serve their customers.
Will you lead or lag? Modernizing enterprise applications to succeed in digit...IBM
Digital transformation is all around us—every industry worldwide is experiencing it and it's not a "one and done" event. What separates leaders and laggards in digital transformation? Learn from IBM client case studies on how they are succeeding at digital reinvention, including key actions they are taking and the quantitative results they are realizing. Additionally, hear about the key findings from the IBM commissioned Forrester global study that uncovered the importance of enterprise applications as the critical foundation to enable success in digital transformation. The study documents the best practices and results of organizations that are succeeding at digital reinvention.
Capgemini & EMC Transform Brazilian Businesses with Next-Generation Cloud Sol...Capgemini
Brazil is going through a digital transformation. Learn about how Capgemini and EMC are partnering to deliver best-in-class, cloud-based solutions to help clients succeed.
These transformational offers such as SAP HANA aaS or ECM aaS are based on the suite of EMC’s Federation of technology including VNX, VMAX, VMware.
Presented by Gustavo Trevisan, CTO, Capgemini Brazil, at EMC World 2014.
http://www.capgemini.com/emc
TATA group company Nelito integrates MAIA's 1KEY for FinCraft Core Banking So...Dhiren Gala
These solutions are also now being offered in a hosted model bringing rich functionality at
affordable costs and without capex to the discerning customer
Eurisc analytics and big data solutionsmarcoxplace
Eurisc Analytics provides credit bureau scoring and analytic solutions to financial and non-financial industries using data from credit bureaus in multiple countries. The presentation discusses new products and services being developed for credit bureaus in Italy, the Czech Republic, Slovakia, India, and Vietnam. It also outlines Eurisc's vision to defend the value of credit bureau data through more advanced analytic solutions that demonstrate real economic benefits for clients. Big data solutions using artificial neural networks and intelligent data mining techniques are presented as ways to discover new patterns and relationships in credit bureau data to develop improved services.
The document discusses the challenges of payment modernization programs at financial institutions. It argues that most programs fail due to an "engine-centric" approach where the focus is on replacing legacy payment processing engines. This leads to long implementation timelines and a lack of agility. The document proposes a "hub-centric" approach where common services are separated from the engines into a shared payments hub. This allows for earlier delivery of benefits and a more iterative implementation that is better able to respond to changing market needs.
In this latest edition of our regular newsletter, The Gen, we take a look at some of the current trends and emerging technologies particularly in the healthcare and personal care sectors. Our first article examines how algorithms are enabling low cost 3D visualisation in surgery.
The second feature looks at how information systems are reshaping healthcare delivery; other topics covered in the newsletter include our perspective on how wireless communication systems are improving the way medical devices work, and the use of chemistry in personal care devices.
We finish with an article by the Prof Phil Gray, MD of Quadro Design, a member of the Sagentia Group, on the subject of the industrial design revolution.
http://www.sagentia.com/The-Gen-Summer-2013
This document provides guidance on how to build a successful fintech startup. It outlines several key steps:
1) Consider the relevant laws and regulations governing fintech in target markets and consult legal advisors.
2) Choose an appropriate technology and partner company to help implement it.
3) Identify potential investors and partners who can help accelerate growth but be careful not to lose control.
4) Understand the funding needs at different stages from prototypes to growth and customer acquisition.
The document discusses QlikView solutions for life sciences companies. It introduces QlikView as a business discovery platform for self-service BI. It then lists the top 10 QlikView solutions for pharmaceutical and biopharmaceutical companies, including executive dashboards, regulatory compliance, sales automation, clinical trial management, and manufacturing intelligence. Specific solutions like executive scorecards and regulatory compliance are then described in more detail with examples.
This document discusses how visual analytics can help drive digital transformation in the retail banking industry. It covers key trends like demographic changes, evolving customer behaviors, and increasing regulations that are challenging traditional banks. It advocates using visual analytics to improve customer centricity, operational efficiencies, risk management, and other initiatives. Case studies are presented showing how banks like ANZ and Swedbank have used visual analytics platforms like Qlik to gain insights from data and remain competitive against technology companies.
i-Apply is a loan origination solution that streamlines the complex loan origination process for various banking products like consumer loans, mortgages, and credit cards. It integrates with core banking systems and automates workflows to improve compliance with regulations while reducing costs and risks. i-Apply provides customizable interfaces, robust application processing, and audit trails to improve efficiency and customer satisfaction throughout the origination lifecycle.
FINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. ModicaLinda Modica
This short visual presentation contains the design work of Linda C. Modica, a NYC-Metro area art director & graphic designer. Selected published works for GSMI, IMN (Information Management Network) and Black Swan Consulting Group.
QlikView is a business intelligence software company with over 15,000 customers in 100 countries. It provides an easy to use, consumer-like experience for analyzing large amounts of business data using associative search. Customers appreciate its simplicity, speed, and self-service capabilities. QlikView has experienced strong revenue and customer growth in recent years.
The document discusses Eventure Interactive, a company developing a social calendaring application. It notes the large market opportunity given the billions of users of social and calendar applications. Eventure aims to transform how people plan, invite, capture and share events through its dynamic calendar, designer invitations, local check-in features, and photo/video sharing capabilities. The company expects to generate revenue through various sources including digital invitations, ad suppression subscriptions, and targeted listings. Eventure believes its solution and first-mover advantage can make it a leader in the new category of social calendaring.
The document describes iBancs360, an insurance CRM platform developed by iBox7 that aims to revolutionize the insurance industry by addressing challenges in managing customer relationships, ensuring suitable products, precision sales, and regulatory compliance. The platform provides a suite of tools including customer relationship management, an automated product suitability engine, and regulatory compliance features to insurance providers and distributors. A case study highlights how the platform helped Abu Dhabi Islamic Bank increase sales volumes, improve efficiency, enhance customer experience, and ensure full regulatory compliance.
Qlik Sense receives excellent customer feedback in its first appearance in THE BI Survey. It is top-ranked among large international BI vendors for project success, business value, and customer experience. Customers also see Qlik Sense as innovative, giving it strong ratings in categories like cloud BI, mobile BI, and location intelligence. Qlik Sense is primarily used for dashboards, basic data analysis, and ad hoc querying by a median of 100 users, though some deployments support over 500 users.
Tiered Application Management: Meeting the Need for Speed and ReliabilityCognizant
Deploying a multitiered approach to application management, guided by analysis of historic performance issues, helps companies respond to digital requirements while cutting costs.
QlikView provides a unique Business Discovery platform that allows users to freely explore data and answer their own questions without being constrained to predefined reports or visualizations. It does this through its patented associative engine that holds data in memory, maintains associations between all data, and dynamically calculates aggregations in response to user selections. This enables an associative experience where users can start from any data point and navigate the data in any way by making simple clicks. QlikView also offers collaboration, mobility and big data capabilities to further empower information workers.
The document discusses how QlikView is unique compared to traditional BI and standalone visualization tools. It focuses on QlikView's ability to empower users to explore data freely and answer their own questions through simple clicks and selections. This allows users to follow their own "information scent" and path of inquiry. As more users have access to QlikView apps, more questions can be answered without adding more traditional reports or visualizations. The key aspects that enable this are QlikView's patented associative engine that holds data in-memory and dynamically updates all visualizations based on user selections, as well as its support for collaboration and exploration of data from anywhere.
Empower Your Corporate Bank with Finacle's Comprehensive Solutionsnehapaul23
Finacle Corporate Banking is a one-stop solution suit to help drive the digital modernization of your corporate bank. Enhance your corporate banking services with Finacle's suite of solutions designed to streamline operations, improve customer engagement, and drive growth. From corporate lending and cash management to trade finance and payments, discover how Finacle's solutions can help your bank stay ahead in the competitive corporate banking landscape.
Learn More: https://www.edgeverve.com/finacle/solutions/corporate-banks/
The document discusses how Dynamics 365 Finance can help organizations maximize financial visibility and profitability. It describes features for budget planning and forecasting, cash management, procurement, credit and collections, revenue recognition, financial reporting, and enabling new financial models. It also discusses how the hub and spoke model using Dynamics 365 Finance and Business Central can provide business continuity across organizations.
QlikView for Risk and Customer IntelligenceQlikView-India
This document provides an overview of QlikView software for risk management and customer intelligence applications in the financial services industry. It begins with an agenda and introduces QlikView's capabilities for risk/fraud analysis and customer intelligence. It then presents several case studies of banks and financial institutions using QlikView for tasks like risk monitoring, fraud investigation, customer targeting, and transaction analysis. Screenshots of sample QlikView applications are shown. The document concludes by discussing QlikView's uniqueness and advantages over traditional business intelligence tools.
Similar to DS-QlikView-Top-10 Solutions-Financial-Services-EN (20)
2. 2 | QlikView Business Discovery in Financial Services
QlikView Business Discovery
in financial services
Top 10 Solutions for Financial Services
Over 2,500 Financial Services institutions
rely on QlikView to empower business users
and decision-makers today, by providing
access to on-demand analysis, insights and
business discovery.
QlikView is the leading Business Discovery platform, delivering true self service
BI that empowers business users by driving innovative decision-making. While
QlikView can be applied to practically any business area, the Top 10 Solutions
for Financial Services highlight some of the most common areas that QlikView
is deployed across the financial services industries.
Each solution includes examples of ‘QlikView Apps’ that are intended to showcase
the art of the possible and act as a best practice example of deploying QlikView
in a particular business area. QlikView Apps are not productized and supported
solution templates but instead examples of how QlikView can be implemented and
tailored for your organization’s needs. The following one page solution data sheets
are comprised of an overview, sample app screenshots and real-world customer
stories. Examples of each solution can be demonstrated or shared by contacting
your Qlik representative.
The top 10 solutions in
financial services are:
• Executive dashboards
and scorecards
• Risk management and
regulatory compliance
• Expense management
• Customer analysis and
targeting
• Asset management and
investment analysis
• Client servicing
• Financial management
• Sales and revenue analysis
• Transaction monitoring
• IT management
3. QlikView Business Discovery in Financial Services | 3
Challenge
Instability in the financial markets, combined with greater connectivity through smart
devices and increasingly stringent regulation mean that C-suite financial services
executives have never been more accountable. Executives now face pressure
to not only oversee enterprise operations but also immediately react to changes
in the market. Furthermore, there is an increasing expectation that interested
stakeholders, both internally and externally, should have direct access to information
regarding the organization’s current performance. Executives must find a way to
meet these increasing pressures despite their full schedule which often includes
travel away from the office.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to address
and demonstrate capabilities related to this solution area. QlikView for Executive
Dashboards and Scorecards apps allow business users to make faster and better
informed decisions by allowing them to:
• Gain executive insight into business results and benchmark multiple key
performance indicators against forecasts by product, geography, industry,
line of business, etc.
• View and analyze aggregated intra-day data across multiple and disparate
sources as opposed to waiting for end-of-month reports which don’t allow
for short term opportunity spotting and issue resolution
• Ensure transparency and communicate performance across
stakeholders including the executive suite, board members, internal
employees and shareholders
• While traveling, stay fully informed and connected by leveraging mobile
access to business data that can be instantly analyzed and shared
Customer examples
• A Top 10 Global Bank’s CEO analyzes his daily QlikView dashboard from
his iPad while being driven to work each morning
• Anadolu Sigorta deployed a QlikView system which can satisfy everybody
from senior management to agents through its simplicity and visual content
• Coface Ibérica executives leveraged QlikView for improved monitoring
of KPIs and critical factors including rates, ratios, premiums, claims,
and variations
• A leading UK bank executive team analyzed M&A targets by conducting
‘what-if’ analysis on acquisition scenarios inside QlikView
QlikView for executive dashboards
and scorecards in financial services
Empowering top-level decision-makers
Example: insurance exec scorecard app
…With regard to the ROI, I dare
say that QlikView is of major value
to Aon. Quantifying our cost savings
or QlikView’s ROI doesn’t do the
solution enough justice. After all, how
can one measure the true value of
true Business Discovery, which helps
the entire organization focus on KPIs,
revenue growth and cost reduction?
— Arjan (A.J.) van den Herik, Project Management
Office Manager, Aon Groep Nederland BV
Example: financial scorecard app
4. 4 | QlikView Business Discovery in Financial Services
Challenge
Continued volatility in the global financial markets has led to increased
pressure and scrutiny on the financial services sector. Regulators have
initiated stringent reforms such as Basel II/III for Banking and Solvency II for
Insurance and further regulations are being introduced. There has never been
a greater need for uniform risk management analytics to ensure consistency
and transparency while meeting regulatory requirements. However, risk data
is typically created and stored on disparate technology stacks, produced in
different geographies and organized by different risk classes such as credit/
operational/market risk. This often hinders efforts to produce insightful,
accurate and actionable risk analytics.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to
address and demonstrate capabilities related to this solution area. QlikView
for Risk Management apps allow business users to make faster and better
informed decisions by allowing them to:
• Explore large volumes of risk data through QlikView’s in-memory
associative data layer which enables non-linear analytical paths and
drill through to details
• Aggregate multiple sources of risk data including VaR and stress test
output which can be searched on and annotated
• Quickly respond to unplanned regulatory inquiries and minimize manual
efforts related to custom risk reporting and analysis
• Analyze intra-day liquidity and the effects on capital
QlikView for risk management and
regulatory compliance in financial services
Consistent and transparent mitigation of risk
Example: real-time/intraday liquidity risk app.
Developed with panopticon, qlikview technology
partner
One of the best things we’ve
discovered using QlikView is the value
of transparency both with our senior
management and our regulators.
— Senior Risk Manager, Top 10 Global Bank
5. QlikView Business Discovery in Financial Services | 5
Example: credit risk app
Customer examples
• A top 10 global investment bank puts QlikView directly in front of bank
examiners (ie: regulator) so they can analyze details in a self-service
manner during their daily audits. Prior to QlikView, it required a team of
analysts to answer regulator inquiries
• Lockton Insurance “Analytical Risk Metric Resource” (ARMR) solution
provides analytics for clients’ insurance risk management programs,
helping to earn two major technology awards: Information Week 500
award; and ImpacT Award, Kansas City Business Journal
• In one month, ABN AMRO Banque Neuflize OBC developed a
QlikView regulatory scoring application, monitoring application and
several analyses related to compliance
• A top 10 global bank helped achieve Basel II compliance by deploying
QlikView for risk data quality management and analysis
• A leading UK life insurer is analyzing risk scenario models and 100s of
millions of rows of risk data as part of their Solvency II compliance
6. 6 | QlikView Business Discovery in Financial Services
Challenge
Now more than ever, financial services firms are looking to do ‘more with less’.
Investments must show near-term ROI and new projects must show tangible
cost reduction or revenue growth. Since financial services firms have very large
expense budgets, even a small percentage reduction in expenses will result in
significant cost savings. Firms that operate efficiently and reduce costs can more
effectively improve profitability, better manage economic capital and increase
overall shareholder value.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to address
and demonstrate capabilities related to this solution area. QlikView for Expense
Management apps allow business users to make faster and better informed
decisions by allowing them to:
• Discover, search and analyze large volumes of expense data from
disparate sources in a single, intuitive expense dashboard in online,
offline and mobile environments
• Investigate activity-based costs and expenses across multiple geographies,
languages and currencies to identify spending trends and efficiency
opportunities while ensuring complete consistency and transparency
• Produce consolidated and interactive on demand analysis quickly and
securely while eliminating the reliance on end-of-month static reports
• Annotate expense discrepancies and use collaborative sessions to create
a live review of outliers and trends so users can make better informed
decisions with others
Customer examples
• A top 10 investment bank saw a 6,000% ROI saving in just 1 year by
deploying QlikView for Market Data Services analytics
• A top 10 global bank realized 7 figure savings by deploying QlikView
across 120+ GLs and a $4 billion+ budget
• A leading credit card company now analyzes expenses daily, not monthly,
giving better client servicing, reducing risk and improving use of capital
• A leading US bank saw a 7% reduction in expenses after just 3 weeks
QlikView for expense
management in financial services
Analyzing spend and P&L
Example: expense management app. Developed by
project brokers, elite QlikView solution provider
Example: supplier spend analysis app
We discard Excel in favor of
QlikView.
—VP Expense Management, Top 5 Global Bank
7. QlikView Business Discovery in Financial Services | 7
Challenge
Good customer relationships are key to the success of any business, and even
more so in challenging market conditions. Sales teams are under growing pressure
to deliver outstanding service to their clients while leveraging analytical solutions
that will give them a competitive advantage. However, while all customers are
important to an organization, forward looking sales teams strive to ensure they
allocate their limited resources and spend to areas that will produce the greatest
return on investment. A system that provides analytics on integrated customer
data can help sales teams target the right prospects and strengthen relationships
with their most valued and profitable customers.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to address
and demonstrate capabilities related to this solution area. QlikView for Customer
Analysis and Targeting apps allow business users to make faster and better
informed decisions by allowing them to:
• Improve customer analysis through integrated data, leading to improved sales
and marketing campaigns and facilitating better up-selling and cross-selling
• Incorporate social media data to analyze customer sentiment and correlate
customer behavior and buying trends
• Analyze and calculate customer profitability which empowers sales teams
to focus on the most important customers
• Leverage industry benchmark and third party reference data to gain an
accurate view of true market conditions, present performance, assessment
of potential and opportunity spotting
Customer examples
• California Casualty’s use of QlikView allowed sales managers to increase
average telesales per agent from 1.6 to 2.0 per day or approximately
200 sales per month, an improvement of more than 25%
• Colonial Life has provided online access to sales and customer data to
more than 7,800 sales agents, creating greater efficiency in enrollment
and renewal processes
• Berenberg Bank leveraged QlikView for more efficient customer relations
by using up-to-date, complete, and transparent data
• A top Nordic bank deployed QlikView to 6,000+ users across 500+
branches to enable more effective customer targeting at the individual
branch level. Increased volume and quality of customer interactions with
expected revenue impact of >$21 million.
QlikView for customer analysis
and targeting in financial services
Empowering sales teams to grow revenue
Example: retail banking customer analysis app
Example: customer analysis and targeting app
Thanks to QlikView, customer data
is now available to us more quickly,
more clearly, and more comprehensibly
than before. This transparency is a
significant prerequisite for the efficient
organization of our customer relations.
— Markus Zwyssig, Member of the Board,
Berenberg Bank in Switzerland
8. 8 | QlikView Business Discovery in Financial Services
Challenge
Financial institutions are facing increasing pressure to maximize return on existing
investment and improve the ability to spot and seize new opportunities for increased
revenue. For asset and investment managers, this requires insight into questions
such as: Which investments are under performing; Which funds are experiencing
portfolio drift and why; What is the exposure to companies, industries, and related
securities most affected by the recent economic crisis; What is the forecasted level
of redemptions etc. There is a need to reduce investment transaction costs and
identify areas of inefficiency. Sales and relationship managers can also use analytics
to improve performance and encourage the distribution of new products or high-
margin cross-sells.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to address
and demonstrate capabilities related to this solution area. QlikView for Asset
Management and Investment Analysis apps allow business users to make faster
and better informed decisions by allowing them to:
• Analyze portfolios down to individual position level while comparing
performance and costs by broker, portfolio manager, fund, sector, market
and other dimensions
• Understand performance and analyze scenarios across asset classes
including Equities, Fixed Income, Foreign Exchange and Alternatives
• Incorporate external industry and market data to investigate scenarios
related to interest rates, FX rates and commodity prices to manage risk
and ensure more balanced portfolios
• Interact and collaborate with investment professionals including external
clients to improve servicing and cross-selling.
Customer examples
• A leading UK asset manager deployed QlikView in over 40 business
areas including AUM, Attribution analysis, Performance analysis, MIS,
Fees and money movements, Asset class/Asset exposures, Operational
dashboarding, and others
• A global asset management firm analyzes over 1 billion rows of investment
data in a single QlikView application and compressed 50+ GBs of data to
<10% of its original size in QlikView
• ABN Amro Banque Neuflize OBC Investments realized 120 staff days
saved in preparing reports for monitoring application of procedures
• A leading European investment manager eliminated manual Excel
processes and replaced it with QlikView for all of their exposure and
market risk analytics
Asset management and investment
analysis in financial services
Unlocking present activities for future gain
Example: Asset Management App
The applications have been far wider
than we hoped for when we made the
business case. Qlikview has reached
into almost every area of the business in
some way.
-IT Manager, Ruffer Investments
Example: Financial Stock Analysis App
9. QlikView Business Discovery in Financial Services | 9
Challenge
Financial Services organizations strive to provide the best service for their
remote employees and clients/customers. While month-end static reports
provide an accurate summary of performance, this approach lacks self-
service and on demand access to flexible analytics. Remote employees such
as a retail banking branch manager, a wealth management financial advisor
or an insurance agent all need fast and easy ways to analyze data so they
can improve performance and effectively service their clients. Additionally,
external clients of financial institutions can benefit from self-service analytical
capabilities which correlates to higher customer satisfaction and retention.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to
address and demonstrate capabilities related to this solution area. QlikView
for Extranet Client Servicing apps allow business users to make faster and
better informed decisions by allowing them to:
• Embed QlikView into customized online extranet portal websites
which can also be accessed via mobile devices (tablets and
smartphones) and offline
• Meet stringent website SLAs through QlikView’s consistently fast user
performance which is enabled through its in-memory technology
• Address the analytical needs of both the remote employee (branch/
advisor/agent) as well as the end client/customer
• Provide self-service access to information which helps improve
customer loyalty and revenue while decreasing costs associated to
creating and delivering static month-end reports
QlikView for client servicing
in financial services
Better serve remote employees and clients
In order to compete in a very
competitive market, we needed
a solution that harnessed all of
our data, presented it in a timely
manner, and provided greater insight
and operational effectiveness for
our company.
— David Robinson, Chief Information Officer,
Lockton Insurance
Example: wealth management app
10. 10 | QlikView Business Discovery in Financial Services
Customer examples
• Colonial Life Insurance has provided online access to sales and
customer data to more than 7,800 sales agents, creating greater
efficiency in enrollment and renewal processes
• A large insurer deployed QlikView to 30K+ external agents so they
can analyze claim and policy data at both summary and detail levels.
QlikView is integrated into a custom online portal which streamlines
analytics and strengthens agent relationships (whitepaper available)
• A top Nordic bank deployed QlikView to 6,000+ users across
500+ branches to enable more effective customer targeting at the
individual branch level. Increased volume and quality of customer
interactions with expected revenue impact of $21 million
• A leading global financial services firm deployed QlikView to 2,500+
external corporate clients to analyze business and renewals. The
analytics provided in the app resulted in $25M in revenue
Example: branch performance app
11. QlikView Business Discovery in Financial Services | 11
Challenge
New and more stringent regulation is placing financial institutions under
increased pressure to provide timely and transparent financial reports. However,
the financial reporting process is often labor and time intensive due to multiple
systems and data complexity. Integrating these disparate systems in a way that
provides near real-time analysis allows financial institutions to speed up their
reporting process and reduce the financial reporting burden. Such institutions can
not only display improved compliance, but also become more agile by making
informed decisions based on the institution’s financial standing prior to the typical
month end reporting process.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to
address and demonstrate capabilities related to this solution area. QlikView for
Financial Management apps allow business users to make faster and better
informed decisions by allowing them to:
• Produce intra-day flash balance sheet reports, providing business leaders
with a clear overview of the institution’s current financial standing on
demand, rather than waiting for month-end results
• Enable investigative discovery capabilities with a fully integrated and
automated financial reporting system that reduces the strain on the
finance department
• View an up to date ‘single version of the truth’ which can be analyzed
and shared from the CFO down throughout the organization quickly and
securely based on roles
• Spot and annotate anomalies in financial reports, improving overall quality
of the data and providing the opportunity to reconcile discrepancies prior
to running the final end-of-month Balance Sheet and PL statements
Customer examples
• Standard Life Asia deployed two business-critical applications in
just 10 days and realized a return on investment in three months
• A top 10 investment bank’s finance group moved from static
month-end reports to using QlikView for daily flash balance sheet
reconciliation and analysis
• Colonial Life Insurance improved the planning and budgeting process
through better data quality, upgraded variance analysis features, and
by enhancing expense forecast capabilities
• Over a single day, a global investment bank CFO’s team used QlikView
to analyze their exposure to the European debt crisis; the findings were
shared on CNBC the next day
QlikView for financial
management in financial services
Accurate assessment and improved compliance
Example: CFO dashboard app
Statistical reports do not offer the
right solution. What is needed is a
flexible, interactive and associative
BI solution that can be quickly
implemented.
— Arjan (A.J.) van den Herik, Project Management
Office Manager, Aon Groep Nederland BV
Example: flash balance sheet app. Developed by
project brokers, elite QlikView solution provider
12. 12 | QlikView Business Discovery in Financial Services
Challenge
For large organizations such as financial institutions, accurately appraising the
current state of sales performance can be challenging due to geographically
dispersed teams, complex product offerings and disparate data sources. Getting
a complete view of performance is often time consuming and error prone due
to reliance on manual efforts. A consolidated view of sales performance gives
decision-makers the opportunity to not only understand the present financial
standing of the business, but also analyze and discover areas of potential under-
performance and opportunity spotting. By better understanding drivers of strong
sales performance, it is possible to put in place strategies that can reduce
overheads and grow revenue streams.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to address
and demonstrate capabilities related to this solution area. QlikView for Sales and
Revenue Analysis apps allow business users to make faster and better informed
decisions by allowing them to:
• Improve management and performance by providing comparison points
and benchmarking against internal peers, industry competitors and
operational performance metrics
• Provide stronger revenue tracking against forecasts, and more robust
analysis of sales by region, product, customer, and therefore improve
focus of profitable products and lines of business
• Empower decision-makers to analyze sales and revenue information
for improved insights. Content can be annotated, shared in collaborative
sessions or consumed on mobile devices regardless of where users
are located
Customer examples
• In just 10 days Standard Life Asia deployed two QlikView applications
to analyze broker sales performance and lapsed policies. Return on
initial investment in 3 months
• Lockton Insurance can now put information at brokers’ fingertips and
deliver reports and analysis in minutes
• California Casualty improved sales conversions rates by 25% in the
first three months of deploying QlikView
• A UK asset management firm’s sales traders made so much more
money after deploying QlikView that they collected funds and awarded
their QlikView developers for making such an impact to sales
QlikView for sales and revenue
analysis in financial services
Assessing performance to drive future strategy
Example: equity sales commission app
Example: commercial lending app
We needed much more accurate
management information that was
timely and consistent and which gave
us a single version of the truth. The
previous process was laborious,
time consuming, and immensely
burdensome for the IT department.
— Andy Clachers, Chief Operating Officer,
Standard Life Asia
13. QlikView Business Discovery in Financial Services | 13
Challenge
Financial institutions produce massive amounts of structured and unstructured
data, often with multi-year requirements to archive data. From banking
trades to credit card transactions and insurance claims, a huge amount
of transactional data is created on a daily basis. Crucial trends, outliers
and inaccuracies can easily be buried under the sheer volume of the data
concerned. Unlocking this data is crucial to achieving improved accuracy,
revenue realization and fraud identification. It also enables organizations to
better adhere to increasingly stringent regulatory and compliance requirements
by having more immediate access to granular level transaction details.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to
address and demonstrate capabilities related to this solution area. QlikView
for Transaction Monitoring apps allow business users to make faster and better
informed decisions by allowing them to:
• Improve overall awareness and insight through dashboards sourced
from large volumes of integrated transactional data
• Spot anomalies at a high level, then drill down and discover a finite
level of transactions in order to identify the source, thereby finding
the discrepancy or identifying potential fraud
• Leverage associative search to answer compliance and regulatory
inquiries, lessening the time it takes to answer typical ‘ad hoc’
questions and reducing manual reporting efforts
Customer examples
• Zurich Global Corporate Benelux analyzes policy and claims admin
systems to spot exceptions and eliminate dormant files
• A top 10 European bank analyzes 5 billion banking transactions
to detect and analyze credit risk
• A top 10 global bank analyzes nearly 1 billion trades to identify
instances of Anti-Money Laundering (AML)
• A leading US insurer analyzed insurance claim transactions and
detected internal fraud related to falsified claim start/end dates
QlikView for transaction
monitoring in financial services
Unlocking detailed data for improved revenues,
compliance and fraud detection
Example: insurance claims handling app
Example: trade monitoring app
For nine quarters we have
achieved an above average closing
ratio. Dormant files have been
eliminated and our portfolio has been
optimized. QlikView has been a great
asset in achieving this. The biggest
change however, lies in the business
approach: from reactive to steering.
— Frank Dado, Chief Claims Officer, Zurich Global
Corporate Benelux
14. 14 | QlikView Business Discovery in Financial Services
Challenge
Constantly evolving technology and market changes result in an increasing set
of demands on IT departments. At the same time, financial services firms are
constantly focused on reducing costs which means all IT investments are closely
scrutinized and need to show justified return on investment. IT departments are
responsible for managing assets, service level agreements, project portfolios and
other technology initiatives. Financial institutions operating across a wide number
of geographical locations must scale technology assets and staff numbers up
and down while ensuring employees are fully equipped to be successful. Properly
managing this process and controlling costs requires an effective IT management
solution and frequent communication between various departments including IT,
Finance and Human Resources.
Solution
Qlik and the partner community have built a number of ‘QlikView Apps’ to
address and demonstrate capabilities related to this solution area. QlikView
for IT Management apps allow business users to make faster and better
informed decisions by allowing them to:
• Collaborate between the IT and Finance departments to investigate
existing technology investments, depreciation, and analyze
write-off/sell-off values for retired items
• Monitor inventory of fixed assets and perform comparative analysis
of upcoming new hires and planned recruitment positions to foresee
the future needs of assets
• Analyze purchasing trends to spot efficiency opportunities, allocate
risk across vendors and identify cost outliers
• Leverage associative analysis to oversee Project Portfolio
Management (PPM) initiatives and optimize the mix and sequencing
of proposed projects
QlikView for IT management
in financial services
Ensuring effective allocation of IT resources
Example: IT asset management app
The AxisGroup Compass PPM
(QlikView) solution gave us visibility
to data that allowed us to achieve a
$10M spend reduction for the quarter,
and we still delivered everything we
committed to!
— Carol Church, CareFirst BlueCross BlueShield
Collaborative Procurement Hub
15. QlikView Business Discovery in Financial Services | 15
Example: project porfolio management app. Developed
by Axis Group, elite QlikView solution provider
Customer examples
• A top 10 global bank deployed balanced scorecards to 500+ leaders
across the global IT organization. Users have complete top-to-bottom
visibility for process goals, people/staffing around IT services, project
management and financial metrics
• A top 10 global bank loads data from 200k+ employee badges and
compares it against real estate data to see who is using office space
so they can allocate offices and downsize where needed
• A top 10 global investment bank analyzes system management and
network statistics from over 3,000 global sites across the corporate
WAN and places QlikView in the hands of traveling field technicians
• A top 10 global bank deployed QlikView for IT SLA Management and
Capacity Planning and estimated an $8M+ cost avoidance in
the first year