Financial Services

Make informed business decisions and see where the profit is being made -- and where risks lie

Make Powerful Analysis Simple

As the digital revolution in financial services accelerates, leading firms are gaining a competitive advantage by leveraging their most strategic resource: data. With Qlik, financial services firms are linking disparate data sources and empowering departments with self-service business intelligence analytics to uncover actionable insights.

See The Whole Story That Lives Within Your Data

Qlik maximizes business value by bringing data in from across your business and letting you dig deeper to understand sales performance, manage risk, and identify the strongest opportunities across your customer base.


The Golden Opportunity In Financial Services

Qlik partnered with WSJ. Insights and surveyed 300 decision-makers in financial services regarding their plans to extend business intelligence analytics to the edges of their organization.

Demo: Risk Adjusted Performance

Managing the risk/reward equation is core to running a bank. This demo shows how, using a business intelligence system, a bank can manage limits and exposures, monitor key roles, and analyze key risk measures like PD and RoE in a global credit portfolio.


Demo: Wealth Management

This demo shows how, through business intelligence reporting, a company can find out who their best advisors are and find ways to make them even better -- all while assuring compliance rules aren’t violated.