Our spin-off for business planning and simulation with Jedox.
Migros Bank migrated its existing business intelligence solutions to Qlik, Informatec ensured the smooth migration of existing applications and implemented further applications in the product and sales areas.
ARIS insurance uses Qlik to keep track of the asset portfolio and claims.
Industry expertise for the financial sector: Secure your long-term competitive advantage with the right BI solution and our proven expertise.
Huge amounts of data also present the financial sector with ever new challenges. Currently, more than 2.5 billion gigabytes of data are generated worldwide on a daily basis. Companies in the financial sector use information gained from their own data to help them with analyses, management processes adjustment, targeted campaign creation, risk identification or efficient reporting – in order to manage the company competitively and profitably. The use of business intelligence makes this possible.
In addition, business intelligence in the following areas ensures greater efficiency:
Marketing and sales automation
Performance analysis, budgeting and product development
Meeting compliance requirements
Our many years of know-how in supporting Swiss financial service providers with customised BI solutions underscores our industry expertise in the financial sector. We offer specialist expertise in the areas of management, sales, customer service and controlling of banks and financial service providers.
With the implementation of BI tools such as Qlik Sense or QlikView, important financial requirements are successfully met:
Flexibilisation of the evaluation possibilities for customer data
Faster provision of information from the databases
Clear and comprehensible presentation of customer relationships
Consolidation of different data sources into one analysis interface
Independent and target-specific use of data in the specialist departments
General reduction of the analysis effort in the company
Increased evaluation options for differentiated consideration
To our Business Intelligence Tools
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Our technology partner Qlik has awarded us "Expertise Status" for five of its eight industry segments, including Finance Service, our area of expertise in finance in Switzerland. The qualification for "Expertise
Status" comprises an internal qualification process. Among other things, documented customer experience reports and tried-and-tested Qlik applications are submitted. With our status as Qlik's financial expertise partner, we prove that we can implement Qlik products in this industry usefully and with added value. It also proves our sound Qlik and application know-how. For our clients, it is clear proof of our successful cooperation with Qlik in general and specifically in the financial sector.
Thanks to our industry expertise in the area of financial services, we know the special requirements for expedient implementation of business intelligence in the financial sector.
Thanks to BI in banks and financial service providers, important processes are sustainably optimised:
Evaluation of customer data for the service
Analyses for the development of products
Effective expansion of operating business
Establishment of reliable risk management
Prediction of market or product development
Optimising control through management
Visualisation of all relevant KPIs
We offer banks and financial service providers a service portfolio specifically tailored to the financial sector for their business intelligence solutions. To use existing data efficiently, optimise processes, minimise risks and maintain customer relationships.
Our services as Qlik Expertise Partner in finance include:
Sales controlling and intuitive data analytics withQlik Sense.
Consolidated data view for sales and management with QlikView.
Transparent customer relationships with QlikView.