Securities & Investments

The QlikView Business Discovery Solution
for Securities and Investments

Reduce Costs, Manage Risks, Strengthen Customer Relationships

Identify areas for cost savings. Respond quickly to regulatory inquiries. Analyze trade activity and assess performance. Understand exposures to assets and counterparties. Optimize trade life cycles and streamline operations.

Be more agile during turbulent times

Unprecedented market turmoil requires securities and investments firms to constantly adapt to an ever changing regulatory and competitive landscape. Wasteful costs must be eliminated while risk exposures are managed and client relationships are strengthened. Firms who can quickly analyze and adapt to market fluctuations and macroeconomic conditions are most likely to succeed.

Using QlikView, leading securities and investments firms worldwide can:

  • Improve understanding of market risk, credit risk and intra-day liquidity
  • Identify cost reduction opportunities and manage expenses
  • Maximize effectiveness and profitability of trading
  • Analyze portfolio and multi asset class investment performance
  • Provide external clients with powerful self service analytics
  • Optimize trade-life-cycles and streamline operations  

The QlikView Customer Experience

Over 2,500 financial services institutions rely on the QlikView platform, including all of the top 5 securities and investments firms based in North America and Europe*, because it empowers business users and decision-makers, providing access to on demand analysis, insights and business discovery.

* 2011 "Forbes 2000" list

QlikView is so flexible, powerful and easy to use—views of data have not been seen this way previously. Our salespeople are winning more business from clients directly as a result of QlikView.”

Analytics Project Manager, Global Investment Bank

Leading Credit Rating Agency

Reduced analysis times by weeks

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 organisation of our customer relations.””

Markus Zwyssig, Member of the Board Berenberg Bank in Switzerland

Global Investment Bank

Reduced and automated 100’s of reports to less than 10

QlikView makes our millions of rows of data available, intelligible, meaningful, useful, flexible, visual and current for financial analysts with limited time and attention spans.”

VP & Senior Analyst Leading Credit Rating Agency

Now at the touch of a button, or by running a scheduled task, we can update our reports. We can also analyse our data in many more ways, quickly and easily improving our understanding of what is happening in our business.”

Jamie Wooltorton IT Associate Ruffer LLP

QlikView has really helped us to make quicker, smarter decisions. We can look at millions of rows of data on a more granular basis than ever before.”

Data Architect, Leading Credit Rating Agency

The innovative in-memory design of QlikView means that we can now generate enquiries and analyses in the shortest response times, which in turn means that even large quantities of wide-ranging data can be processed in near real time.”

Roger Dürig, Chief Operating Officer, Finter Bank Zürich

Compliment your existing BI investment with QlikView

Every securities and investments firm has one or more traditional BI products in place. However, firms typically leverage those products for just managed reporting, since business users require a more agile, easy-to-use BI solution that provides true self-service Business Discovery capabilities. Learn why such a large number of securities and investments firms are adopting QlikView.