Financial Services

Give financial professionals the most relevant information. Help them make informed business decisions. Break down the complexities of working with numerous products in multiple markets. Show people where the profit is being made – and where risks lie.

Capitalise with Qlik

Make powerful analysis simple

Deliver analytical insights to every department. Give branch managers the tools to find out which customers are driving profits. Enable risk managers to determine global exposures at a minute's notice. Show CFOs which products drive the best returns with the lowest risk.


Discover new insights into your customers. Deliver new insights to the branches as they happen. Streamline operations and IT to reduce your costs and expenses. Manage risk and meet regulatory compliance


Deliver accurate pricing to optimise win rates. Look for patterns in claims to identify suspicious activity. Analyse every aspect of customer behaviour and relationships. Measure key indicators on loss ratios and claims, and find ways to reduce the claims cycle. Offer the right products to the right customers at the most appropriate time.

Video: Qlik Sense insurance analytics

Securities and investments

Measure and optimise trading strategies. Keep track of counter-parties and collateral. Calculate capital requirements. Measure global exposures across multiple products and optimise hedging strategies. Respond quickly to regulatory enquiries and manage regulatory submissions.

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Over 3,500 financial services companies profit with Qlik