This guide is designed for investment and retail banking sales account and trading desk leads looking to use their data to gain a competitive edge. By effectively leveraging your data, your business can benefit from the insights and advantages in several ways:

  • Pro-actively identify client pricing outliers and manage the situation before issues arise;
  • Optimise your collateral levels and strategies by reacting quicker to external market events;
  • Realise process and resource efficiencies by having access to instant and accurate information;
  • Challenge your technology infrastructure to become bigger and faster.

This guide provides a high-level overview of the steps required to leverage disruptive analytical business intelligence and big data technologies. It should be combined with an agile and iterative project management approach.


About the Author

// Hefer, Pomerol Partners CEO

Fred is the US and global CEO of Pomerol Partners. His 2013 spin-out from Deutsche Bank (London) is a leading Qlik analytics services provider and developer of Blockchain solutions. During his tenure at DB, he served the Equities Prime Services division in various finance roles – from analyst to controller to manager – with a specialization in Securities Lending. He serves on the Qlik Americas Partner Advisory Council and was recently recognized as a 2017 Qlik Luminary.


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