Qlik Sense® | Qlik Cloud Analytics
Modern Analytics: Next-Level Insight and Action From Your Data
Financial Services Analytics
Unlock Profitable Insights in Financial Services
Transform your financial institution into a data-driven powerhouse. Our analytics solutions empower you to manage risk, enhance customer relationships, and drive profitability.
Access to the correct data is crucial for success in today’s fast-paced financial landscape. At Pomerol, we craft premier analytics solutions tailored for innovative financial services firms globally. In an environment where every decision counts, our expertise helps you turn vast amounts of data into actionable insights, driving profitability and competitive advantage.
Our dedicated team of data professionals is committed to helping you:
- Enhance Profitability: Leverage data to uncover hidden opportunities and improve your bottom line.
- Gain Deeper Customer Insights: Build comprehensive customer profiles that drive targeted marketing and service innovation.
- Assess Risks with Precision: Our advanced tools evaluate critical risk factors, allowing you to anticipate and mitigate potential challenges effectively.
Imagine seamlessly integrating data from diverse sources. Our solutions automate the
cleansing, integration, and reporting processes, ensuring your information is always accurate
and up to date. This
Key Features of Our Financial Services Analytics Solutions
- Risk Management: Analyze income verification, late payments, and credit risks to protect your assets and reputation.
- Investment and Portfolio Management: Access timely insights into investment performance to align strategies with your goals.
- Branch Performance Optimization: Utilize customer demographics and market activity to identify trends and improve underperforming locations.
- Regulatory Compliance: Stay ahead of regulatory standards by proactively identifying and addressing risks.
Our services go beyond analytics; they empower you to create a sustainable competitive edge in a highly regulated industry.
Financial Services Analytics Products
Financial Services Analytics Services
Financial Services Analytics Case Studies
Fluid Understanding for FX Pricing
One of the largest banks in the US needed a fluid understanding of its FX pricing. Pomerol Partners implemented a focused pricing strategy solution, enabling visualization of a client-by-client model and reducing 350 pricing plans to 10. This resulted in an 11% increase in revenues and a 25% reduction in costs.
Creating a Unified, Compliant Customer Portfolio
By building a single view of customer portfolios, Pomerol Partners enabled Rabobank to accurately assess and remediate issues related to interest rate derivatives. This comprehensive data solution ensured fair compensation for clients and supported regulatory compliance.
gpm: Insurance Broker Reporting
gpm partnered with Pomerol Partners to modernize their insurance reporting platform. By leveraging Power BI, they automated financial reporting, reducing manual effort and errors. This solution provided a unified view of data, enabling users to access accurate insights quickly and efficiently.
Qlik: A Competitive Advantage in Data Analytics |
Pomerol Partners utilized Qlik’s unique associative data modeling to integrate multiple data sources, standardize calculations, and automate financial updates in near real-time. This solution improved regulatory reporting accuracy and efficiency, enabling the insurance provider to focus on customer retention and business growth
MAP Supplier Invoice Reconciliation
Pomerol Partners utilized Data360 Analyze to automate the gathering, cleaning, and combining of meter and supply data, creating a structured database for accurate invoice reconciliation. This process enabled the validation of MAP invoices, identifying discrepancies and ensuring accurate charges. The solution saved millions of euros and significantly reduced project duration, with results displayed on a Power BI dashboard for ongoing assessment.
Data Driven Decision Making Starts at the Branch
Pomerol Partners leverages the Qlik platform to integrate data from multiple systems, providing Credit Union branch staff with real-time operational insights and a web-based incentive portal. This approach ensures staff have the information they need to drive performance and improve customer service.
Surfacing Data Ingestion and Integrity Issues
Accurate and timely pricing of potential new business became increasingly challenging with the existing architecture. Pomerol Partners provided a robust solution to handle significant transactional datasets, ensuring seamless operations and continued commercial growth.
Customer Insight and Marketing Effectiveness
Up to 100 users now have access to marketing KPIs, empowering them to report on key figures and make decisions faster. This has resulted in significantly improved KPI tracking and reduced report delivery times, driving more agile and responsive marketing strategies.
Rehypothecation Gap Analysis
Pomerol Partners implemented a robust solution to address data integration challenges in rehypothecation analysis. By establishing direct database connectivity and developing a QlikView application, they enabled real-time data access and standardized security identifiers. This approach provided analysts with immediate insights into underperforming stocks and led to the identification of outdated operational controls.
Pricing Intelligence in Banking
Pomerol Partners implemented a comprehensive pricing strategy solution for the second largest bank in the US, reducing 350 pricing plans to just 10 and capturing an 11% increase in revenues through immediate re-pricing. The solution also led to a 25% reduction in costs, surpassing budget targets. By integrating fragmented legacy systems and providing real-time data analysis, the bank regained control over its data and client management, earning recognition as a best-in-class application.
Financial Services Analytics Articles
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More than trusted data analysts: the ultimate ally in your business armory.
Related Industries
Fluid Understanding for FX Pricing
One of the largest banks in the US needed a fluid understanding of its FX pricing. Pomerol Partners implemented a focused pricing strategy solution, enabling visualization of a client-by-client model and reducing 350 pricing plans to 10. This resulted in an 11% increase in revenues and a 25% reduction in costs.
Creating a Unified, Compliant Customer Portfolio
By building a single view of customer portfolios, Pomerol Partners enabled Rabobank to accurately assess and remediate issues related to interest rate derivatives. This comprehensive data solution ensured fair compensation for clients and supported regulatory compliance.
gpm: Insurance Broker Reporting
gpm partnered with Pomerol Partners to modernize their insurance reporting platform. By leveraging Power BI, they automated financial reporting, reducing manual effort and errors. This solution provided a unified view of data, enabling users to access accurate insights quickly and efficiently.
Qlik: A Competitive Advantage in Data Analytics |
Pomerol Partners utilized Qlik’s unique associative data modeling to integrate multiple data sources, standardize calculations, and automate financial updates in near real-time. This solution improved regulatory reporting accuracy and efficiency, enabling the insurance provider to focus on customer retention and business growth
MAP Supplier Invoice Reconciliation
Pomerol Partners utilized Data360 Analyze to automate the gathering, cleaning, and combining of meter and supply data, creating a structured database for accurate invoice reconciliation. This process enabled the validation of MAP invoices, identifying discrepancies and ensuring accurate charges. The solution saved millions of euros and significantly reduced project duration, with results displayed on a Power BI dashboard for ongoing assessment.
Data Driven Decision Making Starts at the Branch
Pomerol Partners leverages the Qlik platform to integrate data from multiple systems, providing Credit Union branch staff with real-time operational insights and a web-based incentive portal. This approach ensures staff have the information they need to drive performance and improve customer service.
Surfacing Data Ingestion and Integrity Issues
Accurate and timely pricing of potential new business became increasingly challenging with the existing architecture. Pomerol Partners provided a robust solution to handle significant transactional datasets, ensuring seamless operations and continued commercial growth.
Customer Insight and Marketing Effectiveness
Up to 100 users now have access to marketing KPIs, empowering them to report on key figures and make decisions faster. This has resulted in significantly improved KPI tracking and reduced report delivery times, driving more agile and responsive marketing strategies.
Rehypothecation Gap Analysis
Pomerol Partners implemented a robust solution to address data integration challenges in rehypothecation analysis. By establishing direct database connectivity and developing a QlikView application, they enabled real-time data access and standardized security identifiers. This approach provided analysts with immediate insights into underperforming stocks and led to the identification of outdated operational controls.
Pricing Intelligence in Banking
Pomerol Partners implemented a comprehensive pricing strategy solution for the second largest bank in the US, reducing 350 pricing plans to just 10 and capturing an 11% increase in revenues through immediate re-pricing. The solution also led to a 25% reduction in costs, surpassing budget targets. By integrating fragmented legacy systems and providing real-time data analysis, the bank regained control over its data and client management, earning recognition as a best-in-class application.
Related Industries
Financial Services Analytics Products
Financial Services Analytics Services
Financial Services Analytics Case Studies
Fluid Understanding for FX Pricing
One of the largest banks in the US needed a fluid understanding of its FX pricing. Pomerol Partners implemented a focused pricing strategy solution, enabling visualization of a client-by-client model and reducing 350 pricing plans to 10. This resulted in an 11% increase in revenues and a 25% reduction in costs.
Creating a Unified, Compliant Customer Portfolio
By building a single view of customer portfolios, Pomerol Partners enabled Rabobank to accurately assess and remediate issues related to interest rate derivatives. This comprehensive data solution ensured fair compensation for clients and supported regulatory compliance.
gpm: Insurance Broker Reporting
gpm partnered with Pomerol Partners to modernize their insurance reporting platform. By leveraging Power BI, they automated financial reporting, reducing manual effort and errors. This solution provided a unified view of data, enabling users to access accurate insights quickly and efficiently.
Qlik: A Competitive Advantage in Data Analytics |
Pomerol Partners utilized Qlik’s unique associative data modeling to integrate multiple data sources, standardize calculations, and automate financial updates in near real-time. This solution improved regulatory reporting accuracy and efficiency, enabling the insurance provider to focus on customer retention and business growth
MAP Supplier Invoice Reconciliation
Pomerol Partners utilized Data360 Analyze to automate the gathering, cleaning, and combining of meter and supply data, creating a structured database for accurate invoice reconciliation. This process enabled the validation of MAP invoices, identifying discrepancies and ensuring accurate charges. The solution saved millions of euros and significantly reduced project duration, with results displayed on a Power BI dashboard for ongoing assessment.
Data Driven Decision Making Starts at the Branch
Pomerol Partners leverages the Qlik platform to integrate data from multiple systems, providing Credit Union branch staff with real-time operational insights and a web-based incentive portal. This approach ensures staff have the information they need to drive performance and improve customer service.
Surfacing Data Ingestion and Integrity Issues
Accurate and timely pricing of potential new business became increasingly challenging with the existing architecture. Pomerol Partners provided a robust solution to handle significant transactional datasets, ensuring seamless operations and continued commercial growth.
Customer Insight and Marketing Effectiveness
Up to 100 users now have access to marketing KPIs, empowering them to report on key figures and make decisions faster. This has resulted in significantly improved KPI tracking and reduced report delivery times, driving more agile and responsive marketing strategies.
Rehypothecation Gap Analysis
Pomerol Partners implemented a robust solution to address data integration challenges in rehypothecation analysis. By establishing direct database connectivity and developing a QlikView application, they enabled real-time data access and standardized security identifiers. This approach provided analysts with immediate insights into underperforming stocks and led to the identification of outdated operational controls.
Pricing Intelligence in Banking
Pomerol Partners implemented a comprehensive pricing strategy solution for the second largest bank in the US, reducing 350 pricing plans to just 10 and capturing an 11% increase in revenues through immediate re-pricing. The solution also led to a 25% reduction in costs, surpassing budget targets. By integrating fragmented legacy systems and providing real-time data analysis, the bank regained control over its data and client management, earning recognition as a best-in-class application.
Financial Services Analytics Articles
Financial Services Analytics Products
Financial Services Analytics Services
Financial Services Analytics Case Studies
Fluid Understanding for FX Pricing
One of the largest banks in the US needed a fluid understanding of its FX pricing. Pomerol Partners implemented a focused pricing strategy solution, enabling visualization of a client-by-client model and reducing 350 pricing plans to 10. This resulted in an 11% increase in revenues and a 25% reduction in costs.
Creating a Unified, Compliant Customer Portfolio
By building a single view of customer portfolios, Pomerol Partners enabled Rabobank to accurately assess and remediate issues related to interest rate derivatives. This comprehensive data solution ensured fair compensation for clients and supported regulatory compliance.
gpm: Insurance Broker Reporting
gpm partnered with Pomerol Partners to modernize their insurance reporting platform. By leveraging Power BI, they automated financial reporting, reducing manual effort and errors. This solution provided a unified view of data, enabling users to access accurate insights quickly and efficiently.
Qlik: A Competitive Advantage in Data Analytics |
Pomerol Partners utilized Qlik’s unique associative data modeling to integrate multiple data sources, standardize calculations, and automate financial updates in near real-time. This solution improved regulatory reporting accuracy and efficiency, enabling the insurance provider to focus on customer retention and business growth
MAP Supplier Invoice Reconciliation
Pomerol Partners utilized Data360 Analyze to automate the gathering, cleaning, and combining of meter and supply data, creating a structured database for accurate invoice reconciliation. This process enabled the validation of MAP invoices, identifying discrepancies and ensuring accurate charges. The solution saved millions of euros and significantly reduced project duration, with results displayed on a Power BI dashboard for ongoing assessment.
Data Driven Decision Making Starts at the Branch
Pomerol Partners leverages the Qlik platform to integrate data from multiple systems, providing Credit Union branch staff with real-time operational insights and a web-based incentive portal. This approach ensures staff have the information they need to drive performance and improve customer service.
Surfacing Data Ingestion and Integrity Issues
Accurate and timely pricing of potential new business became increasingly challenging with the existing architecture. Pomerol Partners provided a robust solution to handle significant transactional datasets, ensuring seamless operations and continued commercial growth.
Customer Insight and Marketing Effectiveness
Up to 100 users now have access to marketing KPIs, empowering them to report on key figures and make decisions faster. This has resulted in significantly improved KPI tracking and reduced report delivery times, driving more agile and responsive marketing strategies.
Rehypothecation Gap Analysis
Pomerol Partners implemented a robust solution to address data integration challenges in rehypothecation analysis. By establishing direct database connectivity and developing a QlikView application, they enabled real-time data access and standardized security identifiers. This approach provided analysts with immediate insights into underperforming stocks and led to the identification of outdated operational controls.
Pricing Intelligence in Banking
Pomerol Partners implemented a comprehensive pricing strategy solution for the second largest bank in the US, reducing 350 pricing plans to just 10 and capturing an 11% increase in revenues through immediate re-pricing. The solution also led to a 25% reduction in costs, surpassing budget targets. By integrating fragmented legacy systems and providing real-time data analysis, the bank regained control over its data and client management, earning recognition as a best-in-class application.
Financial Services Analytics Articles