This application looks at the performance of advisers in a wealth management organisation. It identifies the characteristics of the good and developing performers, and shows how even the top advisers can improve, offering actionable insights for individuals. It also combines compliance data, showing where compliance violations are occurring.
Explore commercial loan portfolios and gain insights into improving Return on Equity and Return on Assets.
This app takes data from many different departments, and brings them together to provide a rich and complete analysis of an insurer’s performance. Users can drill down into a specific broker in a single location, and see which products are being sold, and which groups of people they are sold to. Bringing claims data, loss…
FX sales and trading analytics covering trading volume, margin, revenue, and currency insights. All key measures drillable by sales/trader, currency pair, client segment, product group. Also features client insights to enable sales conversations.
This Finance Toolkit application gives unparalleled insight to finance and accounting departments. Take action and improve your decision making through multiple financial analysis all within one application including – cash-flow, CAGR, break-even, amortization, forecasting, time value of money, Monte Carlo simulations, and more!
This application contains loan portfolio data for a bank. Use the unique Qlik associative engine to discover how different regions, product and loan officers perform over time and drive the biggest impact on revenue and margins.
This demo includes Motor Insurance Claims Data based in the UK. The Qlik Sense Associative Engine allows users to perform in depth analysis of the claims payments across a wide range of factors including time, location and claim type. See how poor data quality and significant outliers can have a direct impact on the performance…