Transform decision-making in financial services to drive profitable outcomes

Disparate and incomplete information stands between events and actions. Qlik’s versatile data engine breaks down the complexity of disparate data, and delivers analytical insights to those who need it, instantly. Accurate information drives better decisions and profitable outcomes.

Qlik for Financial Services
Qlik for Financial Services logo
Qlik for Financial Services logo
Qlik for Financial Services logo
Qlik for Financial Services logo
Qlik for Financial Services logo
Qlik for Financial Services logo
Qlik for Financial Services logo

Hundreds of financial services customers served, thousands of business problems solved.




Smarter decisions for banking – optimize risk, understand costs and maximize profit.

Banking is at an inflection ­point. Disruptive regulation and fintech innovation are accelerating change. Open banking means that banks need better information about their customers than ever before. Qlik’s data analytics help banks to make more competitive risk decisions, create first class customer experiences and solve a range of use ­cases from credit and market risk through to embedded analytics using open API’s.


See how Teachers Credit Union boosted referrals by 207% by better forecasting demand, reducing costs while still meeting customer needs.


See how a loan book can be analyzed by comparing revenue and margins with credit profiles. Understand regional variations, and determine the root cause of delinquencies. Identify the most profitable customers.


See how leading global banks are solving some of their toughest challenges using data analytics in this webinar from Qlik and ‘The Banker’.

Open Banking is here. Customer experience is the new battleground.

Banks that don't want to lose customers to FinTech rivals have to respond with best­-in-­class customer experience. Banks and FinTechs need to learn from retailers. Customer-facing employees need to be armed with relevant data to give the customers a personalized experience. Mobile, web and branch channels need to act as one. Learn how other financial firms are bringing analytics to the front­line in this exclusive eBook Qlik developed with the Wall Street Journal.

Qlik Underwriting

From underwriting to solvency ratios. Make better decisions, based on fact.

Without access to accurate data, insurers often make decisions based on gut instinct or intuition – creating compliance issues and missing opportunities. Using Qlik’s powerful data analysis engine, insurance firms can remove the uncertainty and see needed insights quickly.


See how Deloitte and Qlik helped the State Auto Insurance company transform analytics and decision-making across their business as part of their Guidewire Implementation Program.


Understand how the effective analysis of claims data can identify potential claims fraud, highlight erroneous claims transactions and incentivize better team performance.


See how leading UK insurance firms are using analytics to transform their organizations and stay competitive in today’s disrupted market in this webinar from Qlik and Insurance Post.

Accelerate risk and trading decisions, simplify complex mathematical problems and meet regulatory requirements.

Qlik’s Associative engine has been consuming trading­ book data at the world’s largest investment banks for years, helping them to allocate capital effectively, manage complex risk and trading scenarios, and meet the ever­ changing requirements of the regulator.


Citco partnered with Qlik to embed advanced analytical capabilities into their ‘Citco One’ fund platform. The results? Faster and more profitable decision-making. Find out how:


See how wealth managers can transform the performance of their distribution teams. See which clients are due for advice, or performance reviews in order to minimize risk and avoid regulatory infringement.


Watch this credit risk webinar to see how Moody’s embedded Qlik into their platform to deliver advanced credit book analytics – improving capital efficiency and better managing exposure across asset classes.

Explore more Qlik resources for Financial Services
Product Demo Library

Qlik’s powerful and intuitive analytics platform makes connections and solves profitability challenges across all lines of business. Explore our collection of demos to understand how we transform financial services.

Webcast Lounge

Visit the Financial Services webcast lounge and access all the latest on-demand webinar sessions to hear experts share best practices and thought leadership across the industry.

Financial Services Blog

Read the latest thought-leading perspectives from Qlik’s Financial Services industry team.

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