Securities and Investment

Analyze trade activity and assess performance.  Understand exposures to assets and counterparties.  Optimize trade life cycles and streamline operations.  Respond quickly to regulatory inquiries.

Information Visibility Drives Performance

Securities organizations are reinventing their businesses in the wake of unprecedented market turmoil. As firms seek to truly understand their exposures and maximize the value of every client relationship, they must find new ways to create visibility into the vast array of business intelligence existing in their complex infrastructures.

Visibility drives better business performance

Using QlikView, leading securities and investment firms worldwide can:

  • Maximize effectiveness and profitability of trading
  • Improve understanding of credit quality and uncover asset and counterparty exposures
  • Better ‘fit’ the right investment products to the right clients based on demographic and portfolio information
  • Optimize trade-life-cycles, streamline operations and reduce operational risk
  • Improve investment returns through visibility into portfolios and investment research
  • Ensure regulatory compliance through ad-hoc investigation and reporting

The QlikView Customer Experience

Discover why more than 250 financial firms, including over 50% of the Fortune global top 25 have turned to QlikView to improve performance across their organizations.

“QlikView is so flexible, powerful and easy to use—views of data have not been seen this way previously. Our salespeople are winning more business from clients directly as a result of QlikView.”
- Analytics Project Manager, Global Investment Bank

Leading Credit Rating Agency Reduced analysis times by weeks

“QlikView makes our millions of rows of data available, intelligible, meaningful, useful, flexible, visual and current for financial analysts with limited time and attention spans.”
- VP & Senior Analyst, Leading Credit Rating Agency

Global Investment Bank Reduced and automated 100’s of reports to less than 10

“QlikView has really helped us to make quicker, smarter decisions. We can look at millions of rows of data on a more granular basis than ever before.”
- Data Architect, Leading Credit Rating Agency

Answers at everyone’s fingertips with self-service business intelligence

To improve market performance, decision makers at securities firms can’t wait for answers from IT. With the QlikView BI solution, users have self-service access to the business intelligence information they need, when they need it, to make the smartest decisions.