Client background: A global investment firm managing about $30 billion of capital for investors offices
Industry: Banking
Products/Services: Qlik Sense

Business Challenge

  • The existing reporting system for performance & risk management, investor relationship and trading lagged in performance

  • Drained efforts towards continuous monitoring of the system

  • Need for a solution to address the immediate and long term reporting needs of the business

  • Need to improve the design of the existing application, optimise data loading and the data model

Business Solution

  • Modified data model, modified calculation methods, centralised calculations on excel for easy maintenance

  • Created a more straightforward model and taxonomy to enable self-service

  • Provided better report visualisations

  • Automated system processes to integrate with third-party tools for report scheduling and sharing

  • Integrated with real-time market news websites (Bloomberg, Business Insider etc.) to bring data to facilitate performance enhancement and investor analysis

  • Addressed long-standing data load issues such as efficiently refreshing historical data from their database, optimising SQL queries, and improving report scheduling

Business Benefits

  • Faster data loading and easy access to current and historical data

  • Customised report generation and data-driven decision making

  • Improved investor analysis through Real-time market data

  • 15% increase in system performance and efficiency


  • Qlik Sense

  • SQL Server