Driving Business Value for

Lasting Transformation

Kevin Chu – Presales Consultant, North Asia

Presentation by Michael Anthony, 2011.

QlikView® is a

Business Discovery Platform.

Business Discovery

is user-driven BI.

Simplifying Decisions for

Everyone, Everywhere

31,000 customers in

105 countries

1,700global partners

32% CAGR

NASDAQ: QLIK

Clearly a better way to use data

to simplify decision making

2006 2007 2008 2009 2010 2011 2012 2013

Annual Revenue Growth ($MM)

$44.3

$80.6

$118.3

$157.4

$320.6

*Historical results not indicative of future results.

$226.5

$471.0

$388.5

Communications,

Energy & Utilities

Manufacturing &

High Tech

Financial

Services

Healthcare &

Life SciencesRetail & Services Public Sector

31,000 customers - 1 to 50,000+ users

QlikView in Investment Banking

2500+ Financial Services customers

All Top 20 Financial Services firms

based in US and EMEA

All Top10 Global Investment Banks• Roughly 40,000 QlikView users

• 6 of the top10 firms have >2500 users

• 2 firms with >10k users by year end

Dedicated QlikView Financial

Services teams in UK and US

Diverse network of FS technology,

solution and system integrator

partners

Customer Snapshot: AON

Challenge:• Gain a clear overview of company revenue streams, fees and

commissions by segment, industry, country and practice group

• Automate reporting systems to compile and back-check data to eradicate time-wasting multi-country manual reconciliation

Solution:• Budget Analysis: Immediate budget summaries providing local

and overall revenues by actual, budget, variance and accruals

• Client Budget Analysis: Assess revenue performance in detail by client group or individual client, income classes and type

• Top Client Analysis: Client rankings by revenues, region, industry, product class, including year-over-year comparisons

• Revenue Analysis: Measures country revenue performance calculating renewable business as percent of total new revenue

Results:• $221,000 in cost savings and reduced time in manual budgeting

• Productivity gains through less reviews and instant access

• Strategic benefits through improved decision-making and the new-found ability to identify trends and unleash market potential

Link to Webinar (Find it on ‘Q’):

http://www.qlik.com/us/explore/customers/

customer-listing/a/aon-asia

Credit Risk

Fraud

Self Service BI

360 Degree overview of Clients

Corporate Scorecards

Performance Management

Mortgage business apps

Solutions implemented:

Leading Asian provider of risk management services, insurance and reinsurance brokerage, human capital,

and management consulting. A regional division of the multinational organization, Aon Corporation

Customer Snapshot: SunTrust Bank

Challenge:• Shortcomings of Traditional BI impacting effectiveness of

organization

• Needed good visualizations combined with speed,

performance, collaboration and enterprise readiness

Solution:• SunTrust selected QlikView across the enterprise for

business discovery and interactive dashboards/ scorecards.

• QlikView was selected for a Shared Services environment.

Successful CoE has been established.

• QlikView architecture – Enterprise Ready to support 11,000

users.

• 6 clustered servers; Prod environment has 192 TB RAM

Results:• Agile development software life cycle resulting in 115+

Dashboards in DEV, 25 in Production

• Turned off over 800 static reports in Mortgage business unit

• ROI within 3 months; millions saved

Link to Webinar (Find it on ‘Q’):

http://www.qlikview.com/us/explore/resour

ces/on-demand-webinars/user-driven-

business-intelligence-with-qlikview-and-

infosys

Credit Risk

Fraud

Travel and Entertainment

Business Information Officers

Corporate Scorecards

Performance Management

Mortgage business apps

Internal Audit

Solutions implemented:

SunTrust is one of the US’s largest regional banks with 25,000 employees and $173B

USD in assets

Challenge

– Traditionally used SAP Business Objects for standard and ad hoc reporting

– Relied on Microsoft Excel for data sharing and analytics purposes.

– Needed interactive, near-real time information to gain competitive advantage

Solution

– Purpose built apps to drive efficiencies across the organization for 4,000+ employees

– Monitors individual branch performance and providing effective decision support in various business decisions through QlikView

– Used for Risk Analytics and Credit Limit utilization analytics

– Users access QlikView with iPads

Customer Snapshot: Turkish Economic Bank (TEB)

“QlikView has given our teams a whole

new layer of visibility that simply wasn’t

available through our existing data

sources and reporting environments”

Murat Özel

Senior Mgr, Business Analytics at TEB

TEB is an established Turkish bank with > 500 branches and 9,000 employees across the region. The

bank’s operating areas include corporate, retail, private, and small and medium enterprise banking as well

as project finance, fund management, and custody operations.

Read this story in a Q2 2013 Press Release:

http://www.qlikview.com/us/company/press-

room/press-releases/2013/en/0612-prominent-

turkish-bank-turk-ekonomi-bankasi-out-

qlikview-over-4000-staff-enterprise-wide

a division of:

What is QlikView® ?

Predictive

Analytics

Diagnostic

Analytics

Descriptive Analytics

Typical Customer Journey

(gradual over time)

Climbing the analytic value curve

through Business Discovery™

Hindsight Insight Foresight

Complex

Simple

Customer Needs

and Analytic Value

Time, Scope of Offering

and Customer EvolutionNarrow Wide

Viz Tools

QlikView

Start

What

happened,

where and

when?

Why did it

happen?

What is likely

to happen?

QlikView® rapidly makes data

accessible, whatever the source

Connecting every user to their data

Driving Business Value

Millennials and QlikView®

• Generation born 1977-2000

• Western Europe has 51

million

• Already 80 million of them in

the United States

• 99 million in the Asia Pacific

countries

• Larger than Baby Boomers

(1946-1964)

• Three times the size of

Generation X (1965-1976)

• Direct Spending Power

$226 billion (APAC alone)

• Indirect Spending $620

billion.

Millennials & their Spending Patterns

$620 billion

Millennials

are heavily

influenced

by their

Peers

Millennials

Invest

Collaboratively.

Rely on social

circles when

deciding

The Balancing act in Banking…

Customer

Intelligence

(ex: Increase

Revenue)

Cost

Reduction

(ex: Expense

Management)

Manage

Risk / Compliance

(ex: Regulators, Credit Risk, etc)

Business

Agility

(ex: M&A, New Products, etc)

– Banks are still writing off huge losses due to past lending decisions (subprime mortgages, commercial real estate)

• Focus on profitability and balance sheet

– Lending decisions are now tightly scrutinized so banks must know their customers and the associated risks

• Much more rigor in deciding who gets a loan

– Increased industry regulations require actions that place a burden on banks

• Trying to avoid another crisis and enforce transparency

– Banks are focused on recapturing the trust and loyalty of their customers while fending off fierce competition

• Knowing your customer and servicing them better

Macro trends in Banking

Typical BI approach in major FS organizations

How this came about?

Using QlikView as a platform for Business Discovery enables

business users to receive relevant information at the right time.

Top10 Solutions

in Banking

Client

Servicing

Financial Management

Risk Management

/ Reg. Compliance

Expense Management

Customer Analysis / Targeting

Sales and Revenue Analysis

Transaction Monitoring

IT Management

Exec Dashboards / Scorecards

Operational Risk

• Internal / External Events

• External Loss Events

• Risk Control Self-Assessments (RCSA)

• Advanced Measurement Approach (AMA)

• Data Quality and Controls

Market Risk• Trade book performance and what-if:

- Equity Performance

- Interest Rates and FX Rates

- Commodity Prices

• Portfolio VaR, Stressed VaR

Liquidity Risk• Intraday Liquidity Snapshot / Trend

• Limit Management

• Idiosyncratic Survival

• Cash Flow Events

• Liquid vs. Illiquid Products

Counterparty Risk• Counterparty Performance Trends

• Risk calculation / Simulation Integration:

- Credit Valuation Adjustment (CVA)

- Right Way / Wrong Way Risk Analysis

- Risk Correlation

Enterprise Risk Management• Economic and Regulatory Capital

• Risk & Exposure Analysis

• Credit, Operational, Market, Liquidity

• Regulator and Board ad hoc requests

• Executive Risk Dashboards / Scorecards

AML and Fraud• Fraud Detection and Investigation

• Suspicious Activities / Transactions

• Watch List and Case Management

• Transactional Pattern Analysis

• Social Profiling

Credit Risk

• Mortgage and Loan Production

• Delinquencies and Charge-Offs

• Transaction Activity Analysis

- Deposits and Withdrawals

- Payments and Collections

Regulatory Compliance

• Basel II+ (Banking)

• Solvency II (Insurance)

• Know Your Customer (KYC)

• Treating Customers Fairly (TCF)

• Sarbanes Oxley (SOX)

Common QlikView application areas for Risk Management

QlikView’s business discovery platform can be applied to multiple risk management areas

• Natural Analytics™ is the core

technology and design approach that

drives the unique QlikView Business

Discovery Experience

• Natural Analytics™ technology

optimizes data structures, the analytical

query engine, the interactive user

experience, visualizations and

collaboration for user interaction and

discovery

• Natural Analytics™ means ground

breaking levels of software adoption and

better ROI from BI.

Natural Analytics™ – The Core of QlikView®

Natural Analytics™ – The Core of QlikView®

Natural Analytics™ – The Core of QlikView®

How traditional BI and

visualization tools work

QlikView

• Limited view and access to data

• Forced down linear drill paths

• Need to involve IT to modify

• What-if and on-the-fly analysis

is limited

• Freedom to explore data from any point in

analysis in a dynamic, interactive interface

• Answer any question on the fly, real-time

• Easily see connections, and

disconnects in data

The Unique QlikView® Patented

Data Association Technology

Demo 1 – QlikView Introduction

Sales Management

Demo 2 – QlikView Template

Credit Risk

Thank You