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An unprecedented growth in the sheer amount of data across the wealth management industry has brought about a critical need for better, more accurate analysis as well as concise, flexible and well-presented reporting.

Data that stands alone is lost potential growth. Information that is drawn from multiple sources, collated, shared, analysed and reported, is valuable business intelligence (BI) that improves visibility into transactions, optimises operations and enhances the client / adviser relationship.

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We understand the needs faced by investment operations

Using the Qlik data discovery platform, Ometis can give wealth management clients the tools they need to:

  • Enhance client intelligence for sales and marketing through targeting, segmentation, cross-selling, up-selling and profitability analysis
  • Improve visibility into transactions, assets and portfolios
  • Analyse operational risk and exposures more effectively
  • Facilitate faster regulatory compliance reporting
  • Optimise operations, improve service levels and streamline IT systems and processes
  • Discover and capitalise on new business opportunities
  • Enhance the client / adviser relationship through visual reporting

BI at your fingertips

With detailed, visual data available in seconds, Qlik’s powerful platform offers intuitive reporting, presentation and analysis that supports growth and performance, builds strong client relationships and helps you manage risk.

Next Steps...

In the world of wealth management, fortunes can change in an instant and accurate, up-to-the-minute data is a valuable commodity. Our consultancy services help wealth management clients achieve stability and growth in this demanding sector.

+44 (0)330 363 9900[email protected]

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Ometis provide expert business intelligence services to help all companies make sense of their data.

Using the Qlik Platform, we can provide in depth analysis of any area of your business in a matter of days.


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