Data solutions for financial services in the UK
Financial services firms collect data from core banking systems, CRM platforms, policy administration and claims processing. Different departments produce conflicting reports because there's no single source of truth..png?width=1024&height=1024&name=Website%20images%20(13).png)
How we help Financial Services:
We deliver end-to-end data solutions for banks, insurers, investment firms and brokers, covering everything from data strategy and integration through to advanced analytics and AI/ML.
We're technology-agnostic and work with Qlik, Microsoft, Snowflake, Databricks, Jedox and Inphinity.
1. Bespoke data solutions
Custom solutions built for your specific requirements using Qlik, Snowflake, Microsoft and other leading platforms.
2. Data training
We offer Qlik and data literacy training courses to build analytical capability across your organisation.
3. Data audits
We assess your Qlik or Power BI analytics environment, scoring each area 0-5 with a detailed report and prioritised action plan.
Typical Financial Services projects
Centralised data warehouses
Consolidate core banking, policy administration and claims data into single warehouses with full audit trails for regulatory compliance.
Real-time regulatory reporting
Automate FCA, PRA and compliance reporting with live dashboards that meet regulatory deadlines. Validation catches errors before submission.
Cross-departmental data governance
Establish consistent business logic and data definitions across all departments. Eliminate conflicting reports between teams.
Cloud migration and modernisation
Replace legacy systems with scalable cloud platforms on Snowflake, Databricks or Microsoft, reducing IT maintenance costs.
Trusted by 250+ customers including:
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What our data solutions deliver
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Single source of truth with consistent business logic
Different departments in financial services firms often produce conflicting reports because each team works from different data sources with different business logic.
We integrate core banking, policy administration, CRM and claims platforms into unified reporting.
This establishes consistent data definitions across all departments with full data lineage documenting where each number originates.
Everyone works from the same version of truth.
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Real-time data access for risk, compliance and regulatory reporting
98% of financial institutions consider real-time data vital for compliance workflows and fraud detection.
Teams need immediate access to data to meet regulatory deadlines and respond to risk events.
We provide instant access to validated data through automated pipelines. These catch errors before submission and maintain full audit trails from source systems through to regulatory reports.
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Modern cloud infrastructure reducing total cost of ownership
Legacy systems consume 64% of IT budgets on maintenance alone.
We replace outdated platforms with scalable cloud data warehouses built on Snowflake, Databricks or Microsoft.
This significantly lowers infrastructure costs and redirects budget from maintenance to strategic initiatives that drive revenue and competitive advantage.
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Advanced analytics and machine learning for fraud detection and risk assessment
Early warning systems help you identify fraud patterns, assess credit risk and forecast portfolio performance before issues escalate.
We build AI-ready environments using platforms designed for data science and machine learning. This helps you stay ahead of risks with predictive analytics instead of constantly reacting to problems after they occur.
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Data governance and quality controls for regulatory compliance
Regulatory audits require you to demonstrate where data originates, how it's processed and who has access at every stage.
We implement governance frameworks that ensure data quality, lineage and compliance with regulatory requirements.
This documents your full data lifecycle to satisfy FCA, PRA and other regulatory bodies during audits and inspections.
"We feel we have still not reached the full potential that Qlik and Ometis can provide, and yet we already have an interface that meets our needs and exceeds the expectations of our clients."
Smart Portfolio Strategies
What our solutions mean for your hospitality business:
Lower operational costs
Cut hundreds of hours on manual data extraction and report compilation. Free teams to focus on analysis and advisory work.
Meet regulatory deadlines
Submit accurate FCA and PRA reports on time. Reduce risk of fines and reputational damage from compliance failures.
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Faster decisions
Access current data when you need it. Respond quickly to market changes, risk events and business opportunities.
Revenue growth opportunities
Find cross-sell and upsell potential in customer data. Target high lifetime value segments and measure what works.
Why hospitality operators choose us as their partner:
Financial services sector expertise
We work with banks, insurers, investment firms and brokers across the UK. We understand the regulatory environment you operate in.
Data integration specialists
We connect disparate systems across legacy infrastructure and modern cloud platforms.
Technology-agnostic consultancy
We recommend based on your requirements, not commission structures. We partner with Qlik, Microsoft, Snowflake, Databricks, Jedox and Inphinity.
Proven with leading UK firms
Lloyd's, Deutsche Bank, Canada Life, Shawbrook Bank, Somerset Bridge, Ruffer and Singer Capital Markets trust us. 250+ UK businesses rely on our expertise.
I'd like to learn more
Somerset Bridge Group: 260 hours saved per year
We established a single source of truth with consistent business logic across Claims, Broking and Underwriting departments for this motor insurance provider serving 740,000+ customers.
✅ 260 hours saved annually
✅ Lower legal costs from faster case identification
✅ Shorter reinsurance renewal process
✅ Better call handling through real-time dashboards
Smart Portfolio Strategies: building next-generation portfolio interfaces
We delivered Qlik Sense training and collaborative best practice support, allowing this investment firm to build their own innovative interface for institutional portfolio construction with complex 3D portfolio data.
✅ Team became Qlik self-sufficient
✅ Best practice guidance provided throughout
✅ Easy portfolio analysis delivered
✅ Client expectations exceeded
Chat with our Financial Services data experts
A typical agenda:
- Introductions (5 minutes)
- What are your current challenges (5 minutes)
- High-level slides inc. pricing (5 minutes)
- Product demo and continuous Q&A (40 minutes)
Outcomes:
- An in-depth technical demo
- A link to pricing and a bespoke proposal
Feel free to focus us on what you need from the call.