Contact

Data solutions for financial services in the UK

Ometis is a UK-based data and analytics consultancy. We help banks, insurers, investment firms and brokers fix fragmented data, automate regulatory reporting and move off legacy platforms.

Our financial services customers include Lloyds, Deutsche Bank, Canada Life, Ruffer, and Singer Capital Markets, to name a few.

We're vendor-agnostic. We work across Qlik, Microsoft, Sigma, Snowflake, Databricks, and Inphinity, to help you choose the best technology based on your needs and goals.

fs hero

Trusted by 250+ customers including:

  • Deutsche Bank
  • Canada Life-1
  • Ruffer
  • Shawbrook Bank —
  • Singer Capital Markets
  • Franklin Templeton

How we help Financial Services:

Who we work with

Global and investment banks

Customers include Deutsche Bank. We build large-scale analytics environments covering trading, operations and risk.

Retail and challenger banking

Customers include Lloyds and Shawbrook Bank. We consolidate core banking, lending and CRM data for regulatory reporting and customer analytics.

Capital markets and brokerage

Customers include Singer Capital Markets. We build the data and reporting layer behind trading, sales and client servicing.

Investment management

Customers include Ruffer. We deliver portfolio analytics, client reporting and bespoke interfaces for portfolio construction.

Life assurance and pensions

Customers include Canada Life. We integrate policy administration data for actuarial reporting and customer analytics.

General insurance and broking

Customers include Somerset Bridge. We deliver a single source of truth across Claims, Broking and Underwriting, plus automated regulatory submissions.

"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

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.

What our data solutions deliver

  • 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.

  • 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.

     

  • 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.

  • 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.

  • 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.

Why financial services choose us as their data partners:

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, Sigma, 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.

IMG_7174

I'd like to learn more

Speak to an expert

Somerset Bridge Group

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_logo

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

Which UK financial services firms work with Ometis?

 Our customers include Lloyds, Deutsche Bank, Canada Life, Ruffer, Singer Capital Markets, Shawbrook Bank and Somerset Bridge. We work across retail and challenger banking, global banking, investment management, capital markets, life assurance, insurance and broking. 

Can Ometis help with FCA and PRA regulatory reporting?

 Yes. We build governed pipelines from core banking, policy admin and claims systems into reporting platforms. Validation catches errors before submission. We deliver this on whichever platform fits your stack, including Qlik, Power BI, Sigma, Snowflake and Databricks. 

What does a financial services data audit involve?

We score your existing platform from 0 to 5 across performance, user adoption, data quality, governance and platform fit. You get a detailed report and a prioritised action plan. We run audits independently of which platform you end up on. 

Analytics audit

Data platform audit

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.