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Financial services data solutions for reporting, risk and better decisions

Financial institutions need reliable data for management reporting, controlling, risk, compliance, planning, forecasting, customer analytics and operational decisions. 

EMARK helps banks, insurers, leasing companies and financial groups connect data into practical analytical and planning solutions that business users can trust and use.

Problem

Financial teams need trusted answers faster than fragmented systems can deliver

Reporting is fragmented across systems and Excel

Business users wait too long for reliable answers

Risk, compliance and planning need current data

Solutions

Data solutions that connect reporting, planning, risk, and analytics in financial services

Management reporting and self-service BI

Create reliable dashboards and reports for management, finance, sales, operations and business teams. 

Give users the ability to explore data, answer follow-up questions and reduce dependence on manual Excel reports

Financial controlling and performance management

Connect financial, accounting, business and operational data into one analytical environment.

Support P&L views, balance-sheet perspectives, KPI reporting, profitability analysis and drill-down from group-level overview to transaction detail.

Risk and compliance analytics

Build dashboards and workflows for ICT risk, risk lifecycle management, regulatory visibility and operational control.

Connect assets, threats, vulnerabilities, risk status and responsible roles into a governed risk view.

Planning, forecasting and reforecasting

Move planning from disconnected spreadsheets into a governed analytical environment.

Support business planning, financial planning, forecasting, reforecasting, plan vs actual analysis, writeback and auditability.

Insurance and leasing analytics

Support insurers and leasing companies with customer analytics, sales performance, contract portfolio views, pricing analytics, actuarial analysis, claims / health-insurance cost views and leasing business performance reporting.

AI-ready financial data and decision support

Prepare financial-services data for AI assistants, semantic search, forecasting support and decision intelligence.

Focus first on governed data, clear definitions, data quality and secure access.

Financial-services use cases

Management reporting
& KPI dashboards

Financial controlling for groups and holdings

Leasing business performance management

Enterprise
self-service BI

ICT risk management dashboards

Insurance
analytics

Planning
& forecasting

AI-ready data for financial services

Public usability

How EMARK helps financial-services companies work better with data

1. Identify the decision, process or reporting problem

We start with the business need: management reporting, risk visibility, financial controlling, sales performance, insurance analytics, planning, forecasting or AI readiness.

2. Connect and structure the data

We connect relevant systems and prepare governed analytical models with clear business definitions, access rules and data quality checks.

3. Build the solution

Depending on the need, we build dashboards, risk applications, planning workflows, financial reporting layers, self-service BI, writeback applications or AI-ready data products.

4. Enable users and scale adoption

We help finance, controlling, risk, sales, actuarial, management, IT and BI teams use the solution in daily work. Adoption matters as much as technology.

Technology that supports financial-services decisions

Qlik Sense

Qlik Sense for self-service BI, dashboards, financial analytics, risk reporting and management reporting 

Inphinity Forms

Inphinity Forms for planning, writeback, data entry and controlled updates directly in analytics

Inphinity Flow

Inphinity Flow for workflow and process support in risk, approval or data-management processes

ERP

ERP, accounting, leasing, insurance, risk and core business systems as source data

Data warehouse / data platform layers

Data warehouse / data platform layers for governed history, shared definitions and analytical models

Snowflake, Microsoft Fabric, Power BI, Talend

Snowflake, Microsoft Fabric, Power BI, Talend, dbt and related data-stack components where they fit the architecture

AI
& Machine learning

AI / ML for forecasting support, semantic search, AI assistants and decision intelligence once the data foundation is ready

Turn financial-services data into decisions users can trust

Whether you need faster reporting, better controlling, risk visibility, planning workflows, insurance analytics or AI-ready data, EMARK can help define a practical next step.