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Financial services data solutions for reporting, risk and better decisions
When financial data is fragmented, reporting, risk and planning slow down. EMARK connects it into solutions business users can rely on.
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 & 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
& 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 & 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
& 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 & 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 & 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
- Support management decisions with current data
- Present current KPIs in a clear dashboard
- Reduce manual report preparation
Financial controlling for groups & holdings
- Consolidate financial reporting across entities
- Support P&L, balance-sheet and KPI views
- Enable drill-down from summary to detail
Leasing business performance management
- Track activities, trends, forecast and results together
- Replace fragmented reports and manual exports
- Analyze business performance in seconds
Enterprise
self-service BI
- Support consistent reporting across departments
- Reduce dependence on IT and controlling
- Improve access to current business data
ICT risk management dashboards
- Support the full risk lifecycle with dashboards and workflow
- Track evaluated, outdated, accepted and closed risks
- See current status of ICT risks
Insurance
analytics
- Analyze provider, diagnosis, region and cost patterns where approved
- Analyze insurance sales, contracts and customers
- Support actuarial pricing and risk analysis
Planning
& forecasting
- Enable writeback, auditability and controlled updates
- Compare plan, actuals and forecast
- Connect reporting and planning
AI-ready data for financial services
- Add AI only where data quality and governance support it
- Establish business-ready data models
- Align definitions and access rules
Public usability
EMARK’s financial-services sources show practical impact across reporting, controlling, risk, insurance analytics and planning.
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 Flow
ERP
Data warehouse / data platform layers
Snowflake, Microsoft Fabric, Power BI, Talend
AI
& Machine learning
Make decisions based on data you can trust
From reporting and controlling to risk and AI-ready data, EMARK will help you define the next practical step.