Acting Strategically, Intelligently
Companies in the financial sector are permanently exposed to events that exert an influence on all areas of the business. Digitalisation is speeding up business, too. Acting strategically, intelligently is more demanding than ever. Banks, insurance companies and financial service providers need now more than ever an intelligent view of their business data in order to identify new business opportunities, optimise processes, maximise margins, offer outstanding customer service and create space for genuine innovation.
DATA ANALYSIS FOR MORE SUCCESS IN THE FINANCIAL SECTOR
A software solution from Cubeware for the financial sector will allow you to maintain an overview of your entire portfolio of products and services at all times. Our Business intelligence and performance management software creates space for a view of what's important: see your customers and new finance & insurance products behind your data. Give your teams all the important information they need. Help them to make well-informed decisions. Reduce complexity in daily work. Show your employees opportunities and how they can exploit them efficiently as well as where risks may lie. We ensure that you always have an overview of all the relevant processes in your financial and insurance business – from head office to the individual product. This frees up space for innovative finance and insurance concepts.
Provide each of your departments with relevant insights into their respective areas of responsibility. Whether bank, insurance company or financial service provider: discover which products and services have a positive influence on your business success. Enable your risk managers to weigh up risks even more effectively. Provide your CFO and management with all the information and interdependencies they need to launch new products on the market successfully.
Measure and optimise trading strategies. Keep up to date with the competition. Calculate the capital required. Measure global risks across several products and optimise your hedging strategies. Whether bank, insurance company or financial service provider: maintain a sustainable balance between risks and rewards. Respond quickly to official enquiries and manage legal submissions.
Increase the efficiency and productivity of your sales force with mobile BI solutions. This will enable your staff to provide qualified recommendations at any time. Your sales representatives receive details on customer demographics, products and regions instantly – always up to date and centrally orchestrated.
SV SparkassenVersicherung uses BI software from Cubeware
SV SparkassenVersicherung bundles insurance products for savings bank organisations in Baden-Württemberg, Hesse, Thuringia and parts of Rhineland-Palatinate. With the assistance of Cubeware Certified Partner NumeriCon, SV has built up a sales controlling portal for 2,800 users.
- All sale representatives connected via the portal
- Simple queries, fast response times
- Tracking of target attainment, sales channels, sales, commissions
- From standard reporting to ad hoc analysis
Active real estate management
- Integrated corporate planning and financial reporting.
- Clear dashboard with plan/actual comparisons.
- Precise control of the real estate portfolio.
By focusing its portfolio on offices, retail and logistics, DEMIRE AG achieves a balanced return and risk structure in the commercial real estate segment. However, the existing Excel-based controlling system was no longer sufficient for the targeted management and further optimisation of the portfolio. Together with the Cubeware partner HENDRICKS, ROST & CIE., DEMIRE has therefore implemented an individual BI platform that supports the real estate expert's planning, reporting and analysis throughout and identifies economies of scale as a basis for decision-making.
"With the BI solution, we can specifically control the opportunities and risks of our portfolio on the basis of reliable key figures".
Melanie Schäfer, Portfolio Manager at DEMIRE Deutsche Mittelstand Real Estate AG
Application: corporate planning, financial reporting, dashboard, plan/actual comparisons, controlling
Cubeware Products: Cubeware Cockpit
Industry sector: Real Estate
www.demire.ag
REAL ESTATE ASSET MANAGEMENT AND FINANCIAL ANALYSES WITH CUBEWARE
- 360-degree view of the consolidated portfolio
- Idustry-specific analysis at the touch of a button
- Income from the real estate portfolio increased
The India Builders Corporation (IBC) Group is one of the renowned property developers in Southern India and has developed an aesthetically designed space of over 15 million square feet (approx. 14 million square metres). With innovative trends in size and functionality, the IBC Group sets new standards in real estate development in Bangalore. Cubeware solution brings together financial and real estate data from multiple sources in a central BI platform for reporting and analysis which helps the company economically manage its diverse portfolio.
“The Cubeware Solutions Platform supports the successful management of our real estate business with department-specific KPIs and dashboards, integrated asset planning, and intelligent insights from a variety of data sources.” Salim J. Kirmani, CEO of IBC Group
Application: Financial controlling, reporting & analysis
Cubeware Products: Cubeware Cockpit, Cubeware Importer, Cubeware CW1 Datenbank
Idustry: construction industry, real estate business
Sales controlling in the insurance industry
- Up-to-date sales controlling
- Detailed information for back office and field servicew
- Simulations in the aggregated business plan
MÜNCHENER VEREIN used Cubeware to develop a flexible BI platform for sales controlling. The system evaluates information from SAP and other data sources and models up-to-date inventory and production data, costs and an aggregated business plan in a transparent reporting process. The Cubeware solution has become an indispensable tool for back office and field sales force as well as for the insurance association’s management board. It supports decision-making on a daily basis and also supports the end-of-year sales push with detailed simulations.
“The powerful Cubeware solution offers users enormous depth of up-to-date information, bringing a high degree of transparency to sales.” Thomas Kammermeier, Field Organisation at MÜNCHENER VEREIN Insurance Group
Application: Reporting & analysis, sales controlling, simulation
Cubeware Products: Cubeware Cockpit, Cubeware Importer
Industry: Insurance
Financial controlling in insurance
- BI solution for finance reporting and budget planning
- Simulation of reinsurance
- High degree of data security
- Implemented in three weeks
Österreichische Hagelversicherung used Cubeware tools to implement a company-wide business intelligence platform for financial reporting and budget planning. Thanks to the use of predefined interfaces and content for the source system Microsoft Dynamics NAV, the solution, which was customised to take account of industry- and company-specific requirements, was already up and running after three weeks.
“The automated data flows with data check routines provided by Cubeware Importer mean that we can depend error-free reporting processes with a high level of data integrity.” Susanne Thaler, Accounting Manager, Österreichische Hagelversicherung
Application: Reporting & analysis, financial controlling, budget planning, simulation
Cubeware Products: Cubeware Cockpit
Industry: Insurance
Dynamic sales reporting and analysis
- Sales portal for 2,800 outside sales reps.
- Transparency for an extensive sales organization.
- Personalized standard reports and detailed analyses down to individual contracts.
SV Sparkassenversicherung has set up a sales controlling portal for 2,800 users with the support of NumeriCon. The various groups of users in the large sales network access personalised reports via Cubeware Cockpit in the web and are able to trace their figures and commissions right down to the contract level. The basis is provided by a powerful BI architecture using Oracle and Cubeware, which serves as a central application delivering consistent data to all sales partners and creating transparency.
“Sales controlling using Cubeware is making a major contribution towards transparency vis-à-vis our sales partners – this provides an important base for a trusting successful partnership in selling insurance.” Jörg Friederich, Head of Sales Controlling at Sparkassenversicherung.
Project: Realised by NumeriCon GmbH (Cubeware Certified Partner)
Award: 2nd place in the BARC “Best Practice Award 2014 Business Intelligence and Analytics” for our customer SV Sparkassenversicherung
Application: Reporting & analysis, sector-specific sales controlling, sales portal
Cubeware Products: Cubeware Cockpit, Cubeware Importer
Industry: Insurance
HENDRICKS, ROST & CIE. GmbH improves the decision-making capacity of its customers over the long term and thus sustainably increases their business success. Decisively better. Decide better.
Core sectors: pharmaceuticals, wholesale and retail trade, services
Numericon GmbH is an independent and wholly owner-managed business consultancy. We assist our customers in planning, designing, implementing and operating their business intelligence solutions. Whatever the desired scope, we help our customers analyse their current status, compile requirements for the coming system, define the target status, select suitable software products, implement and test the system – with possible customisation – all the way through to go-live.
Besides technical expertise, we also offer help with business-related and organisational issues. This approach enables us to offer the complete range of services required for planning, implementing and operating a software solution for automated, efficient reporting, planning and analysis as well as consolidation.
Core sectors: logistics, automotive, finance
