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Business Intelligence & Performance Management Solution

Financial Sector

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.


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.

Create powerful analyses

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.

Gain certainty in your investments

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.

Get to know your customers better

Analyse every aspect of customer behaviour and your customer relationships. Evaluate transaction and customer data individually or in consolidated form in order to gain a new understanding of the customer. Offer the right products to the right customers at the right time.

Strengthen your sales team

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.

Deal with risks better

Achieve an effective reduction of risk in your business activities. Insurers can prevent fraud by optimising claims management. Banks can prevent default by managing credit life cycles better.

Your benefits from a BI solution from Cubeware

Business intelligence and performance management are more than just attractive reports. With us you will increase your customer focus and your business success in the financial sector!

Cubeware sample image - advantages of a bi solution for the financial sector
  • Increase profitability
  • Minimise risk
  • Intensify communication
  • Strengthen the sales force
  • Acquire & retain customers

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
“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 partnership in selling insurance.”
Jörg Friedrich
Head of Sales Controlling at Sparkassenversicherung

BI & PM SOLUTIONS FOR THE FINANCIAL SECTORBe inspired by our tried-and-tested customer solutions!

DEMIRE Deutsche Mittelstand Real Estate AG
DEMIRE Deutsche Mittelstand Real Estate AG
India Builders Corporation (IBC)
India Builders Corporation (IBC)
MÜNCHENER VEREIN Versicherungsgruppe
MÜNCHENER VEREIN Versicherungsgruppe
Österreichische Hagelversicherung
Österreichische Hagelversicherung
SV Sparkassenversicherung
SV Sparkassenversicherung

OUR SOLUTION EXPERTS FOR FINANCE Strong partners for your success in the financial sector

Numericon Information Consulting GmbH
Numericon Information Consulting GmbH
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