Financial Services

As being competitive becomes as important to the financial services sector as it is in retail and manufacturing, more FS organizations are integrating information on an enterprise-wide basis. And we’ve been working with them to achieve this – read what we’ve been doing.

Business Planning for Atrium Underwriters at Lloyd’s of London

Business Planning is an important activity for Lloyd's Insurers with a big focus on underwriting margin and its constituents on an underwriting year basis. Atrium is a managing agent participating on and managing a syndicate in the Lloyd’s insurance market. Continued growth and operating at scale has brought challenges in managing increasing complexity and risk. BI applications help managers do this effectively and efficiently and so improve profit performance.

Empowering an International Insurer for Self-Service BI

Our client is a global, property and casualty insurer, with a substantial specialty business. They offer a wide range of insurance products and services and operate in over 25 countries across the globe.The company recently invested in a technology platform with strong self-service capabilities. They envisioned a culture where business users would be able to leverage that platform to independently access and analyze information empowering them to make timely, data-supported decisions.

An International Insurance Underwriter Pilots a Unified Financial Management System

A globally unified finance function helps firms to meet the challenges of maintaining alignment with priorities, allocating resources optimally, responding quickly to change and managing complexity and risk. Our client used a proof of concept and then a pilot to develop a global consensus on a unified financial management information system.

Extending the Analytic Capabilities of Excel for Actuaries – Insurance Loss Triangles

The client is one of the largest property and casualty insurance companies in the world. This solution was for the surety division who provide specialist insurance products such as contract, commercial and fidelity bonds.

Catastrophe Claims Reporting Dashboard

Our Client is a Managing Agent at Lloyds with a global specialty lines platform underwriting a diversified portfolio of specialty lines business from its operations at Lloyd's and around the world.

Using Analytics to Understand the Drivers of Branch Effectiveness

Our client is a major financial services organization with millions of European customers and a presence in nearly every community. With a strong stable of brands, their Retail division serves millions of customers through one of the largest branch networks, in conjunction with digital, telephony and mobile services. They provide a comprehensive product range that includes current accounts, savings, loans, mortgages, and insurance.

Financial Modelling for Atrium Underwriters at Lloyd’s of London

Atrium is a managing agent participating on and managing a syndicate in the Lloyd’s insurance market. Continued growth and operating at scale has brought challenges in managing increasing complexity and risk. BI applications help managers do this effectively and efficiently and so improve profit performance.


Board Reporting on Mobile Devices 

Our Insurance client’s CIO took the initiative to provide his Board of Directors with their Board Reports on mobile devices; increasing the richness and impact of the information and demonstrating the potential of new mobile technologies for the firm. 

Updating sales analytics to keep pace with growing business

The retail banking group of Lloyds contracted us to redevelop its analytical sales tools after the manufacturer of its existing technology ceased supporting the format. We matched the flexibility and modelling power of the original system while managing to increase its user-friendliness, scalability and information-sharing capability.

Helping corporate bank prioritise most profitable customers

We equipped Lloyds with a new system for integrating data feeds and applying powerful modelling tools – a less labour-intensive and error-prone system than its predecessor, and one which allowed it to focus on key clients while incentivising relationship managers and identifying cross-selling opportunities.