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Qlik Banking & Financial Services Analytics from Qlik
Analytics solutions for financial risk management, featuring real-time data integration, visual analytics, AI capabilities, and interactive dashboards. Helps banks with credit risk assessment, market risk analysis, and regulatory compliance.
Product analysis by function
Risk Analytics for Analytics and Business Intelligence
Platforms for advanced analysis of various risk types to support risk management decisions.
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Data Integration and Connectivity
(9 Yes /9 Known /10 Possible features)
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Multi-source Data Integration Ability to import and unify data from multiple banking systems (core banking, CRM, external feeds, etc.). |
Qlik supports multi-source data integration via connectors to core banking, CRM, and external feeds, as documented on their website and third-party BI reviews. | |
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Real-time Data Sync Support for real-time or near-real-time data updates and streaming. |
Supporting 'real-time data integration' is a key Qlik offering; noted in product brochures and customer case studies. | |
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ETL Automation Built-in extract, transform, load (ETL) processes for automated data management. |
Qlik has built-in ETL (Qlik Data Integration) for extract, transform, and load automation. | |
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Data Quality Monitoring Tools to continuously check, profile, and improve data accuracy and consistency. |
Qlik offers continuous data quality monitoring through profiling and automated data checks (see Qlik Data Catalyst documentation). | |
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API Support Availability of application programming interfaces for custom integrations. |
Qlik provides extensive API support for custom integrations, as reflected in their developer documentation. | |
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Unstructured Data Handling Ability to process and analyze unstructured data (such as emails, documents, social media). |
Qlik’s analytics engine can process unstructured data, including documents and social feeds, per feature highlights. | |
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Batch Processing Speed Processing speed for large batches of imported data. |
No information available | |
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Data Mapping Flexibility Tools for flexible mapping between different data schemas. |
Qlik's data mapping supports flexible schema mapping as described in their data integration tools documentation. | |
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Cloud Database Compatibility Support for major cloud storage/data platforms. |
Qlik supports connections to all major cloud database vendors (Azure, AWS, Google), as listed on their connectors page. | |
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Data Enrichment Capability to augment data with additional attributes or external sources. |
Qlik supports data enrichment with external attributes and data feeds, including 3rd party data. |
Risk Modeling and Scoring
(4 Yes /4 Known /10 Possible features)
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Credit Risk Assessment Ability to model, calculate, and report on credit risk exposure. |
Product description states support for credit risk assessment models and reporting. | |
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Market Risk Analytics Support for calculating risks related to market volatility, value at risk (VaR), etc. |
Qlik supports market risk analytics as listed in solution guides for financial risk. | |
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Operational Risk Models Tools for quantifying and simulating operational risks (fraud, process failure, etc.). |
No information available | |
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Custom Risk Scorecard Builder Ability to design, implement, and manage custom risk scoring systems. |
No information available | |
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Stress Testing Simulation of extreme scenarios to assess resilience. |
Case studies showcase stress-testing visuals and scenario analyses. | |
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Scenario Analysis Capability to analyze the effect of different market and credit scenarios. |
Scenario analysis is supported for financial institutions, per product documentation. | |
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Probability of Default Calculation Support for quantitative PD modeling. |
No information available | |
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Loss Given Default Estimation Tools to estimate LGD values. |
No information available | |
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Exposure at Default Estimation Tools to model EAD figures. |
No information available | |
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Model Calibration Tools Functionality to recalibrate and validate predictive risk models. |
No information available |
Reporting and Visualization
(9 Yes /9 Known /10 Possible features)
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Interactive Dashboards Customizable dashboards for visualizing key risk metrics and trends. |
Interactive dashboards are a core capability, highlighted on the vendor's demo videos. | |
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Automated Report Generation Tools for scheduled and one-click creation of risk reports. |
Qlik enables automated and scheduled report generation, as shown in user workflow documentation. | |
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Drill-down Functionality Ability to drill into report figures to explore underlying data. |
Drill-down functionality is a trademark Qlik feature in visual analytics. | |
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Trend Analysis Historical views and trend projections for risk indicators. |
Trend analysis is supported, including historical comparison and projections. | |
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Custom Report Builder User-defined templates and configuration for bespoke reporting. |
Custom report builder is available via drag-and-drop features in Qlik dashboards. | |
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Exception Reporting Alerting on outliers, breaches, or significant risk events. |
Exception/outlier reporting is supported via visual alerts and rules. | |
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Regulatory Report Templates Built-in templates for key regulatory risk reports (e.g., Basel, IFRS 9, CECL). |
Qlik offers regulatory report templates for Basel, IFRS 9, CECL as mentioned on their financial services pages. | |
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Export Options Ability to export reports/data to popular formats (PDF, Excel, CSV, etc.). |
Export to PDF, Excel, CSV etc. is a documented Qlik feature. | |
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Visualization Types Number of chart/visualization types supported. |
No information available | |
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Mobile Accessibility Support for report and dashboard access on mobile devices. |
Mobile accessibility is supported via browser and Qlik mobile apps. |
Risk Data Governance and Security
(6 Yes /6 Known /10 Possible features)
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User Access Controls Role-based permissions and user management. |
Role-based access controls are configurable in Qlik user management. | |
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Audit Trail Comprehensive logs of data changes and analytic actions. |
Audit trail features are supported in Qlik enterprise deployments. | |
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Data Encryption Support for encryption at rest and in transit. |
Data encryption (in transit, at rest) is detailed in Qlik security documentation. | |
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GDPR/CCPA Compliance Certified support for major data privacy laws. |
Qlik commits to GDPR and CCPA compliance; see privacy compliance resources. | |
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Data Masking Redacting sensitive information in outputs and analytics. |
Data masking/redaction is available especially in regulatory and sensitive use-cases. | |
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Multi-Tenancy Support Ability to securely segment data and processes by user or division. |
No information available | |
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SAML/SSO Integration Support for federated login and identity management. |
Qlik supports SAML/SSO for federated identity and enterprise login. | |
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Physical Security Certifications Provider holds relevant data center and process security certifications. |
No information available | |
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Automated Data Retention Policies Configurable rules for retaining and purging risk data. |
No information available | |
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Incident Response Framework Structured response and notification policies for security events. |
No information available |
Predictive Analytics and Machine Learning
(6 Yes /6 Known /10 Possible features)
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Machine Learning Model Integration Ability to deploy, score, and retrain machine learning models. |
Qlik integrates with machine learning platforms for scoring and model monitoring; supported via APIs/plugins. | |
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Anomaly Detection Automatic identification of unusual risk patterns. |
Qlik enables anomaly detection with add-ons, extensions, and AI-powered analytics. | |
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Time-series Forecasting Support for forecasting risk using time series/sequence models. |
Time-series forecasting is supported natively and via advanced analytics extensions. | |
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Model Explainability Tools Features for interpreting ML model outputs (e.g., Shapley values, LIME). |
Model explainability is offered for supported ML integrations with extensions (e.g., Qlik AutoML, connectors to SHAP/LIME). | |
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Custom Algorithm Support Ability to plug in proprietary or custom-developed models. |
Custom algorithm/model integration is possible through connectors and scripting. | |
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Automated Feature Engineering Automatic detection and creation of useful input features for predictive models. |
No information available | |
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Model Performance Monitoring Ongoing tracking of predictive model accuracy and drift. |
No information available | |
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AutoML Capabilities Support for automatic model selection and hyperparameter tuning. |
Qlik AutoML provides automated machine learning, model selection, and tuning. | |
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Risk Alerting Based on Predictions Automated notification based on predictive risk thresholds. |
No information available | |
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Batch Scoring Speed The speed at which models can score data in batch processes. |
No information available |
Scenario and Stress Testing
(6 Yes /6 Known /10 Possible features)
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Macro-economic Scenario Modeling Built-in or customizable macroeconomic scenario setups for stress testing credit and market risk. |
Large banks have used Qlik for macro-economic scenario modelling, backed by solution briefs. | |
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Reverse Stress Testing Ability to identify scenarios that would cause portfolio or firm-wide failure. |
No information available | |
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Flexible Scenario Definition User-definable parameters and variables for scenario analysis. |
Qlik allows flexible (user-defined) scenarios in analytics applications. | |
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Test Automation Scheduling and automation capabilities for regular stress and scenario runs. |
No information available | |
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Scenario Library Pre-configured sets of sample scenarios for rapid analysis. |
No information available | |
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Real-time Impact Calculation Instantaneous computation of risk metric changes as scenarios are applied. |
Qlik supports real-time and on-demand calculation in response to scenario changes. | |
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Regulatory Stress Test Alignment Templates and configuration aligned to regulatory stress test requirements (e.g., CCAR, EBA). |
Compliance content for regulatory stress testing, especially CCAR and EBA, confirmed in solution materials. | |
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Scenario Comparison Visualization Tools to visually compare outputs under multiple scenarios. |
Scenario comparison and visualization is a standard dashboard feature. | |
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Large-scale Simulation Capacity Maximum number of simultaneous scenarios that can be run. |
No information available | |
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Scenario Result Export Ability to export scenario outputs for reporting or further analysis. |
Scenario results can be exported to Excel, CSV and other formats for further analysis. |
Compliance and Regulatory Support
(5 Yes /5 Known /10 Possible features)
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Basel Compliance Tools Built-in models and reports aligned to Basel II/III requirements. |
Built-in templates and reports for Basel compliance cited in product documentation. | |
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IFRS 9/CECL Support Features to support international and US accounting for credit impairment. |
Qlik documentation notes IFRS 9 and CECL reporting packs. | |
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Audit-ready Reporting Ability to generate documentation and outputs required for external/internal audits. |
Audit-ready reporting is available; see control and governance features. | |
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Automatic Regulatory Updates Product is kept current with major regulatory rule changes. |
The product is regularly updated with regulatory changes, per vendor support materials. | |
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Regulatory Submission Integration Direct interfaces for electronic regulatory report delivery. |
Regulatory submission/export formats are supported (reports may be downloaded for submission). | |
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Regulatory Test Suites Standardized test suites to validate compliance outputs. |
No information available | |
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Data Lineage Traceability of all data points in regulatory reports back to origin. |
No information available | |
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Comprehensive Risk Taxonomy Library of risks classified in accordance with global regulatory standards. |
No information available | |
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Regulatory Version Control Ability to archive and roll-back compliance configurations. |
No information available | |
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Compliance Policy Templates Pre-built and customizable documentation to accelerate compliance efforts. |
No information available |
Performance and Scalability
(3 Yes /3 Known /10 Possible features)
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Concurrent User Support Number of users who can access/report simultaneously. |
No information available | |
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Maximum Data Volume Amount of transactional or risk data that can be stored/processed efficiently. |
No information available | |
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Analytic Calculation Speed Average time needed for complex risk calculations. |
No information available | |
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Uptime/Availability SLA Service level agreement for availability/reliability. |
No information available | |
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Parallel Processing Capability Ability to use parallel CPUs/cores for faster risk analytics. |
Qlik's engine is multi-threaded and supports parallel analytic workloads. | |
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Cloud Scalability Native scalability in public/private/hybrid cloud environments. |
Native cloud scalability is a standard feature of Qlik SaaS offerings. | |
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Load Balancing Support Automated distribution of workload to maximize performance. |
No information available | |
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Batch Processing Throughput Amount of data processed per batch job. |
No information available | |
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Peak User Response Time Maximum time for dashboard or report to load at peak usage. |
No information available | |
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Failover/Disaster Recovery Automated backup and recovery options for business continuity. |
Failover and automated disaster recovery are available in Qlik Enterprise/SaaS. |
User Experience and Collaboration
(8 Yes /8 Known /10 Possible features)
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Self-service Analytics Ability for business users to run and customize analytics without IT. |
Self-service analytics is a core selling point of Qlik for business users in banking. | |
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Shared Workspaces Team collaboration areas for shared analytics and annotation. |
Shared workspaces for analytics and collaboration are available in Qlik Sense. | |
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Commenting and Discussion Tools Inline commenting for risk findings and analytic results. |
No information available | |
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User Onboarding Guidance Interactive help, tutorials, or guided onboarding for new users. |
Interactive onboarding and tutorials are provided for new Qlik users. | |
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Customizable Dashboards Drag-and-drop or configurable dashboards. |
Dashboards are highly customizable via drag-and-drop interfaces. | |
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Role-specific Interfaces UI/UX tailored to different types of users (analysts, managers, IT, etc.). |
Role-specific experiences can be configured for different user types. | |
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Scheduling and Email Notifications Support for scheduled reports and email-based alerts. |
Reports and alerts can be scheduled and notifications sent via email. | |
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Mobile/Web Access Full functionality via browser or mobile app. |
Web and mobile functionality is fully supported. | |
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Personalized Views User-customized layouts, favorites, and bookmarks. |
Users can save and manage personalized views and settings. | |
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Export/Import User Settings Ability to save, export, or migrate user configurations. |
No information available |
Integration and Extensibility
(7 Yes /7 Known /10 Possible features)
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Plug-in/API Library Pre-built connectors or plug-ins for banking, BI, or risk management platforms. |
There are pre-built connectors and plug-ins for banking and BI ecosystems. | |
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Data Export APIs REST or SOAP APIs to export risk data/analytics to other systems. |
REST and SOAP APIs for export are detailed in Qlik developer resources. | |
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Custom Workflow Integration Ability to combine risk analytics into larger business workflows. |
Risk analytics can be embedded in broader workflows via APIs and automation. | |
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BI Tool Compatibility Native integration with major BI products (Power BI, Tableau, etc.). |
Native Power BI, Tableau and other BI tool integrations are supported. | |
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Third-party Model Import Ability to ingest externally developed models (e.g., PMML, Python, R). |
Third-party models (Python, R, PMML) can be imported for analysis and scoring. | |
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SFTP/Batch File Interface Support for exchanging bulk risk data using SFTP or shared storage. |
No information available | |
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Event-driven Integration Trigger actions or analytics based on external events. |
No information available | |
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Sandbox Environment Environment for testing integrations and customizations safely. |
Sandbox/test environments are available in enterprise and developer editions. | |
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Versioned API Support Backward-compatible management of API version changes. |
No information available | |
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Extensible Data Schema Ability for admins to easily extend data structures for additional fields. |
Data schema extensibility is available for admins to add custom fields. |
Financial Performance Analytics for Analytics and Business Intelligence
Solutions for analyzing and reporting on the bank's financial performance across various dimensions.
More Financial Performance Analytics
More Analytics and Business Intelligence ...
Data Integration
(9 Yes /9 Known /10 Possible features)
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Multi-source Data Connectivity Ability to connect to various data sources (e.g., core banking, CRM, ERP, external market data). |
Qlik's platform supports integration with multiple data sources including core banking, CRM, ERP, and market data. See Qlik's connectivity documentation. | |
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Real-time Data Ingestion Capability to ingest data as it is generated or updated, supporting up-to-the-minute analytics. |
Product highlights real-time data integration and streaming analytics for up-to-date analysis. | |
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Batch Data Processing Support Supports scheduled or on-demand data batch processing up to set intervals. |
Qlik supports both batch and streaming data processing for analytics. See product technical documentation. | |
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Data Cleansing Tools Automated features for detecting, correcting, and standardizing raw banking data. |
Data preparation, profiling, and cleansing are supported in Qlik's data integration suite. | |
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ETL (Extract, Transform, Load) Customization Allows custom ETL workflows to match bank’s business rules and requirements. |
ETL workflows can be constructed and customized within Qlik Data Integration. | |
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API Integrations Availability of APIs for direct data connections with third-party applications. |
Qlik provides REST, ODBC, and other API integrations for connecting third-party applications. | |
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Data Mapping Flexibility Ability to map and reconcile fields from different systems to unified analytics data models. |
Data mapping and field transformation available natively in Qlik for reconciliation and analytics modeling. | |
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Change Data Capture (CDC) Supports tracking and applying only changed data for efficiency. |
Qlik Replicate supports change data capture (CDC) from various data sources for efficient updates. | |
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Support for Unstructured Data Ability to process and analyze unstructured data (e.g., documents, emails). |
Qlik's analytics platform handles unstructured data such as documents and emails using connectors and parsing features. | |
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Historical Data Loading Speed The speed at which the system can load historical data for analysis. |
No information available |
Financial Analytics & Metrics
(9 Yes /9 Known /10 Possible features)
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Profit and Loss Reporting Produces automated and customizable P&L statements. |
Financial reporting templates, including P&L, are available for banks in Qlik's financial solutions. | |
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Balance Sheet Analysis Facilitates detailed review of assets, liabilities, and equity over time. |
Balance sheet analysis is supported via both pre-built and customizable reports. | |
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Net Interest Margin Analysis Calculates and monitors net interest margins for lending operations. |
Qlik Banking solution outlines net interest margin analysis for lending portfolio management. | |
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Loan Performance Tracking Analyses metrics such as loan origination, repayment, delinquencies, NPL ratios. |
Loan performance tracking, including default metrics and originations, available in vertical solution. | |
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Revenue Attribution Traces sources of revenue to business units, products, or geographies. |
Revenue attribution by business line is supported by Qlik through data modeling and filters. | |
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Expense Analysis by Category Breaks down and visualizes cost structures and operational expenses. |
Expense analysis widgets and custom breakdowns are available in Qlik for banks. | |
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Liquidity Analytics Monitors liquidity coverage, available funds, and cash flow projections. |
Liquidity coverage reporting and cash flow is included as part of financial analysis capabilities. | |
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KPI Definition & Tracking Customizable calculation and monitoring of key performance indicators. |
Banks can define and track KPIs with customizable calculation logic in Qlik Sense/Qlik Banking. | |
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Scenario & What-if Analysis Allows users to model financial performance under hypothetical scenarios. |
Scenario/what-if analysis for forecasting and risk simulation available in finance applications. | |
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Forecast Accuracy Measures the accuracy of built-in financial and risk forecasts. |
No information available |
Advanced Analytics and AI
(8 Yes /8 Known /8 Possible features)
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Predictive Analytics Uses statistical modeling to forecast future financial trends or risks. |
Predictive analytics, including forecasting models, are built into Qlik's advanced analytics suite. | |
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Anomaly Detection Detects aberrant financial behavior that may require investigation (e.g., fraud, misstatements). |
Fraud and anomaly detection are highlighted as available capabilities. | |
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Customer Segmentation Identifies customer cohorts based on behaviors, demographics, or profitability. |
Qlik provides segmentation features and supports clustering and cohort analysis. | |
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Churn Prediction Predicts likelihood of customer attrition using historical data. |
Churn prediction use cases are available in documentation for financial institutions. | |
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Automated Insights Generation System generates plain-language summaries of key financial analytics findings. |
Automated narrative insights/augmented analytics is supported through Qlik Insight Advisor. | |
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Model Explainability Provides transparency into machine learning model outputs. |
Qlik provides explainable AI features including transparency on ML model results. | |
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Self-service ML Model Building Empowers analysts to build, train, and deploy machine learning models without coding. |
Self-service ML model building is available via Qlik AutoML product line. | |
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Time Series Forecasting Supports statistical or ML-based forecasting of financial time series. |
Time series forecasting is provided through built-in and third-party integrations. |
Dashboards and Visualization
(9 Yes /9 Known /9 Possible features)
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Customizable Dashboards Users can tailor visualizations and dashboards to their specific needs. |
Dashboards in Qlik Sense are fully customizable by users, including visuals and layouts. | |
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Drag-and-drop Visualization Builder Allows creation of visualizations without coding. |
Drag-and-drop dashboard builder is a core feature of Qlik Sense. | |
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Pre-built Templates for Banking KPIs Includes banking-specific dashboard layouts and widgets. |
Pre-built banking KPI dashboards are available in industry templates. | |
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Mobile-optimized Dashboards Ensures dashboards are accessible and usable on smartphones and tablets. |
Qlik Sense dashboards are responsive/mobile-optimized as described in product collateral. | |
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Data Drill-down/Drill-through Ability to interactively explore underlying details of charts and tables. |
Users can drill down into visuals to underlying data natively in Qlik. | |
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Scheduled Reporting Enables automatic distribution of reports/dashboards at set intervals. |
Reports can be scheduled for automated distribution in Qlik. | |
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Real-time Visual Updates Dashboards refresh automatically as underlying data changes. |
Dashboards support real-time/auto-refreshing for up-to-date visualization. | |
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Export to PDF/Excel/CSV Formats Ability to export dashboards and reports for offline analysis. |
Export options to PDF, Excel, CSV, etc., are standard in Qlik. | |
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Embedded Analytics Allows analytics modules to be embedded into third-party applications (e.g., intranets). |
Embedded analytics available with Qlik's mashup and integration APIs. |
Audit, Compliance & Regulatory
(6 Yes /6 Known /7 Possible features)
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Regulatory Reporting Templates Provides built-in templates for common banking regulatory submissions (e.g., Basel, IFRS). |
No information available | |
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Audit Trail Support Tracks all data transformations, accesses, and changes for audit purposes. |
Audit trail/logging for data, visualizations, and user interactions is available (compliance feature). | |
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Role-based Access Controls Enables granular permission management according to user roles and compliance needs. |
Role-based access controls for dashboards, content, and data are part of Qlik Sense security model. | |
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Data Retention Policy Enforcement Automatically enforces bank-mandated data retention and deletion rules. |
Data retention and deletion policy support enabled for compliance use cases in Qlik. | |
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Secure Data Masking Sensitive data can be masked for privacy and access control. |
Data masking capabilities available for sensitive banking data. | |
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Change Logging Logs all alterations to reports, analytics, and underlying data. |
Change logging for reports, data, and analytics is documented feature. | |
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GDPR and Data Privacy Support Features to ensure compliance with data privacy regulations. |
Qlik is GDPR compliant and supports data privacy controls applicable to financial institutions. |
User Management & Collaboration
(5 Yes /5 Known /7 Possible features)
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Multi-user Access Allows multiple users to simultaneously access and work on analytics. |
Multi-user access/collaboration is a core feature. | |
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Permission Granularity Degree to which access can be controlled at the dashboard, report, or data level. |
No information available | |
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Shared Workspace Collaborative environments for analytics project teams. |
Shared workspace environments with collaborative features documented. | |
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In-application Comments and Discussion Ability to annotate reports or dashboards for collaborative review. |
Qlik supports comments and discussion on dashboards and reports. | |
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Task Assignments and Notifications Feature for assigning analytical review or approvals to specific users. |
No information available | |
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User Management APIs APIs to integrate or synchronize user access with other bank systems (e.g., Active Directory). |
User management APIs and integration options available, such as via REST/SCIM for directory integration. | |
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Single Sign-On (SSO) Support Integrates with corporate authentication systems for streamlined access. |
Single Sign-On (SSO) supported for enterprise environments (e.g., SAML, OAuth). |
Performance and Scalability
(2 Yes /2 Known /7 Possible features)
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Concurrent User Support Maximum number of users supported simultaneously without performance degradation. |
No information available | |
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Data Processing Throughput Amount of data the system can process in a given time. |
No information available | |
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Query Response Time Average time for analytics queries to return results. |
No information available | |
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Uptime/Availability Percentage of time the system operates and is accessible. |
No information available | |
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Elastic Scalability Can scale compute and storage up/down dynamically based on load. |
Qlik Cloud and on-premises products scale dynamically with workload requirements. | |
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Distributed Processing Supports parallel, distributed computation for large data workloads. |
Distributed analytics workloads are supported, as Qlik can deploy on clusters and in parallelized cloud environments. | |
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Data Storage Capacity Maximum amount of analytical data the system can store. |
No information available |
Security
(4 Yes /4 Known /5 Possible features)
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End-to-end Encryption Uses encryption while data is stored and in transit. |
End-to-end encryption is a basic security feature documented for both cloud and on-premises products. | |
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Multi-factor Authentication (MFA) Supports two-step verification and other MFA protocols. |
Multi-factor authentication is supported through integration with enterprise identity providers. | |
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Activity Monitoring & Alerts Logs user activities and sends alerts on potentially suspicious actions. |
Activity logging and security alerting is part of the Qlik Sense security and governance feature set. | |
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Penetration Testing Certifications Product regularly undergoes penetration testing, with results available. |
No information available | |
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Compliance Certifications Holds certifications such as SOC 2, PCI DSS relevant to banking operations. |
Qlik holds and publishes compliance certifications such as SOC 2 and ISO 27001 relevant for banking. |
Deployment & Integration
(6 Yes /6 Known /6 Possible features)
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Deployment Options (Cloud/On-Premises/Hybrid) Can be deployed as per organizational policy or regulatory requirements. |
Qlik supports cloud, hybrid, and on-premises deployments to meet regulatory or customer preferences. | |
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Integration with Existing BI Tools Supports interoperability with established business intelligence platforms. |
Qlik can integrate with third-party BI tools such as Power BI via connectors and APIs. | |
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Custom Connectors Supplies or supports development of connectors to legacy or niche banking systems. |
Custom connectors (including for legacy systems) can be built using Qlik's developer APIs and SDKs. | |
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Open API Support Provides APIs for programmatic access to functions and analytics. |
Qlik offers a comprehensive Open API for programmatic access. | |
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Containerization Support Compatible with Docker/Kubernetes-style deployments for portability. |
Supports deployment via containerization (e.g., Docker, Kubernetes) as per technical documentation. | |
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Automated Upgrade Mechanisms Allows seamless updates with minimal user disruption. |
Automated upgrade processes available for both cloud and on-premises. |
Support, Training & Documentation
(6 Yes /6 Known /6 Possible features)
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24/7 Customer Support Availability Around-the-clock technical assistance for banks. |
24/7 technical customer support is provided for enterprise clients. | |
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Dedicated Account Manager Appoints a dedicated representative for large or strategic clients. |
Dedicated account managers are available for strategic and large enterprise accounts. | |
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Comprehensive User Documentation Rich, regularly updated manuals and knowledge bases. |
Extensive user documentation and knowledge base available online. | |
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Online Training Modules On-demand video or interactive training for bank staff. |
On-demand e-learning and training modules are available for Qlik products. | |
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User Community Forum Active user community/support forum for product knowledge sharing. |
Qlik Community forums are active for user discussion and knowledge sharing. | |
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Custom Training Workshops Tailored, live training sessions delivered by vendor experts. |
Custom training workshops can be arranged with Qlik or approved partners. |
Business Intelligence Platforms for Analytics and Business Intelligence
Comprehensive solutions for reporting, dashboarding, and self-service analytics across the organization.
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Data Integration & Connectivity
(8 Yes /8 Known /11 Possible features)
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Multi-source Data Connections Ability to connect to a wide range of data sources (databases, files, APIs, etc.) simultaneously. |
Qlik supports connection to a wide range of sources (databases, files, APIs); detailed in product datasheets and documentation. | |
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Banking Core System Integration Native connectors for popular core banking systems (e.g., Temenos, Finacle, FIS, etc.). |
Qlik offers native connectors and integration with multiple core banking and enterprise systems (e.g., via Qlik Data Connectors). | |
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Real-Time Data Synchronization Support for real-time data updates and streaming ingestion. |
Supports real-time data integration and streaming (Qlik Data Streaming, CDC); referenced on official solution and technical pages. | |
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ETL/ELT Support Built-in Extract, Transform, Load/Extract, Load, Transform processes for preparing data. |
Qlik offers ETL/ELT capabilities through Qlik Data Integration and Qlik Sense. | |
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Data Blending Allow combining data from multiple sources for unified analysis. |
Data blending is a core feature for Qlik data modeling; see Qlik documentation. | |
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API Data Fetch Rate Maximum rate at which data can be fetched from APIs. |
No information available | |
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Batch Data Processing Capacity Volume of batch data pipeline processing. |
No information available | |
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Custom Connector Development Allows custom connectors for unique data sources. |
Qlik supports custom connector development via APIs and SDKs. | |
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Data Format Support Range of supported data types/formats (CSV, XML, JSON, Parquet, etc.). |
No information available | |
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Scheduling Data Updates Ability to schedule automated data refresh intervals. |
Qlik enables scheduling of data reloads and refreshes through its management console. | |
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On-premises and Cloud Connectivity Supports both on-premises and cloud-hosted data connections. |
Qlik connects to both on-premises and cloud-hosted data and applications, via Qlik Data Gateway and other tools. |
Data Governance & Security
(8 Yes /8 Known /11 Possible features)
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Role-Based Access Control (RBAC) Allow fine-grained user access management based on roles. |
Qlik supports RBAC via management console and user roles. | |
|
Data Encryption at Rest/In Transit Encrypts all sensitive data during storage and transmission. |
Qlik provides data encryption at rest and in transit, described in security whitepapers. | |
|
Audit Logging Records all user activity for compliance and traceability. |
Audit logging for data and user activity is documented and configurable within Qlik. | |
|
GDPR/CCPA Compliance Built-in features to comply with privacy regulations. |
Qlik supports GDPR/CCPA requirements, with published compliance features. | |
|
Data Lineage Tracking Ability to trace the origin and transformation history of data. |
Data lineage and transformation tracking included in Qlik lineage capabilities. | |
|
PII Data Masking Automatically masks sensitive personally identifiable information. |
PII data masking options available in Qlik Data Integration. | |
|
Single Sign-On (SSO) Integration with enterprise authentication (e.g., SAML, LDAP, Active Directory). |
Qlik supports SSO with SAML, LDAP & Active Directory integration. | |
|
Multi-factor Authentication (MFA) Requires extra layer of security for platform access. |
Qlik supports MFA for platform access for enhanced security. | |
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Retention Policy Management Automated controls for enforcing data retention/deletion policies. |
. | No information available |
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User Permissions Granularity Level of detail for restricting access to platform features/data. |
. | No information available |
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Automated Compliance Reporting Automated generation of compliance audit reports. |
. | No information available |
Analytics & Reporting
(8 Yes /8 Known /11 Possible features)
|
Self-service Analytics Enable non-technical users to create queries and generate insights. |
Self-service analytics is a major Qlik differentiator; highlighted in marketing and analyst assessments. | |
|
Ad Hoc Reporting Ability for users to create custom reports on demand. |
Qlik supports ad hoc report creation for business users. | |
|
Scheduled & Automated Reporting Support for automatic, timed report generation and delivery. |
Includes scheduled and automated reporting with delivery via email or portal. | |
|
Interactive Dashboards Customizable dashboards with interactive filters and drill-downs. |
Interactive, customizable dashboards are standard in Qlik Sense. | |
|
Data Visualization Gallery Number of available chart/visualization types. |
. | No information available |
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Geo-spatial Analytics Provides geo-mapping and spatial analysis features (e.g., for branch performance). |
Geo-spatial analytics (maps, location intelligence) are natively supported in Qlik. | |
|
KPI Tracking Preset and custom banking KPIs (e.g., NIM, RoE, LCR). |
. | No information available |
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Drill-through Analysis Ability to click through summary data down to transaction detail. |
Drill-through analysis is standard (click from summaries to detailed records). | |
|
Embedded Analytics Can embed reports/charts in other banking applications or portals. |
Embedded analytics tools and APIs enable report embedding in portals and apps. | |
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Data Export Options Allows exporting reports to multiple formats (Excel, PDF, CSV, etc.). |
No information available | |
|
Alert & Notification Triggers Define conditions to alert users of anomalies or events. |
Alert and notification triggers available for anomalies and rules. |
Artificial Intelligence & Machine Learning
(8 Yes /8 Known /11 Possible features)
|
Integrated ML/AI Engines Native capabilities for building, training, and deploying models within the platform. |
Qlik includes integrated ML and AI engine support, including AutoML in Qlik Cloud. | |
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Pre-built Banking Models Library of ready-to-use models for fraud, churn, credit risk, etc. |
. | No information available |
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Model Training Speed Measured throughput for ML model training. |
. | No information available |
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AutoML Automated machine learning workflows for non-expert users. |
Qlik AutoML facilitates automated machine learning workflows. | |
|
Real-Time Scoring Deploys models to score transactions or events as they occur. |
Qlik can deploy models for real-time transaction/event scoring. | |
|
Explainable AI (XAI) Tools for interpreting model outcomes and increasing regulatory trust. |
Qlik publishes features for explainable AI; includes visual explanation of model outputs. | |
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Integration with Python/R Notebooks Enable data scientists to work directly within programming notebooks. |
Integration with Python/R notebooks is documented for Qlik Sense. | |
|
Model Ops (Monitoring and Retraining) Features for monitoring models in production and retraining as needed. |
ModelOps (monitoring and retraining) supported for Qlik ML pipelines. | |
|
Anomaly Detection Automated detection of unusual activity (transactions, logins, etc.). |
Anomaly detection is marketed for financial risk and fraud analytics. | |
|
Natural Language Processing (NLP) Supports NLP for sentiment or document analysis. |
NLP supported in Qlik's analytics platform (sentiment/text analysis functions). | |
|
Number of Supported Algorithms Count of out-of-the-box ML/AI algorithms offered. |
. | No information available |
Collaboration & Sharing
(8 Yes /8 Known /10 Possible features)
|
In-platform Commenting Users can comment/tag colleagues on reports/dashboards. |
In-platform commenting and collaboration exist within Qlik Sense. | |
|
Role-based Content Sharing Granular controls for sharing analytics content with specific users/groups. |
Role-based content sharing granularity is configurable for user/groups. | |
|
Version Control Track versions and changes to dashboards or data models. |
Version control for assets is supported in Qlik Cloud through publishing and history. | |
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Notification System Alerts users with updates or shared content. |
Qlik includes notification systems for updates; via hub and email. | |
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Export/Publish to External Channels Publish insights/reports to email, portals, or business apps. |
Reports can be distributed via email and externally published via add-ons. | |
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Collaboration Workspace Shared spaces for cross-team analytics project work. |
Collaboration workspaces are available for shared analytics projects. | |
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Audit Trail on Shared Assets Tracks who accesses or modifies shared analytics assets. |
Audit trails on shared data assets are part of the administration feature set. | |
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Concurrent User Limit Maximum number of users who can collaborate concurrently. |
. | No information available |
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Personalized Content Feeds User-customized feeds for relevant insights/notifications. |
. | No information available |
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Integration with Corporate Communication Tools Slack, Teams, or email integration for sharing notifications. |
Qlik integrates with MS Teams, Slack, and email for notifications. |
Scalability & Performance
(3 Yes /3 Known /10 Possible features)
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Maximum Data Volume Supported The data size the platform can efficiently process. |
No information available | |
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Concurrent User Support Maximum number of analytics users supported at once. |
. | No information available |
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Query Response Time Median time to return results for standard queries. |
. | No information available |
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Elastic Scaling Automated system resources scaling up/down based on load. |
Qlik supports elastic scaling on their SaaS/cloud platforms. | |
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Cloud-native Architecture Built to run natively on cloud platforms for maximum scale. |
Qlik SaaS is cloud-native; also available on-premises. | |
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High Availability Redundancy and failover support for mission-critical analytics. |
High availability and failover is built into Qlik multi-node deployments. | |
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Data Partitioning Support for dividing data sets for distributed processing. |
. | No information available |
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Multi-tenancy Single platform instance supports multiple organizations/business units securely. |
. | No information available |
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Distributed Computing Support Harnesses cluster computing for faster processing. |
. | No information available |
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Workload Isolation Separates analytic workloads (e.g., test vs. production). |
. | No information available |
User Experience & Usability
(7 Yes /7 Known /10 Possible features)
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No-code/Low-code Analytics Allows users to build reports/dashboards without advanced coding. |
Qlik's platform is no-code/low-code with drag-drop interfaces for analytics/reporting. | |
|
Mobile Accessibility Analytics accessible on mobile devices (responsive web or app). |
Qlik Sense apps are responsive and accessible via mobile browsers and apps. | |
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Customizable Dashboards Users can tailor dashboards to their preferences. |
Dashboards are fully customizable per user/team. | |
|
Personalized Analytics Platform adapts to users’ roles, preferences, or historical behavior. |
. | No information available |
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Onboarding & Guided Tutorials In-app guidance and training to speed up user adoption. |
Onboarding guides and in-app tutorials included as part of Qlik's user adoption tools. | |
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Accessibility Compliance (WCAG) Meets standards for users with disabilities. |
. | No information available |
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Multi-language Support Platform available in user’s preferred language. |
Qlik supports multiple languages for the platform interface. | |
|
Feedback/Support Widgets In-platform mechanism to contact support or send feedback. |
Feedback portal and support widgets available within the Qlik environment. | |
|
Custom Theme Support Ability to configure platform colors, fonts, and layout. |
Custom branding and themes supported via Qlik management. | |
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User Satisfaction Score Aggregate user feedback regarding usability. |
. | No information available |
Deployment & IT Management
(7 Yes /7 Known /10 Possible features)
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Deployment Models Available on-premises, private cloud, public cloud, or hybrid. |
No information available | |
|
Automated Updates Automatic patches/updates delivered by the vendor. |
Automated updates are standard in Qlik Cloud/SaaS. | |
|
Containerization Support Deployable using containers (e.g., Docker, Kubernetes). |
Support for containers (Docker/Kubernetes) available for deployment flexibility. | |
|
API Access for Administration Admin controls can be automated via API. |
API access for administration via RESTful and other APIs is documented. | |
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Backup & Disaster Recovery Automated backups and recovery testing features. |
Automated backup and disaster recovery options are available in Qlik SaaS. | |
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Custom Domain & Branding Banks can apply their logo, business domain, and UI colors. |
. | No information available |
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Service Level Agreement (SLA) Availability Guaranteed uptime from platform vendors. |
. | No information available |
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Multi-instance Support Separate instances for dev, staging, and production. |
Qlik supports multi-instance environments for development/staging/production. | |
|
Automated User Provisioning Integrates with HR or IT systems for onboarding/offboarding. |
User provisioning integrates with enterprise HR/IT systems (e.g., via SAML/SCIM). | |
|
Change Management Tools Integrated tools for managing platform changes and rollback. |
Change management tools for publishing apps and rolling back are present in Qlik Cloud. |
Integration & Extensibility
(7 Yes /7 Known /10 Possible features)
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Open APIs Well-documented APIs for pushing/pulling data and metadata. |
Qlik features open, well-documented APIs for integration. | |
|
SDKs and Developer Tools Software development kits in major programming languages. |
SDKs available for .NET, JavaScript, Python, and others for Qlik Sense. | |
|
Marketplace for Add-ons Ecosystem for third-party or in-house extensions. |
Add-ons and extensions marketplace is available for Qlik Sense. | |
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Web Hooks/Event Triggers Can respond to platform or data events for integration. |
Supports webhook/event triggers for real-time integrations and workflows. | |
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Custom Widget Support Ability to add bespoke visual components to dashboards. |
Custom widget development is supported via Qlik's extensibility framework. | |
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Integration with BI/Analytics Standards Support for OData, JDBC, ODBC, or other analytics standards. |
Qlik supports analytics standards such as ODBC, JDBC, REST, and OData. | |
|
Reporting API Throughput Speed of exporting reports via API. |
. | No information available |
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Webhook Latency Average time to trigger and deliver an event. |
. | No information available |
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Integration Templates Pre-built integrations to common banking or fintech applications. |
. | No information available |
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Data Federation Allows querying/discovery across federated sources. |
Data federation can be accomplished within Qlik's data integration tools. |
Compliance & Regulatory Support
(9 Yes /9 Known /10 Possible features)
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Banking Regulatory Templates Pre-made formats for standard banking regulatory submissions. |
Regulatory reporting templates for banking are available in Qlik industry solutions. | |
|
Automated Report Archiving Archive regulatory reports on a scheduled basis. |
Regulatory report archiving is possible through scheduled exports/automation. | |
|
Change Logs for Regulated Reports Track and archive changes to all regulatory submissions. |
Change logs and version history support for reports is available. | |
|
Application-level Auditing Event-level logging of user interaction with regulatory reports. |
Application-level auditing for report access and changes is supported. | |
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Localization (Jurisdiction Support) Ability to adapt to various legal/accounting frameworks. |
Localization and jurisdiction-specific frameworks are supported for global banks. | |
|
e-Signature Support Digitally sign regulatory reports as per local frameworks. |
Digital signature integration is supported through partner solutions and APIs. | |
|
Regulatory Change Management Update content automatically as regulations change. |
Regulatory content and requirement management is supported via updates. | |
|
Automated Report Validation Validate submissions against regulatory business rules. |
Automated validation of regulatory reports is available in templates. | |
|
Data Residency Controls Configure where banking data is stored/processed geographically. |
Qlik supports configuration of data residency in cloud and regional settings. | |
|
Sanctions and Watchlist Monitoring Tools to analyze and report against global financial watchlists. |
No information available |
Support, Training, and Service
(9 Yes /9 Known /10 Possible features)
|
24/7 Support Availability Vendor provides ‘always-on’ support for critical functions. |
Qlik offers 24/7 support for enterprise customers. | |
|
Dedicated Banking CSM Customer Success Manager specialized in banking analytics. |
Banking-specialized customer success programs identified in Qlik for Financial Services materials. | |
|
Vendor Response Time Average time to first contact from support. |
. | No information available |
|
Certified Training Programs Official learning tracks for business and technical users. |
Certified training and learning pathways for business and technical users. | |
|
On-Demand Knowledge Base Extensive, searchable database of help articles and FAQs. |
Extensive on-demand knowledge base available on Qlik.com for all users. | |
|
Community Forums User-to-user forums for troubleshooting and ideas. |
Qlik community forums support user-to-user troubleshooting and collaboration. | |
|
Implementation Accelerators Templates/frameworks to speed initial implementation. |
Implementation accelerators and industry templates are part of Qlik’s banking offering. | |
|
Service Management Portal Online management of support tickets and SLAs. |
Service management portal is accessible for enterprise customers for ticket & SLA management. | |
|
Third-party Implementation Partner Ecosystem Availability of certified partners for platform rollout. |
Certified Qlik implementation partner programs exist globally. | |
|
Account Health Reviews Regular check-ins and performance reviews by the vendor. |
Account health and check-in reviews conducted as per customer success agreements. |
Advanced Analytics and AI for Analytics and Business Intelligence
Cutting-edge analytical solutions leveraging machine learning, artificial intelligence, and predictive modeling.
More Advanced Analytics and AI
More Analytics and Business Intelligence ...
Data Integration and Connectivity
(8 Yes /8 Known /10 Possible features)
|
Multi-source Data Integration Ability to connect to and aggregate data from multiple sources (core banking, ERP, CRM, cloud, third-party APIs). |
Qlik connects to core banking, ERP, CRM, cloud, and third-party APIs; multi-source data integration is a core platform capability. | |
|
Real-time Data Sync Capability to synchronize data in real time, enabling access to up-to-date information. |
Real-time data sync is highlighted in product marketing and solution overviews. | |
|
Batch Data Processing Support for scheduled data imports/exports to handle large volumes. |
Qlik offers scheduled data refreshes and batch-import/export in data integration tools. | |
|
Data Lake Compatibility Ability to ingest and work with data stored in data lakes. |
Qlik can ingest data from data lakes (e.g., supports Amazon S3, Azure Data Lake, etc.). | |
|
ETL (Extract, Transform, Load) Tools Built-in tools for extracting, transforming, and loading data. |
Qlik Data Integration platform includes ETL tools. | |
|
API Connectivity Availability of robust APIs for integration with external applications and services. |
Qlik's APIs (RESTful & others) are available for integration with external applications. | |
|
Data Format Support Support for multiple data file formats (CSV, JSON, XML, Parquet, etc.). |
Supports multiple formats (CSV, JSON, XML, Parquet) as per documentation. | |
|
Data Quality Controls Tools for data cleansing, validation, and deduplication. |
Offers data quality controls through cleansing, profiling, validation, and deduplication. | |
|
Scalability Maximum volume of data supported in gigabytes or terabytes. |
No information available | |
|
Data Refresh Frequency Minimum time interval for refreshing integrated data. |
No information available |
AI/ML Modeling and Automation
(9 Yes /9 Known /11 Possible features)
|
Automated Machine Learning (AutoML) Tools for automatically building, training, and tuning machine learning models. |
AutoML support is built into Qlik AutoML and Insight Advisor for banking AI applications. | |
|
Model Deployment Support for deploying ML models into production environments for real-time or batch inference. |
Supports deploying models for both real-time and batch inference via Qlik AutoML and integrations. | |
|
Prebuilt AI Models Availability of prebuilt models for common banking use-cases (fraud detection, credit scoring, churn prediction). |
Prebuilt AI models (e.g., churn, fraud, credit scoring) mentioned in solutions and documentation. | |
|
Custom Model Development Ability to create and train custom AI/ML models using the platform. |
Custom model development supported through Qlik AutoML and partner integrations. | |
|
Natural Language Processing (NLP) Support for processing and analyzing textual data using AI. |
Qlik supports NLP for textual analysis, e.g., unstructured financial documents. | |
|
Image and Document Classification AI-enabled tools for extracting information from images and documents. |
Qlik offers document parsing, image recognition, and classification via AI integrations. | |
|
Model Training Speed Time taken to train a model on a standard dataset. |
No information available | |
|
Model Accuracy Metrics Measurement of model's performance (AUC, F1, accuracy) on test data. |
No information available | |
|
Model Monitoring Continuous monitoring of deployed model performance and drift. |
Provides monitoring for model performance and drift via AutoML and supported extensions. | |
|
Automated Model Retraining Built-in support for retraining models as new data arrives. |
AutoML routines can be set up for periodic or triggered retraining. | |
|
Explainable AI (XAI) Tools to interpret and explain AI-driven decisions to users. |
Explainable AI is included (e.g., why a decision or prediction was made) in Qlik AutoML. |
Visualization and Dashboarding
(9 Yes /9 Known /10 Possible features)
|
Customizable Dashboards Ability for users to build and customize their own dashboards. |
Dashboards are customizable by end-users or teams. | |
|
Real-time Visualization Updates Dashboards automatically update as data changes. |
Real-time dashboard and visualization updates are a core Qlik feature. | |
|
Multiple Chart Types Supports a variety of visualizations (bar, line, area, pie, heatmaps, etc.). |
Supports many chart types: bar, line, pie, heatmaps, tree maps, etc. | |
|
Drill-down Analytics Ability to drill down from summary overviews to granular data points. |
Drill-down analytics supported natively in dashboards/visual reports. | |
|
Automated Report Generation Generates scheduled or on-demand reports from dashboards. |
Automated report generation (scheduled and on-demand) available for dashboards. | |
|
Sharing and Collaboration Tools to enable sharing dashboards with internal/external users and annotation/commenting. |
Sharing and collaboration (commenting, annotations, external user sharing) included. | |
|
Mobile Friendly Visualization Dashboards and reports accessible and optimized for mobile devices. |
Dashboards are mobile responsive and reports viewable on mobile devices. | |
|
Visualization Latency Average time taken to render a dashboard after data change. |
No information available | |
|
Export Options Ability to export charts and dashboards in various formats (PDF, Excel, Image). |
Exports to PDF, Excel, and image formats are available in reporting/export options. | |
|
Data Storytelling Ability to create data stories with narrative text, visualizations, and interactivity. |
Capability for narrative data storytelling with text, images and visual components. |
Predictive and Prescriptive Analytics
(8 Yes /8 Known /10 Possible features)
|
Predictive Modeling Support for statistical and machine learning models forecasting future outcomes. |
Predictive modeling supported via Qlik AI and integrations (statistical & ML). | |
|
What-if Analysis Enables users to test hypothetical scenarios and estimate their impact. |
What-if analysis is supported in advanced analytics workflows (scenario testing). | |
|
Optimization/Recommender Engine Prescriptive analytics functionality offering optimal recommendations (e.g., product offers, asset allocation). |
Prescriptive analytics (optimization/recommendation engines) available via AI modules. | |
|
Scenario Planning Allows modeling of different scenarios to support business continuity and strategic planning. |
Scenario planning and analysis tools available in analytics app builder. | |
|
Anomaly Detection Automatically detects unusual patterns or outliers, often with AI assistance. |
Anomaly detection using AI is a well-advertised feature for financial risk analytics. | |
|
Forecasting Accuracy Average percentage accuracy of predictive forecasting models. |
No information available | |
|
Time-to-prediction Average time from data input to availability of model prediction. |
No information available | |
|
Automated Alerting Sends alerts or notifications based on predictive or prescriptive analytics outcomes. |
Automated alerting/notifications can be configured for derived analytics results. | |
|
Simulation Tools Built-in modules for simulating different business or market conditions. |
Simulation tools available for business and risk scenario simulations. | |
|
Integration with Decision Support Systems Can connect and feed outputs directly into operational decision tools or workflows. |
Decision support outputs can integrate with third-party systems via robust APIs/connectors. |
Security and Compliance
(9 Yes /9 Known /10 Possible features)
|
Role-based Access Control (RBAC) Ability to assign permissions based on user roles. |
RBAC feature described in Qlik SaaS and Enterprise documentation. | |
|
Data Encryption Encryption of data at rest and in transit per industry standards. |
Qlik offers enterprise-grade data encryption in transit and at rest. | |
|
Audit Trails Comprehensive logs tracking user and system activity for compliance and troubleshooting. |
Comprehensive audit logging is described in Qlik enterprise documentation. | |
|
Single Sign-On (SSO) Supports authentication via SSO protocols (SAML, OAuth, etc.). |
Supports SSO via SAML and OAuth providers for enterprise clients. | |
|
GDPR/CCPA Compliance Built-in features to meet data privacy laws (GDPR, CCPA, etc.). |
Compliance support for GDPR/CCPA and other regulations detailed in product datasheets. | |
|
Data Masking Ability to obscure sensitive data from unauthorized users. |
Data masking can be configured for unauthorized users per security features. | |
|
User Activity Monitoring Monitor and alert on suspicious or unauthorized user activity. |
User activity monitoring and alerting is an admin console feature. | |
|
Data Retention Policies Configurable data retention and deletion schedules. |
Configurable data retention policies are described in admin tools. | |
|
Multi-factor Authentication (MFA) Extra layer of login security using additional verification methods. |
MFA is supported for cloud deployments as described in security documentation. | |
|
Penetration Testing Frequency How often security penetration tests are conducted. |
No information available |
User Experience and Usability
(6 Yes /7 Known /10 Possible features)
|
Self-service Analytics Business users can independently create and modify analyses and reports. |
Qlik emphasizes self-service analytics for business end-users. | |
|
Intuitive Interface User-friendly and consistent UI/UX design for all user levels. |
Qlik UI/UX is widely recognized as user-friendly and consistent. | |
|
Guided Analytics Guided experiences, tutorials, and tooltips to help users navigate analytics workflows. |
Guided analytics and contextual tooltips/tour features included. | |
|
Accessibility Compliance Complies with accessibility standards (e.g., WCAG, ADA) for users with disabilities. |
No information available | |
|
Search and Recommendation Engine Search for data, reports, and recommendations using natural language. |
Natural language search and recommendation engine built into Qlik Insight Advisor. | |
|
Customization Level Degree of customization allowed for dashboards, reports, and visual elements. |
No information available | |
|
Average User Onboarding Time Time required for a new user to learn and start using the platform productively. |
No information available | |
|
Multi-language Support UI and documentation available in multiple languages. |
Multiple language options for UI and documentation. | |
|
Mobile App Availability Native mobile application for iOS and Android. |
Not as far as we are aware.* No dedicated native mobile app; platform uses responsive web/mobile, per Qlik support. | |
|
Personalized Dashboards Each user can personalize their dashboard to match preferences. |
Personalized dashboards configurable on user basis. |
Collaboration and Workflow
(10 Yes /10 Known /10 Possible features)
|
Integrated Collaboration Tools In-platform chat, comments, and annotation features. |
Collaboration tools with commenting and in-app discussion available. | |
|
Version Control for Reports Track and revert to previous versions of reports and dashboards. |
Version control for apps/reports available in Qlik Cloud Services. | |
|
Workflow Automation Automate business processes, task assignments, and approvals within analytics. |
Workflow automation via Qlik Application Automation. | |
|
Notification Center Centralized alerts and update notifications for analytics events. |
Notification center and alerting built into new Qlik environments. | |
|
Scheduled Report Distribution Automatically distribute scheduled reports to users or groups. |
Scheduled distribution of reports (email, etc.) supported per documentation. | |
|
Third-party Collaboration Integrations Integration with external collaboration platforms (Slack, Teams, email, etc.). |
Integrations with Teams, Slack, and other platforms supported. | |
|
Approval Workflows Route insights, reports, or analytics outputs for approval before dissemination. |
Approval workflow support available in Qlik Application Automation. | |
|
Task Assignment Capabilities Assign data tasks or follow-ups directly from within the product. |
Task assignment via in-app workflows and collaboration modules. | |
|
External Stakeholder Sharing Can securely share analytics with users outside the organization. |
Secure sharing with external stakeholders available through governed data sharing. | |
|
User Activity Tracking Track collaboration actions for audit and improvement purposes. |
User activity tracking/auditing granularity included in admin console. |
Deployment and Scalability
(7 Yes /7 Known /10 Possible features)
|
Cloud Deployment Option Platform can be deployed and managed in the public or private cloud. |
Qlik is offered as a SaaS product (cloud-native) and as multi-cloud deployment. | |
|
On-premises Deployment Option Platform supports deployment on internal servers. |
Qlik offerings include on-premises deployment (Qlik Sense Enterprise, etc.). | |
|
Hybrid Deployment Option Supports geographically distributed or hybrid cloud/on-premises setups. |
Supports hybrid deployments across cloud and on-premises. | |
|
Elastic Scalability Ability to automatically scale infrastructure and capacity up or down. |
Qlik Sense offers elastic scaling in Qlik Cloud. | |
|
Load Handling Capacity Maximum concurrent users supported without performance degradation. |
No information available | |
|
Multi-tenant Architecture Ability to securely support multiple organizations on the same platform. |
Multi-tenancy is available in Qlik Cloud and Enterprise. | |
|
Data Residency Control Admins can specify geographic or jurisdictional location for stored data. |
Data residency controls provided for enterprise clients needing location-specific storage. | |
|
Uptime / Availability SLA Percentage uptime or availability commitment in service level agreements. |
No information available | |
|
Automated Disaster Recovery Built-in tools for backup, failover, and recovery. |
Automated disaster recovery is inherent in Qlik Cloud and available for on-premise clients. | |
|
Deployment Time Average time needed to deploy the platform in a production environment. |
No information available |
Extensibility and Customization
(9 Yes /9 Known /10 Possible features)
|
Custom Plugin/Extension Framework Allows users or partners to develop and deploy custom extensions or connectors. |
Qlik supports development of custom plugins and extensions via APIs and SDKs. | |
|
Open API Access Comprehensive, documented APIs for system integration and workflow automation. |
Extensive and open API access for integration and extension. | |
|
Scripting/Programming Support Support for scripting or coding custom analytics (e.g., Python, R, SQL). |
Scripting support for SQL, Python, R, etc. within Qlik environment. | |
|
Custom Branding Ability to rebrand the analytics solution with the bank’s look and feel. |
Custom branding supported as per Qlik technical documentation. | |
|
Custom Workflow Support Enable creation of tailored workflows for bank-specific processes. |
Custom workflow creation is available in Qlik Application Automation. | |
|
Marketplace Ecosystem Access to a marketplace of prebuilt connectors, modules, and add-ons. |
Qlik Market has connectors, modules, add-ons—marketplace ecosystem present. | |
|
Embedded Analytics Analytics modules can be embedded into other bank applications or portals. |
Qlik analytics can be embedded into other apps/portals. | |
|
Customization Documentation Quality Quality and comprehensiveness of developer guides for customization. |
No information available | |
|
Custom Report Templates Ability to create and manage custom template reports. |
Custom report templates are supported as per reporting and template engine instructions. | |
|
Support for AI Model Import/Export Supports importing and exporting external AI/ML models. |
Supports import/export of AI/ML models between Qlik AutoML and external tools. |
Operational Performance and Monitoring
(9 Yes /9 Known /10 Possible features)
|
System Performance Dashboards Centralized dashboards showing system health, availability, response times, etc. |
System health and performance dashboards are available in admin/ops modules. | |
|
Resource Utilization Metrics Track CPU, memory, and storage consumption of the analytics platform. |
Resource utilization monitored and reported for platform health. | |
|
Latency Monitoring Measure and report on query, model, and visualization latency. |
Latency for queries and dashboards can be measured/monitored. | |
|
Error and Exception Logging Detailed logs and tools for tracking, diagnosing, and fixing platform errors. |
Error and exception logging is available for troubleshooting. | |
|
Automated Scaling Automatically adjust resources based on usage metrics. |
Platform supports automated scaling for resources in Qlik Cloud/enterprise cloud. | |
|
Usage Analytics Insights and metrics on how users engage with features and content. |
User engagement and analytics are part of Qlik admin reporting. | |
|
Uptime Monitoring Automated tracking of system uptime. |
Uptime monitoring, status dashboards, and API status available to administrators. | |
|
Alerting on Thresholds Send alerts based on resource usage or operational thresholds. |
Operational/usage thresholds can trigger alerts for admins. | |
|
Mean Time to Resolve (MTTR) Average time spent to resolve technical/platform incidents. |
No information available | |
|
Maintenance Window Scheduling Ability to schedule and communicate planned maintenance events. |
Planned maintenance events are scheduled and communicated to users. |
Support and Vendor Services
(8 Yes /8 Known /10 Possible features)
|
24/7 Support Availability Support is available at all times, worldwide. |
24/7 worldwide support advertised for Qlik enterprise clients. | |
|
Dedicated Account Manager A specific person is assigned to manage relationship and support. |
Dedicated account managers offered for enterprise and strategic customers. | |
|
Onboarding and Training Programs Comprehensive training materials and onboarding for new users. |
Extensive onboarding and training programs highlighted in Qlik's service offerings. | |
|
User Community and Forums Access to online community and self-service peer support. |
Qlik Community is an established global forum for self-support and peer engagement. | |
|
Professional Services Availability of expert services for implementation, customization, and data migration. |
Professional services available for consulting, migration, and deployment. | |
|
Knowledge Base Quality The comprehensiveness and up-to-dateness of platform documentation. |
No information available | |
|
SLA Response Time Guaranteed initial response time for support requests. |
No information available | |
|
Multi-channel Support Support available via phone, chat, email, and ticketing system. |
Support available via phone, chat, email, and web ticketing system. | |
|
Customer Success Resources Dedicated resources to ensure successful product adoption and value. |
Customer Success teams/services (adoption/value) highlighted for enterprise clients. | |
|
Feedback and Feature Request Mechanism Users can easily submit feedback and request new features. |
User feedback and feature request tools built into Qlik product and community. |
Data Visualization Tools for Data Management
Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
More Data Visualization Tools
More Data Management ...
Data Integration
(11 Yes /11 Known /11 Possible features)
|
Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
Qlik supports connections to various data sources (SQL, APIs, flat files, cloud, etc.), as detailed in product docs and industry reviews. | |
|
Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
Qlik's data reload and refresh scheduler allows automated data updates from all sources, as per official documentation. | |
|
Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
Qlik supports real-time and near real-time analytics via streaming and direct query modes. | |
|
Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
Qlik enables custom connectors via Qlik Web Connectors and APIs. | |
|
Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
Qlik allows blending data from multiple sources into a single associative model. | |
|
Data Mapping Facilitates schema mapping and field matching across different data structures. |
Data mapping between diverse structures is available through Qlik's data load script and visual mapping tools. | |
|
Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
Scheduling of data imports and reloads is a core feature of Qlik’s engine. | |
|
Batch Data Processing Processes large volumes of data in batches for efficiency. |
Qlik handles batch data ingestion, as referenced in their product specifications. | |
|
Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
Qlik offers change data capture as part of its integration capabilities. | |
|
API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
Qlik can natively connect to external APIs such as Bloomberg and Reuters via its web connectors. | |
|
Data Quality Checks Automated checking of imported data for completeness and format issues. |
Qlik offers automated data quality checks and profiling during data load. |
Usability & Accessibility
(11 Yes /11 Known /11 Possible features)
|
Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
Qlik Sense features a drag-and-drop UI for building dashboards and reports. | |
|
Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
Customizable dashboards for different user roles are a hallmark of Qlik’s approach. | |
|
Role-Based Access Control Allows defining different access rights for various users or groups. |
Role-based access is supported via section access and user management in Qlik. | |
|
Responsive Design Optimizes visualizations across devices, including mobile and web. |
Responsive design is supported so Qlik dashboards work on web and mobile devices. | |
|
Multi-language Support Supports users operating in different languages. |
Qlik offers multiple language options supporting multi-language environments. | |
|
Keyboard Navigation Offers keyboard-based controls for improved accessibility. |
Qlik supports keyboard navigation for accessibility. | |
|
Screen Reader Support Ensures compatibility with assistive technologies for visually impaired users. |
Screen reader compatibility is included to meet accessibility standards. | |
|
Pre-built Templates Provides ready-made templates for common visualization needs. |
Pre-built visualization templates are included in Qlik Sense. | |
|
Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
Contextual tooltips and help are provided throughout the Qlik platform. | |
|
User Customization Save Slots Stores and retrieves personalizations for future sessions. |
User personalization is supported with saved dashboards and bookmarks. | |
|
Dark Mode Supports color schemes suitable for low-light environments. |
Qlik Sense includes Dark Mode options for dashboards. |
Visualization Capabilities
(11 Yes /11 Known /11 Possible features)
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Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
Qlik supports a wide range of chart types including advanced options. | |
|
Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
Time series visualization is available, including specialized analytics for trends and seasonality. | |
|
Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
Interactive filters and slicers are core components of Qlik’s dashboard interactivity. | |
|
Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
Qlik has integrated drill-down and drill-through capabilities. | |
|
Custom Chart Creation Ability to script or define new, user-specific chart types. |
Users can define new, custom chart types using extensions in Qlik. | |
|
Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
Geospatial mapping is natively supported (Qlik GeoAnalytics). | |
|
Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
Conditional formatting is available for visual cues and thresholds. | |
|
Annotation and Commenting Add notes or comments directly onto charts for context. |
Annotation/commenting features are available in collaborative workflows. | |
|
Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
Storyboarding and presentation mode are present within Qlik Sense. | |
|
Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
Hierarchical data visualization through tree- and sunburst charts is supported. | |
|
Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
Dashboards can be embedded externally via iframe or API. |
Collaboration and Sharing
(11 Yes /11 Known /11 Possible features)
|
Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
Real-time collaboration features, such as shared app development, are included. | |
|
Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
Commenting and discussion threads are available in Qlik Cloud. | |
|
Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
Scheduled sharing via email and other delivery methods is supported. | |
|
One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
Exports to PDF, Excel, PowerPoint, and images are available in one click. | |
|
Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
Public links are supported for sharing live dashboards with external stakeholders. | |
|
Version History Track, review, and revert to earlier versions of dashboards or datasets. |
Version history is provided to review and revert dashboards. | |
|
Embedded Collaboration Tools Built-in chat, notifications, or tasks assigned within the platform. |
Embedded collaboration tools for chat and notifications are present. | |
|
Access and Audit Logs Tracks user access and actions for security and compliance. |
Access and audit logs are available for security and compliance. | |
|
Approval Workflows Facilitates workflow for peer review and management sign-off. |
Customizable approval workflows can be implemented in Qlik environments. | |
|
Annotation Sharing Annotations and markups can be shared and viewed by authorized users. |
Annotation sharing for collaborative work is supported. | |
|
Integration with Collaboration Suites Integrates with platforms like Microsoft Teams, Slack, or Google Workspace. |
Integration with Microsoft Teams, Slack, and Google Workspace is offered. |
Data Security and Compliance
(11 Yes /11 Known /11 Possible features)
|
Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
Data encryption at rest and in transit are core security features. | |
|
User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
SSO and MFA authentication methods are supported. | |
|
Granular Permissions Access rights can be set at dataset, visualization, and user level. |
Granular permissions at user and object level are available. | |
|
Audit Trails Logs all access and changes made to data and dashboards. |
Comprehensive audit trails of actions and access are kept. | |
|
Data Masking Masks sensitive data fields as per user or group policies. |
Data masking for sensitive information can be configured. | |
|
Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
Qlik is certified for leading compliance standards (SOC 2, GDPR, ISO 27001, etc.). | |
|
Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
Data residency options are offered within Qlik Cloud solutions. | |
|
Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
Automated retention and archiving policies can be set. | |
|
Secure API Access APIs require secure tokens/keys for integration. |
APIs require secure tokens/keys and have security documentation. | |
|
Intrusion Detection Monitors for and alerts on suspicious activity. |
Qlik offers monitoring and intrusion detection through audit logs and integration. | |
|
Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
Secure sharing with access revocation, expiration, and password protection is included. |
Performance and Scalability
(8 Yes /8 Known /11 Possible features)
|
Concurrent User Support Maximum number of users that can use the platform simultaneously without degradation. |
No information available | |
|
Dashboard Load Time Time taken to fully load a complex dashboard. |
No information available | |
|
Maximum Data Volume Handled The upper limit of data (rows, size) that can be managed effectively. |
No information available | |
|
Horizontal Scalability Capability to add more servers or resources to accommodate demand. |
Qlik offers horizontal scalability, supporting clustered server deployments. | |
|
In-memory Processing Uses RAM for faster data queries and visualization updates. |
Qlik's associative engine is built on in-memory processing for high-speed analytics. | |
|
Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
Qlik implements caching for frequently used data and queries. | |
|
Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
Optimized query execution included in Qlik associative engine. | |
|
Asynchronous Data Processing Processes large calculations or queries in background threads. |
Qlik supports asynchronous background processing for large data and calculations. | |
|
Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
Qlik can be configured for failover and redundancy in enterprise deployments. | |
|
Elastic Resource Allocation Dynamically assigns resources based on load. |
Elastic resource allocation is possible with Qlik in cloud environments. | |
|
Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
System performance and monitoring tools are available in the management console. |
Advanced Analytics Support
(11 Yes /11 Known /11 Possible features)
|
Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
Built-in statistical functions for mean, median, standard deviation etc. are available. | |
|
Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
Qlik integrates with Python, R and other analytical frameworks via connectors. | |
|
Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
What-if and scenario analysis available in Qlik’s financial analytics apps. | |
|
Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
Forecasting models such as ARIMA and exponential smoothing are implemented using Qlik analytics and R/Python. | |
|
Custom Formula Editor Allows users to define custom calculations using formulas or code. |
Custom formula editor exists for user-defined calculations. | |
|
Regression Analysis Supports building and visualizing regression models. |
Qlik supports regression analysis via R/Python integration and built-in extensions. | |
|
Correlation Analysis Identify and visualize relationships between variables. |
Correlation analysis tools available in Qlik's analytics environment. | |
|
Anomaly Detection Built-in tools to flag and visualize outlier data points. |
Anomaly detection is supported natively and via AI/ML extensions. | |
|
Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
Clustering visualization (e.g., K-means) is possible via AI extensions and Qlik’s advanced visualization library. | |
|
Natural Language Query Enables users to ask questions in plain English and get visual answers. |
Natural Language Query is available through Qlik's Insight Advisor. | |
|
Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
Investment back-testing can be done via data load scripts and analytics extensions. |
Customization and Extensibility
(11 Yes /11 Known /11 Possible features)
|
Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
Custom branding features, including changing logos and color schemes, are supported. | |
|
Plugin and Extension Marketplace Access to a library of add-ons for new features and integrations. |
Qlik’s extension marketplace offers plugins and add-ons. | |
|
Scripting Support Custom scripts (JavaScript, Python, etc.) for creating tailored functionality. |
Scripting support for JavaScript and Python for advanced analytics and custom functions. | |
|
API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
APIs for automation and programmatic access are provided. | |
|
Custom Visual Component Creation Users/developers can build and add their own chart types. |
Qlik supports creation of custom visual components via extensions. | |
|
Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
Qlik has ETL and transformation pipelines for data preparation. | |
|
Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
Custom alerting rules can be defined for KPIs and thresholds. | |
|
Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
Supports multi-tenancy for client/department segregation in SaaS/cloud deployments. | |
|
Localization and Internationalization Supports translation and adaptation to local conventions. |
Localization and internationalization features are available (multi-language, locale formats, etc.). | |
|
White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
Qlik supports white-label embedding for OEM partners. | |
|
Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
Workflow automation can be configured using Qlik automation tools. |
Data Preparation and Transformation
(11 Yes /11 Known /11 Possible features)
|
Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
Data cleansing tools available for error detection and correction. | |
|
Data Aggregation Easily group and summarize data at various levels. |
Aggregation at all levels is a standard Qlik feature. | |
|
Calculated Fields Create new fields based on custom equations or logic. |
Calculated fields can be built using Qlik’s formula editor. | |
|
Time-series Data Handling Recognizes and handles time-based records efficiently. |
Efficient handling of time-series data is default in financial use cases. | |
|
Data Normalization Standardizes disparate values for improved comparison. |
Normalization routines are available to standardize disparate values. | |
|
Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
Pivot and unpivot operations supported natively for data reshaping. | |
|
Hierarchy Building Create parent-child relationships between data elements. |
Hierarchy building supported with native fields and data modeling. | |
|
Data Sampling Take representative samples for performance and testing. |
Data sampling for performance/testing available during data load. | |
|
Automated Join Detection Recommends potential joins between tables based on schema analysis. |
Automated join suggestions appear in Qlik’s data manager. | |
|
Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
Transformation script library present for reusable ETL tasks. | |
|
Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
Reproducible/automated data pipelines supported with Qlik applications. |
Reporting & Distribution
(10 Yes /10 Known /11 Possible features)
|
Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
Reports can be scheduled for automatic generation and delivery. | |
|
Report Customization Modify the layout, branding, and content of generated reports. |
Report layouts and branding are customizable. | |
|
Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
Multi-format exports: PDF, Excel, CSV, PPT are supported. | |
|
Parameterized Reports Allows users to input parameters and receive tailored reports. |
Parameterized reports can be generated based on user/spec input. | |
|
Bursting Distributes personalized sections of a report to corresponding recipients. |
Bursting to recipients is possible with report distribution features. | |
|
Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
Interactive reports support post-distribution exploration and filtering. | |
|
Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
Archived reports comply with regulatory retention/audit requirements. | |
|
Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
Qlik supports exporting entire dashboards and visuals with retained interactivity (e.g., as HTML). | |
|
On-demand Report Generation Authorized users can create reports instantly as needed. |
On-demand report generation available for authorized users. | |
|
Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
Notification of new reports via email, API, or messaging apps is configurable. | |
|
Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
No information available |
Support, Documentation, and Community
(11 Yes /11 Known /11 Possible features)
|
Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
Comprehensive documentation and release notes are published by Qlik. | |
|
In-app Tutorials Step-by-step tutorials available within the platform. |
In-app tutorials and guided learning paths are included. | |
|
24/7 Support Round-the-clock technical support for global teams. |
24/7 support is available for enterprise customers. | |
|
Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
Active user community for Qlik is well-established for resource sharing. | |
|
Professional Training Formal training sessions, webinars, or certifications for users and admins. |
Professional training available through Qlik Education. | |
|
Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
Knowledge base and FAQs are maintained online by Qlik. | |
|
Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
Custom support packages are available to enterprise clients. | |
|
Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
Qlik regularly releases new features and maintenance updates. | |
|
Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
Bug reporting and feedback channels are provided in the Qlik Community and support portal. | |
|
Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
Multi-channel support (chat, email, phone, ticketing) is standard for Qlik support. | |
|
Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
SLAs are defined and available for enterprise support tiers. |
Market Research and Analytics Platforms for Product Development
Tools that collect and analyze consumer data, market trends, and competitive intelligence to inform product development decisions.
More Market Research and Analytics Platforms
More Product Development ...
Data Collection Capabilities
(8 Yes /8 Known /11 Possible features)
|
Multi-source Data Integration Ability to collect data from multiple sources such as surveys, social media, CRM, and third-party databases. |
Product enables data integration from various sources including banking systems and external feeds. | |
|
Real-time Data Acquisition System can ingest and update data in real time. |
Notes mention real-time data integration for analytics and monitoring. | |
|
Historical Data Import Supports import and analysis of historical datasets. |
Supports analysis of historical risk data for market and credit risk. | |
|
API Accessibility Platform provides APIs for custom data feed integrations. |
API integration is standard with Qlik platforms for custom feeds. | |
|
Web Scraping Tools Ability to scrape publicly available data from competitor websites and news sources. |
. | No information available |
|
Automated Data Cleansing Processes to detect and resolve inconsistencies or errors in incoming data. |
Product offers automated data cleansing features as part of its data management capabilities. | |
|
Data Enrichment Capability to augment data with contextual or demographic attributes. |
Data enrichment capabilities available using third-party and contextual data. | |
|
Batch Data Upload Allows uploading multiple files or large data sets at once. |
Batch uploads are supported for large data ingestion, standard in Qlik. | |
|
Consent Management System tracks and manages user data collection consents. |
No information available | |
|
Data Storage Capacity Volume of data that can be reliably stored. |
No information available | |
|
Custom Tagging and Categorization Capability to tag and categorize data for easier retrieval and filtering. |
Users can tag/categorize data via visual analytics interface. |
Consumer Insights and Analytics
(7 Yes /7 Known /11 Possible features)
|
Segmentation Analysis Ability to segment consumers by demographics, behavior, or needs. |
Supports demographic/behavioral analysis for banking customer segmentation. | |
|
Predictive Analytics Uses historical and current data to forecast future consumer trends and needs. |
AI features support forecasting and predictive analytics for risk. | |
|
Sentiment Analysis Identifies and analyzes consumer sentiments in collected text data. |
Qlik Sense supports text analysis including sentiment (with extensions/add-ons). | |
|
Churn Prediction Analyzes the likelihood of customer attrition and identifies at-risk groups. |
No information available | |
|
Cross-sell/Upsell Opportunities Finds patterns that suggest cross-sell or upsell product opportunities. |
Frequently used in financial services for cross-sell/upsell opportunity analysis. | |
|
Custom Dashboards Personalized dashboards to present relevant insights and data visualizations. |
Custom dashboards are a core feature of Qlik. | |
|
Time Series Analysis Methods to study consumer data trends over time. |
Time series analytics for trends is standard in Qlik dashboards. | |
|
Natural Language Processing (NLP) Uses NLP to analyze unstructured consumer feedback (e.g., from surveys, social media, calls). |
NLP for unstructured text available via Qlik extensions. | |
|
Survey Creation Tools Ability to build and distribute consumer questionnaires and analyze results. |
No information available | |
|
Insight Generation Speed Time required to process and display consumer insights after data ingestion. |
. | No information available |
|
A/B Testing Support Enables running and analyzing experiments of product features or messaging. |
No information available |
Market Trend Analysis
(8 Yes /8 Known /10 Possible features)
|
Industry Benchmarking Ability to compare internal data vs. market or peer benchmarks. |
Can benchmark bank performance vs. industry metrics with appropriate data sources. | |
|
Trend Visualization Tools Visual representation of market, consumer, or competitor trend data. |
Market and competitor trends can be visualized via interactive tools. | |
|
Custom Alerts for Trend Changes System generates custom alerts when significant market changes are detected. |
Custom alerts are supported by rule-based triggers. | |
|
Integration with External Market Reports Direct access to third-party market research databases/reports. |
No information available | |
|
Economic Indicator Monitoring Tracks and integrates leading economic indicators relevant to insurance. |
Economic indicators can be tracked through integration with third-party sources. | |
|
Geographical Market Analysis Analyzes market trends and penetration by geography. |
Supports geographical analysis for banking and risk. | |
|
Trend Forecasting Uses statistical or machine learning models to predict emerging trends. |
Statistical/AI models are available for trend forecasting. | |
|
Seasonality Analysis Identifies and accounts for recurring seasonal patterns in markets. |
Seasonality analytics is possible using Qlik's time series features. | |
|
Macro & Micro Trend Breakdown Granular and high-level trend analysis features. |
. | No information available |
|
External News Aggregation Pulls and organizes relevant industry news and updates. |
Qlik can aggregate external news and updates if configured. |
Competitive Intelligence
(2 Yes /2 Known /10 Possible features)
|
Competitor Product Monitoring Tracks new product launches and changes in competitor offerings. |
No information available | |
|
Pricing Intelligence Collects and analyzes competitor pricing information in real time. |
No information available | |
|
Share of Voice Tracking Measures presence and prominence in digital media vs. competitors. |
No information available | |
|
Competitor Feature Comparison Allows side-by-side comparison of competitor product features. |
No information available | |
|
Patent and IP Monitoring Tracks new patents, IP filings, or technological advances from competitors. |
No information available | |
|
Competitive Benchmarking Reports Provides automated reports summarizing competitive position. |
No information available | |
|
Automated Alerting Notifies users about significant competitor activity or product announcements. |
Custom alerts and notifications available for competitor or risk changes. | |
|
Competitor SWOT Analysis Tools Assists with systematic tracking of competitor strengths, weaknesses, opportunities, threats. |
. | No information available |
|
Regulatory Activity Tracking Monitors compliance or legal filings by competitors. |
Regulatory compliance tracking supported through custom reports. | |
|
Speed of Competitor Update Detection Timeliness of identifying and reporting on competitor changes. |
No information available |
Reporting and Visualization
(9 Yes /9 Known /10 Possible features)
|
Custom Report Builder Flexible tools to create tailored, multi-source reports. |
Qlik supports custom reporting; users can build and configure reports with multi-source data. | |
|
Export Formats Ability to export reports and data to multiple formats (PDF, Excel, PowerPoint, etc.). |
Various export formats offered, including Excel, PDF, CSV, and more. | |
|
Data Visualization Library Comprehensive library of charts, graphs, and diagrams. |
Wide range of visualization types available in Qlik's chart and graph library. | |
|
Interactive Dashboards Support for interactive, filterable dashboards for data exploration. |
Interactive filterable dashboards are a primary Qlik feature. | |
|
Scheduled Reporting Ability to automate report generation and delivery at set intervals. |
Scheduled or recurring reporting can be automated in Qlik. | |
|
Whitelabel Branding Design tools to apply company branding to reports and dashboards. |
Qlik Sense offers white-label options for dashboards and reports. | |
|
Collaboration & Commenting Tools Allows team members to provide feedback directly on reports/visualizations. |
Collaboration and commenting tools available through embedded objects or extensions. | |
|
Mobile Accessibility Reports and dashboards are accessible via smartphones/tablets. |
Mobile access is supported for both dashboards and reports. | |
|
Report Generation Speed Time required to compile and render reports. |
. | No information available |
|
Access Controls for Reporting Role-based permissions for viewing, editing, or sharing reports. |
Role-based access controls for sharing, editing, and viewing visualizations and reports. |
Collaboration and Workflow
(4 Yes /4 Known /10 Possible features)
|
Project Management Tools Integrated tools for project planning, assignment, and tracking. |
No information available | |
|
Shared Workspaces Common spaces for teams to organize and share research outputs. |
Shared workspaces are available for collaborative analytics. | |
|
Task Assignment and Tracking Users can assign, prioritize, and monitor market research tasks. |
No information available | |
|
Version Control Tracks changes to documents and allows rollbacks to previous versions. |
Version history and rollback features are available in Qlik Sense Enterprise. | |
|
Integration with Productivity Suites Direct integration with tools like Slack, Teams, or Google Workspace. |
Integration with tools like Microsoft Teams and Slack is supported. | |
|
Workflow Automation Automatic trigger of routine processes or notifications based on activity/status. |
No information available | |
|
User Annotations Permits annotation or note-taking on shared resources/data. |
No information available | |
|
Approval Workflows Formalizes review and approval of research findings before distribution. |
No information available | |
|
File Sharing Limits Maximum file size or volume for direct in-platform sharing. |
No information available | |
|
Real-Time Notifications Delivers updates and alerts to team members instantly. |
Real-time alerts/notifications are available through automation and integration. |
Security and Compliance
(9 Yes /9 Known /10 Possible features)
|
Data Encryption At Rest & In Transit Data is encrypted both when stored and while being transmitted. |
Qlik's platform supports industry-standard encryption at rest and in transit. | |
|
GDPR/CCPA Compliance Platform supports features to aid compliance with global data privacy regulations. |
Qlik provides compliance features and supports GDPR, CCPA requirements. | |
|
Role-Based Access Controls Customizable user permissions for data and tool access. |
Role-based access controls allow for detailed permissioning. | |
|
Audit Logging Tracks user actions and data access for forensic or compliance review. |
Audit logs tracking all access and modifications are available. | |
|
Data Anonymization/Pseudonymization Tools to mask or pseudonymize personal information in data sets. |
Data masking/anonymization tools available for data governance and compliance. | |
|
Single Sign-On (SSO) Support Allows users to authenticate via corporate SSO providers. |
Single sign-on and federated identity management supported. | |
|
Multi-factor Authentication (MFA) Requires additional authentication factors for login. |
Multi-factor authentication is supported with identity providers. | |
|
Data Retention Policies Support setting and automatic enforcement of data retention schedules. |
Data retention configuration and policy management are available. | |
|
Security Certification (e.g., ISO 27001, SOC 2) Whether the product provider holds recognized security certifications. |
Qlik has SOC 2 certification and can support ISO 27001-certified deployments. | |
|
Data Backup Frequency How often platform data is backed up. |
No information available |
Integration and Extensibility
(9 Yes /9 Known /10 Possible features)
|
Third-party Data Source Integration Easily connect and pull from additional data providers. |
Integration with third-party data sources is a common Qlik capability. | |
|
Open API Documentation Publicly available, comprehensive API documentation. |
Comprehensive API documentation is openly available for developers. | |
|
Integration with CRM/ERP Pre-built connectors to leading CRM and ERP systems. |
Qlik offers prebuilt connectors for Salesforce, SAP, and other CRM/ERP tools. | |
|
Plug-in/Module Support Allows addition or customization of features via plug-ins/modules. |
Plug-ins and extensions are supported in Qlik's marketplace. | |
|
Webhook Support Custom real-time event or data push via webhooks. |
Webhook support for automated data/event push is available. | |
|
Data Import/Export Automation Automated routines for periodic data exchange with other systems. |
Automation for data import/export in scheduled routines is included. | |
|
Custom API Endpoints Ability to define APIs specific to organization needs. |
Custom API endpoints can be configured as needed. | |
|
Integration Setup Time Average duration required to connect to third-party systems. |
No information available | |
|
Support for Multiple Data Formats Can handle various data formats (CSV, XML, JSON, XLSX, etc.) |
Supports many common data formats: CSV, Excel, JSON, XML, etc. | |
|
Pre-built Connector Library Comes with pre-built connectors to popular market data providers. |
Libraries of prebuilt connectors for financial and market data available. |
Artificial Intelligence and Automation
(6 Yes /6 Known /10 Possible features)
|
Automated Data Classification System can automatically categorize new market data as it is ingested. |
AI can auto-classify data as it enters; Qlik provides this via automation features. | |
|
Machine Learning Modeling Supports building and running ML models within the platform. |
Machine learning and advanced analytics available through Qlik's analytics engine. | |
|
Insight Recommendations Uses AI to suggest actionable next steps or strategies. |
No information available | |
|
Automated Data Cleansing Detects and fixes data quality issues using AI. |
Qlik offers automated data cleansing using AI-powered routines. | |
|
Natural Language Query Users can ask the system questions using plain language. |
Natural language querying is available in Qlik Sense Insight Advisor. | |
|
Voice-driven Analytics Enables users to perform searches and queries by voice input. |
No information available | |
|
Auto-tagging of Data System uses AI to automatically tag data with relevant topics or subjects. |
Auto-tagging using AI is part of Qlik's modern data catalog features. | |
|
Pattern Recognition Identifies non-obvious patterns in market or consumer data for deeper insights. |
Qlik's associative engine identifies hidden patterns in data. | |
|
Robotic Process Automation (RPA) Automates repetitive and rules-based research or data-processing tasks. |
No information available | |
|
AI Training Data Volume The amount of data used to train embedded AI models. |
No information available |
Customization and Scalability
(9 Yes /9 Known /10 Possible features)
|
Custom Field and Taxonomy Support Administrators can define custom data fields or classification schemes. |
Custom fields and user-defined tags are available via admin tools. | |
|
Configurable Workflows Business processes and research workflows are fully configurable. |
Dashboards and workflows are configurable to user/business logic. | |
|
Multi-tenant Support Allows separation of data and features for different lines of business or regions. |
Multi-tenant deployment/support is available in Qlik Cloud and Enterprise. | |
|
User Interface Customization Administrators and users can modify layout, colors, and dashboard widgets. |
Highly customizable interface with flexible layouts. | |
|
Automated Scaling System scales computational resources automatically based on usage. |
Cloud infrastructure and Qlik's architecture support automated scaling. | |
|
Concurrent User Capacity The maximum number of users who can operate in the system at once. |
No information available | |
|
Custom Branding Capability to apply company logo/branding to all elements. |
Branding/customization of reports/dashboards is available. | |
|
Custom Notification Rules Define specific rules for system notifications and alerts. |
Notification rules can be defined using Qlik's automation tools. | |
|
Variable Retention and Storage Tiers Ability to shift data to lower-cost storage for long-term retention. |
Supports management of data retention/storage tiering in enterprise environments. | |
|
Sandbox/Test Environments Availability of a safe test area for configuration/experimentation. |
Sandbox/test workspaces are available for test/prototyping. |
User Experience and Support
(7 Yes /7 Known /10 Possible features)
|
Intuitive User Interface Designed for ease of use and reduces learning curve. |
Qlik UI is noted for its ease of use and intuitive design. | |
|
Context-sensitive Help In-app help that changes based on selected features or user actions. |
In-product context help is available depending on deployment. | |
|
Guided Onboarding Walkthroughs and tutorials for new users. |
Guided onboarding and product tours are part of Qlik Sense. | |
|
Multi-language Support Ability to use system in multiple languages. |
Multi-language support available; major world languages supported in the interface. | |
|
Accessibility Standards Compliance Platform adheres to accessibility standards for users with disabilities. |
Accessibility standards such as WCAG 2.1 are supported in Qlik Sense. | |
|
Automated Error Detection and Suggestions System flags user errors and provides actionable suggestions. |
No information available | |
|
24/7 Customer Support Support team available at any time. |
No information available | |
|
Knowledge Base & Documentation Comprehensive guides and FAQs for self-help. |
Qlik maintains robust documentation and self-help resources. | |
|
In-app Live Chat Chat support embedded in the platform. |
Live chat support is available to customers depending on subscription level. | |
|
User Training Time Estimated average time required for a new user to become proficient. |
. | No information available |
Insurance Data Warehouse Solutions for Business Intelligence and Analytics
Specialized data repositories that integrate information from multiple insurance systems, creating a unified view of policies, claims, customers, and financial data.
More Insurance Data Warehouse Solutions
More Business Intelligence and Analytics ...
Data Integration & Ingestion
(9 Yes /9 Known /13 Possible features)
|
Multi-Source Data Integration Ability to integrate data from diverse sources such as policy, claims, billing, CRM, and legacy systems. |
Qlik supports data integration from multiple sources including policy, claims, CRM, and legacy systems, which is essential for banking/insurance analytics use cases. | |
|
Real-Time Data Ingestion Ingestion of data in real or near real time from live systems and feeds. |
Product marketing emphasizes real-time data integration and analytics, confirming real or near real-time data ingestion. | |
|
Batch Data Processing Support for processing large sets of data in scheduled batches. |
. | No information available |
|
Data Pipeline Throughput Throughput of ingestion pipelines measured in data volume. |
No information available | |
|
Change Data Capture (CDC) Supports automatic detection and loading of changes from source systems. |
No information available | |
|
API Connectivity Ability to connect and ingest data via REST, SOAP, and other APIs. |
Qlik offers API integration features, including REST and other common APIs, as documented in their developer resources. | |
|
File Format Support Supports multiple file formats like CSV, JSON, XML, Parquet, etc. |
Qlik supports various file format imports, including CSV, Excel, JSON, and XML as listed in product specifications. | |
|
Streaming Data Support Can ingest and process streaming event data from IoT, telematics, or external feeds. |
References to event-driven analytics and streaming data sources in Qlik support materials. | |
|
Automated Schema Mapping Automates mapping between source data schemas and warehouse schema. |
No information available | |
|
Self-Service Data Loaders Business users can initiate data ingestions without IT involvement. |
Qlik's self-service data preparation and data loader features allow business users to upload and analyze data without IT intervention. | |
|
Error Logging & Recovery Tracks ingestion errors, provides alerts, and supports recovery/retry. |
Error tracking, monitoring, and retry capabilities present in Qlik’s data integration suite. | |
|
Manual Data Upload Ability to manually upload spreadsheets or files as supplemental data. |
Manual data upload is available in the Qlik interface for importing supplemental spreadsheets and files. | |
|
Custom ETL Pipeline Support Ability to customize Extract-Transform-Load workflows for unique requirements. |
Qlik allows custom ETL workflows via scripting and integration products. |
Data Quality & Governance
(8 Yes /8 Known /13 Possible features)
|
Data Profiling Tools Tools to analyze and profile data quality upon entry. |
Data profiling tools for quality assurance are available and referenced in product documentation. | |
|
Data Cleansing Automates removal or correction of data errors, duplicates, and inconsistencies. |
Qlik’s automated data cleansing is part of its data integration and transformation features. | |
|
Data Lineage Tracking Ability to trace origins and transformations of data throughout the warehouse. |
Data lineage visualization and tracking are present in Qlik’s governance tools. | |
|
Master Data Management (MDM) Centralizes and standardizes key data entities like customer and policy. |
No information available | |
|
Automated Data Validation Rules Supports setting up rules to enforce valid values and relationships. |
Automated data validation and rule creation are part of Qlik's data quality module. | |
|
Reference Data Management Maintains dictionaries and lookup tables in a centralized location. |
No information available | |
|
Data Stewardship Workflows Assigns data ownership and stewardship for oversight. |
No information available | |
|
Audit Trails Comprehensive logs of all changes to data and metadata. |
Audit logs and change histories are emphasized in Qlik’s compliance and security sections. | |
|
GDPR/Compliance Tools Built-in tools to address regulatory requirements (like GDPR, CCPA, HIPAA). |
GDPR and various compliance features are promoted for regulated industries like banking and insurance. | |
|
Data Retention Policies Ability to define and automate policies for data retention and purging. |
No information available | |
|
Anomaly Detection System identifies data outliers and unusual patterns during ingestion. |
No information available | |
|
Data Quality Dashboards Dashboards tracking key data quality metrics over time. |
Data quality and monitoring dashboards are core to Qlik's BI solution. | |
|
De-duplication Capabilities Automated identification and merging of duplicate business entities. |
Qlik offers sequencing and de-duplication as part of its data integration functions. |
Security & Access Control
(11 Yes /11 Known /12 Possible features)
|
Role-Based Access Control (RBAC) Permissions granted to users based on assigned roles and groups. |
Role-based access features described in Qlik’s enterprise security overviews. | |
|
Single Sign-On (SSO) Supports enterprise SSO mechanisms for user authentication. |
Enterprise Single Sign-On support provided for banking/financial clients. | |
|
Multi-Factor Authentication (MFA) Requires an additional factor of authentication for access. |
Multi-factor authentication available as part of security features. | |
|
Data Encryption at Rest All stored data is encrypted. |
Data at rest encryption options are part of Qlik’s security suite. | |
|
Data Encryption in Transit All data transferred into/out of the warehouse is encrypted. |
Data transfers in Qlik are encrypted as per industry-standard security protocols. | |
|
Granular Data Permissions Allows access controls at row, column, or object level. |
A granular permissioning model is available, including row and field-level security. | |
|
Audit Logging Comprehensive logs of user activity available for review. |
Comprehensive audit logs for user actions are emphasized for regulatory industries. | |
|
Data Masking Sensitive fields can be obfuscated to unauthorized users. |
Data masking is available in Qlik Sense and other Qlik products for sensitive fields. | |
|
User & Group Management Supports onboarding and offboarding of users, team management. |
User and group administration features available in Qlik’s management console. | |
|
Time-Limited Credentials Issue credentials that automatically expire. |
No information available | |
|
Compliance Certifications Product is certified for compliance (e.g. SOC 2, ISO 27001). |
Qlik supports compliance certifications (SOC2, ISO 27001) for enterprise deployments. | |
|
Security Incident Alerts Automatic alerts when security events are detected. |
Security alerting and monitoring is available for enterprise and cloud Qlik offerings. |
Data Modeling & Schema Management
(3 Yes /3 Known /11 Possible features)
|
Pre-Built Insurance Data Models Includes out-of-the-box models for policies, claims, reinsurance, finance, etc. |
No information available | |
|
Custom Data Modeling Allows creation and extension of custom data entity schemas. |
Qlik allows customization and extension of core models for different entities, including insurance data. | |
|
Versioned Schema Management Supports version control for evolving data models. |
No information available | |
|
Logical & Physical Data Modeling Differentiates between conceptual/logical business models and technical/physical structures. |
No information available | |
|
Metadata Catalog Central repository of data element definitions and relationships. |
Metadata cataloging and lineage tracking features are core to Qlik Data Catalyst and Qlik Sense. | |
|
Relationship Mapping Flexible modeling of relationships between data entities (e.g., parent-child claims, party relationships). |
No information available | |
|
Time-Variant Data Structure Handles slowly changing dimensions and retroactive data corrections. |
No information available | |
|
Entity Resolution/Linking System can identify and link records representing the same real-world entity across systems. |
Entity linking and entity resolution features are supported to deduplicate and connect client data. | |
|
Automated Indexing Supports optimized indexing strategies for faster queries. |
No information available | |
|
Model Documentation Tools Ability to auto-generate entity-relationship diagrams and documentation. |
No information available | |
|
Reusable Data Patterns Templates for common insurance data constructs (e.g., claims events). |
No information available |
Performance & Scalability
(0 Yes /0 Known /10 Possible features)
|
Query Response Time Average time to respond to business intelligence queries. |
. | No information available |
|
Concurrent User Support Maximum number of users supported at once. |
. | No information available |
|
Data Storage Capacity Total volume of data supported. |
. | No information available |
|
Elastic Scalability Automatically scales compute and storage resources as needed. |
. | No information available |
|
High Availability Supports redundancy and failover for continuous operation. |
. | No information available |
|
Automated Performance Tuning Continuously monitors and optimizes queries and data access. |
. | No information available |
|
Partitioning & Sharding Supports breaking large tables into smaller, more manageable segments. |
. | No information available |
|
Load Balancing Distributes traffic and compute load for optimal performance. |
. | No information available |
|
Parallel Processing Can run multiple data loads and queries simultaneously. |
. | No information available |
|
Performance Monitoring Dashboards Real-time dashboards of system performance and bottlenecks. |
. | No information available |
Analytics & Business Intelligence
(11 Yes /11 Known /11 Possible features)
|
Built-in Reporting Tools Integrated reporting engine allowing ad hoc and scheduled reports. |
Extensive built-in reporting and dashboard capabilities, core to the Qlik BI solution. | |
|
Data Visualization Supports visualization dashboards, charts and interactive analytics. |
Qlik is known for strong data visualization and interactive dashboard capabilities. | |
|
Self-Service BI Business users can design their own dashboards and queries. |
Self-service BI and dashboard creation are marketed as a key feature of Qlik. | |
|
Predictive Analytics Supports machine learning and predictive modeling use cases. |
Predictive analytics and integration with AI/ML frameworks are touted in Qlik solution descriptions. | |
|
Embedded Analytics Enables embedding analytics widgets into external apps or portals. |
Embedded analytics supported for integration with portals and external apps. | |
|
Advanced Query Capabilities Supports complex insurance queries using SQL, Python, R, etc. |
Advanced query support, including SQL-like querying and scripting languages, is available. | |
|
OLAP Cubes & Drilldown Online Analytical Processing cubes for drilldown analyses. |
OLAP-style drilldown and multidimensional analytics are core Qlik features. | |
|
Geospatial Analysis Supports location-based risk and exposure analytics. |
Location-based and geospatial analytics are supported in Qlik. | |
|
Pre-Built Insurance Dashboards Ready-made dashboards for claims, loss ratios, underwriting, etc. |
Pre-built insurance dashboards are available and referenced in Qlik’s insurance/financial services solutions. | |
|
Report Export Options Download reports in PDF, Excel, CSV, etc. |
Reports and dashboards can be exported to PDF, Excel, CSV, etc. | |
|
Alerting & Notifications System can trigger alerts/notifications based on thresholds or events. |
Configurable alerting/notification based on data/event thresholds is part of Qlik products. |
Integration & Interoperability
(2 Yes /2 Known /10 Possible features)
|
Open API Access APIs available for external systems to access warehouse data. |
Open API support for accessing Qlik data from external systems is well-documented. | |
|
Data Export Automation Automated scheduled export of data extracts to downstream systems. |
. | No information available |
|
Pre-Built Connectors Out-of-the-box connectors for major insurance admin systems. |
. | No information available |
|
BI Tool Integration Certified connectors for common BI tools (Power BI, Tableau, Qlik, etc.) |
Certified connectors for leading BI tools (including Power BI, Tableau, etc.) available. | |
|
Cloud Data Sharing Seamless sharing of datasets with cloud partners/vendors. |
. | No information available |
|
Data Marketplace Integration Connects to industry data marketplaces for enrichment. |
. | No information available |
|
Webhooks Support event-driven integration with external applications. |
. | No information available |
|
Custom Integration Toolkit Provides SDKs or code libraries for building integrations. |
. | No information available |
|
Third-Party Data Support Easily onboard and combine data from third-party providers. |
. | No information available |
|
Data Federation Capabilities Combine on-premise, cloud, and external data virtually. |
. | No information available |
Disaster Recovery & Backup
(0 Yes /0 Known /8 Possible features)
|
Automated Backups Scheduled full and incremental backups of all data and configurations. |
. | No information available |
|
Backup Retention Policy Ability to define retention windows for stored backups. |
. | No information available |
|
Offsite Backup Storage Backups are stored at a separate facility or cloud region. |
. | No information available |
|
Point-in-Time Recovery Restore warehouse to a specific point in time. |
. | No information available |
|
Failover/Hot Standby Supports hot standby systems for rapid failover. |
. | No information available |
|
Disaster Recovery Time Objective (RTO) Time required to restore full data warehouse operations. |
. | No information available |
|
Disaster Recovery Point Objective (RPO) Maximum data loss (in time) that can be tolerated. |
. | No information available |
|
Automated Recovery Testing Simulate disaster scenarios and test backup restoration automatically. |
. | No information available |
Compliance & Regulatory Reporting
(0 Yes /0 Known /8 Possible features)
|
Out-of-Box Regulatory Reports Pre-built reports for compliance with NAIC, Solvency II, IFRS 17, etc. |
. | No information available |
|
Audit-Ready Data Retention Ensures data retention meets audit requirements. |
. | No information available |
|
E-Signature & Digital Audit Trails Support for digital signatures and tamper-proof change logs. |
. | No information available |
|
Custom Compliance Reporting Ability to define and automate custom regulatory reports. |
. | No information available |
|
User Consent Management Collect and track consent for usage of personal data per regulations. |
. | No information available |
|
Data Residency Controls Define where data is physically stored to meet geographic regulations. |
. | No information available |
|
Automated Regulatory Filing System can electronically submit filings to regulators. |
. | No information available |
|
Regulatory Change Alerts Notifies users of legal or industry regulatory changes. |
. | No information available |
Usability & User Experience
(1 Yes /1 Known /10 Possible features)
|
Intuitive User Interface Modern, easy-to-navigate interface for all user types. |
. | No information available |
|
Role-Based Dashboards Tailored dashboards for underwriters, claims handlers, actuaries, etc. |
. | No information available |
|
Natural Language Querying Users can type questions or requests in plain English. |
. | No information available |
|
Mobile Access Optimized for tablet and smartphone access. |
. | No information available |
|
In-App Help & Tutorials Contextual help and step-by-step guidance built-in. |
. | No information available |
|
Searchable Data Catalog Easy search across all data objects and definitions. |
Qlik provides a searchable data catalog and global search functionality in the UI. | |
|
Customizable Themes Users can personalize look and feel. |
. | No information available |
|
Multi-Language Support User interface supports several languages. |
. | No information available |
|
Accessibility Compliant with accessibility standards (WCAG, ADA). |
. | No information available |
|
Favorites & Bookmarks Users can save often-used queries and reports. |
. | No information available |
Deployment & Maintenance
(1 Yes /1 Known /9 Possible features)
|
Cloud Deployment Available as a managed cloud service (SaaS/PaaS). |
Qlik SaaS offering is available as cloud deployment. | |
|
On-Premises Deployment Can be installed and operated on customer data centers. |
. | No information available |
|
Hybrid/Multi-Cloud Support Supports deployment across multiple cloud providers and on-premises. |
. | No information available |
|
Zero-Downtime Upgrades Software upgrades without user/business disruption. |
. | No information available |
|
Automated Updates System can apply patches and upgrades automatically. |
. | No information available |
|
SLA/Support Levels Guaranteed support response and resolution times. |
. | No information available |
|
Monitoring & Alerting Tools Integrated operational health monitoring and alerting. |
. | No information available |
|
API for DevOps Automation DevOps-friendly APIs for infrastructure-as-code management. |
. | No information available |
|
Usage Analytics Track user adoption, engagement, and feature usage metrics. |
. | No information available |
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