top of page

High-tech power for your data

Keep track and optimize processes with AI and self-service analytics

Controlling solutions for modern financial services

Simply always the right numbers

According to this motto, we offer financial service providers state-of-the-art business intelligence solutions, professionally and technologically from a single source. We provide support in strategy, planning and implementation and equip start-ups and established companies with the analytical power of large corporations.

q2.png
q1.png
SmartControllingdark.jpg

Einzigartig und holistisch
Drei Schritte zum exzellenten Controlling und Performance Management

Merge all data

Data Integration

CEPx Financial Services (2).png

Imagine a data model that includes your entire business and is always up-to-date. With our Finance integration, you focus on analyzing, not collecting data. ERP, CRM, POS, FIBU, IoT or even Excel, we bring all your data together and link it professionally into an integrated data catalog. Your quality-assured, analysis-ready and always up-to-date "single source of truth".

Combine all your data sources and automate data provisioning.

Keep an overview at all times

Data Analytics

Whether in the office or on the go. Keep an eye on your metrics with dashboards. Identify dependencies, drivers, and trends in real time. Automate your financial statements and analyze with intuitive, drag-and-drop self-service reporting. End the hassle of waiting for Excel sheets and the hassle of collecting data exports. Make yourself independent and communicate your data professionally and information-proof at any time.

Speed up your reporting processes and reduce sources of error.

Trigger active measures

Data Automation

Take the next step in digital transformation and use intelligent analytics workflows that trigger processes in other systems based on rules or from dashboards. This is made possible by state-of-the-art API integration. For example, identify sales opportunities, send them directly to your CRM, and automatically communicate this to the sales team via Slack or Teams.

Leverage "no-code" services that provide workflows between applications and the Analytics Cloud.

Unsere Kunden profitieren von jahrzehntelanger Branchenerfahrung in Kombination mit der modernsten Analytics Technologie, zusammengeführt in einer einzigartigen Plattform.

Andreas Schödlbauer, Gründer und Geschäftsführer

Financial Services

Controlling

‘Thanks to the fully automated data provision, we save up to 90% of our time in quarterly reporting and also have better data quality. We can focus on analysing and explaining the figures and don't have to recreate them every time.’

Finance

‘Thanks to the ready-to-analyse real-time data, we can see in advance how our closing figures are developing and can clarify anomalies well in advance and not just at the closing, when time is of the essence anyway.’

CFO

‘Thanks to the standardised and business oriented data model, we can easily create analyses ourselves and thus answer ad-hoc questions at any time and with assured quality. For example, we don't have to put off our refibanks, auditors or stakeholders if they need information.’

We are the interface between your data and the real financial services world

Our customers are financial service providers of all sizes who want to get the full value from their data. You benefit from our many years of industry experience combined with state-of-the-art BI technology.

Plug & Play

Einfache Datenintegration durch mehr als 150 Konnektoren zu ERP-Systemen, Datenbanken oder Cloud-Anwendungen.

Benutzerfreundlich

Intuitives Selfservice Dashboarding via Drag & Drop. Vielzahl von Apps, Vorlagen und Templates für FLF-Standards.

Schneller ROI

Schnelle Umsetzung von Projekten mit großen Einsparpotenzialen ohne Beeinträchtigung des Tagesgeschäfts.

Warum

jedes Unternehmen von unserer Controlling Excellence Platform profitiert:

Bis zu 90%

Aufwandsreduktion in Controllingprozessen

2 Wochen

Für Ergebnisse

Pakete und Preise

Basis

  • 3 Benutzer

  • Anbindung Quellsysteme

  • Automatische Datenpipeline

  • Fachliches Datenmodell (Digital Twin)

  • Monatliche Historisierung

  • Uneingeschränkt aktiv auswerten

  • Uneingeschränkt Berichte erstellen

1.600 €/mo

Standard

  • 5 Benutzer

  • Anbindung Quellsysteme

  • Automatische Datenpipeline

  • Fachliches Datenmodell (Digital Twin)

  • Monatliche Historisierung

  • KPIs Leasing und Finanzierung

  • Limits, Entwicklung und Treiber

  • Top-Ten Auswertungen

  • Portfolioanalysen/Monitoring

  • ​Neugeschäft/Bestand/Barwerte

  • Uneingeschränkt aktiv auswerten

  • Uneingeschränkt Berichte erstellen

2.400 €/mo

Enterprise

  • Unbeschränkte Benutzer

  • Anbindung Quellsysteme

  • Automatische Datenpipeline

  • Fachliches Datenmodell (Digital Twin)

  • Monatliche Historisierung

  • Planung, Forecast und Simulation

  • Gesamtkalkulation Margen/DBs

  • Substanzwert/Risikotragfähigkeit

  • KI/MA-Risk Integration (Whyond)

  • API Workflow Integration

  • Individuelles Controllingsystem

  • Uneingeschränkt aktiv auswerten

  • Uneingeschränkt Berichte erstellen

Angebot anfordern

Zuzüglich einmalige Bereitstellungsgebühr für Cloud Tenant oder on-Premise Installation.

Learn how you can reduce the effort for reporting processes and ad-hoc evaluations by up to 90% and increase data quality at the same time.

Professional concentration

We know that successful BI solutions can only be achieved on the basis of in-depth specialist knowledge, which is why we focus on the industry we dominate: Financial Services.

​

Technology-leading software

We see ourselves as a value added reseller of products from established and well-known software manufacturers. We chose Qlik as our analytics platform because we see it as optimal for our customers' needs.

​

Specific customer focus

Our customer focus is on car banks, banks, asset, factoring, financing and leasing companies in the Germany-Austria-Switzerland (DACH) geographical area.

Partnership

For our customers, we are a professional partner at eye level and a fully certified IT provider of market-leading analytics technology. The satisfaction of our customers is our top priority for a sustainable partnership.

 

Perfect fit instead of off the shelf

We implement tailor-made solutions. Many years of industry expertise and the flexibility of our products allow us to quickly and specifically implement the specific needs of our customers.

 

All from a single source

We offer our customers a complete solution from a single source, supported by experts over the entire life cycle from the project to support.

Why more and more financial service providers are working successfully with us

Warum
Tagungsraum Business

We speak your language and know the requirements of the industry. This reduces project runtimes to a minimum and relieves your specialist departments.

Kontakt

contact now

In an initial meeting without obligation, we will introduce you to the Qlik platform and show you how to use it optimally. Afterwards, we are at your disposal for licensing advice as well as questions regarding hosting and project planning.

Ihr Anliegen

Thanks for submitting!

bottom of page