MATRIX SOLUTIONS DELIVERS MARKET INSIGHTS ON £100BN OF INVESTMENTS ANNUALLY USING QLIKVIEW

”What we deliver to our customers has much more strategic value with QlikView.”

– Richard Terblanche, Solution Sales Director, Matrix Solutions

PARTNER OVERVIEW Matrix Solutions Developers of Financial-Clarity business intelligence solution for UK financial services sector Organization Over 80 employees globally

Headquarters London, England

Opportunity Build online Financial Intermediary Market Intelligence hub; combining transactional data from Fund Management Groups, Life & Pension companies and Platforms; with data from Matrix’s Financial Intermediary Database.

Challenge • Provide real-time market data

needed to plan future sales and distribution strategies for funds

• Deliver data to sales and marketing users in an intuitive, interactive, cohesive format

Solution After a six month development process, QlikView was embedded into Financial-Clarity and launched in 2009, delivering up-to-the-minute secure online dashboards and providing customers with valuable market insight for better decision making. Today, 50% of Financial-Clarity users access data daily.

Strategic Benefits for Matrix • Innovation drove Matrix into

market leadership position • Company revenue growth as a

result of deeper account penetration and wider customer access

Operational Benefits for End Users • Industry benchmarking • Immediacy of data • Increased visibility • Improved accessibility

Data Source Systems Database: Oracle, SQL

Financial-Clarity by Matrix Solutions is the UK's leading benchmarking and business intelligence tool for the financial services industry. It contains transaction data for over 90% of the Fund Management industry, Life & Pension and Platform sector. Financial-Clarity delivers up-to-the-minute secure online dashboards powered by QlikView, which provides financial services customers with valuable insight into the retail sales, marketing and distribution operations of their businesses, empowering them to adopt the most profitable operational strategies in their sector. Financial-Clarity features three components: • A secure data hub containing

aggregated market sales data from financial product providers and platform in the UK.

• MFID - UK’s most comprehensive Financial Intermediary Database with up-to-the-minute market intelligence at individual outlet and contact level.

• A web-based interface, which provides easy access to the aggregated market sales intelligence using QlikView dashboards.

The insight challenge For over 25 years, Matrix Solutions had been gathering data on the intermediary marketplace. In 2008, they identified the opportunity to create the UK’s leading Business Intelligence tool for the Financial Services sector combining transactional data from Fund Management Groups, Life & Pension companies and Platforms, with data from Matrix’s extensive Intermediary Database.

Matrix quickly identified the need for a delivery mechanism to distribute the data to the right people at the right time. Traditional database tools, which had historically served the IT community, were not designed for business decision makers. Competitors were delivering market data by CD-rom on a quarterly basis, which was out-of-date by the time it was received.

After a careful vendor selection process, Matrix chose to embed QlikView into Financial-Clarity based on its powerful, intuitive, cohesive dashboards; its single sign-on capabilities; and its zero-footprint deployment, which was a real value for its financial services clients. QlikView was able to quickly deliver a prototype into Matrix Solutions’ sales cycle and after a 6- month development process, Financial-Clarity embedded with QlikView - was launched in 2009 to the financial services market in the UK.

QlikView | Matrix Solutions

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Financial-Clarity’s valuable market data delivered by QlikView’s user-driven BI – a powerful partnership Today, Financial-Clarity collects data on 30,000 individuals from 12,000 offices, overlays every single sales transaction and delivers market insights on £100bn of investments annually to the financial services sector. This powerful solution processes 3.6 million transactional rows quarterly plus 3.25 million transactional rows monthly. The valuable market insight Financial-Clarity provides has transformed it into a board-level strategic planning tool for users, with QlikView dashboards providing management teams with the data they need to plan future sales and distribution strategies. Users are able to gather valuable insights on key customers and targets, account and sales team performance, profiling and lead generation opportunities, corporate performance, market and product analysis; and as a result, are able to make better decisions. This may involve running queries on which financial intermediaries are growing their market share but are, for some reason, reporting declining sales of that particular client user’s own products. For others, it could involve building profiles of their best customers and using predictive modeling to help them locate the prospects that most closely mirror their attributes. Sales and marketing teams relish the simplicity of accessing the latest market data in easy, automatically updated, well laid-out graphs, charts and tables. Flexible online analytics tools allow them to easily interrogate and collate the data about the whole of the distribution landscape within the UK’s savings and investment industry. Integration with geo-mapping and Salesforce.com – innovation driven by QlikView With QlikView, Financial-Clarity users can use geo-mapping to identify target customers in a region selling products, and instantly access their contact details. Using QlikView’s Workbench, visual force panels were developed and are displayed in Salesforce.com creating a powerful CRM and marketing integration. Financial-Clarity can deploy the aggregated market sales data with the market intelligence from the Intermediary Database and display it within Salesforce.com, alongside a customer’s existing data, providing a real-time single view of the market opportunity.

Market leadership and customer growth for Matrix Solutions and its customers – a winning solution Launching Financial-Clarity with QlikView was an industry game-changer for Matrix Solutions. Matrix’s innovation along with the value and power of Financial-Clarity catapulted Matrix to a market leadership position in the UK. The solution has allowed Matrix to reach a wider audience, adding business, operations, sales and marketing users to its customer base which has ultimately led to increased revenue and larger deal sizes. Matrix has been able to penetrate existing accounts more deeply, helping its clients with key strategic decisions, which has contributed to the “stickiness” of its customers. “Technology innovation has been a big driver for acquiring new customers and QlikView has played a key role in that,” says Richard Terblanche, Solution Sales Director for Matrix Solutions. Financial-Clarity has allowed its users to: benchmark themselves against the industry and implement best practices; access the latest market data; have increased visibility into the marketplace and improved access to data; all of which has empowered users to make better, more informed decisions about their businesses. QlikView’s impact on Matrix Solutions’ future plans QlikView has empowered Matrix Solutions to make better, more informed decisions about what the market is doing and that has impacted the strategic decisions they are making about how they address the market moving forward. As a result, Matrix Solutions has plans to embed QlikView into its other product offerings, including Financial-Clarity International, Mortgage-Clarity and NetFinder for the ICT sector. To learn more: www.matrixsolutions.co.uk

www.financial-clarity.com

www.mortgage-clarity.com