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Integraal for Financial Services

Integraal for financial services is a range of advanced digital solutions especially designed to help finance professionals. The analytical solutions offer an accurate and legible overview on all data from all sources, so the best decisions can now be made for the future.
References
testimonials

What they say about us

We have been working with the Integraal Solutions team for many years, and we particularly appreciate their responsiveness and availability.
The SMART for Real Estate decision-making platform, which deployed early 2021, gives us a better analytical vision of our business.
With the help of the Integraal Solutions team, who are always ready to listen to our needs, we can create and consult dashboards quickly and easily. This data makes our day-to-day work much easier and also allows us to provide a better service to our clients and improve our internal controls and monitoring.
Stefanie Sidler Managing Director, Bory & Cie Agence Immobilière SA
We have been working with Integraal Solutions since the beginning of 2020 and I would recommend them to anyone who wants a solid and reliable foundation for creating effective dashboards. They listened to my needs, advised me, created a suitable database and then trained me so that I could use the system independently. To date, I have been able to develop about ten Dashboards and in case of specific questions, they have been very reactive to help me! These dashboards have clearly helped me to improve my monitoring, my internal control and the service we provide to our clients.
Jérôme Chincarini co-CEO, Synergix SA, new generation fiduciary
100 %

business users need quality data in their decision-making processes

Data quality is essential

Data is the result of our operational processes: it highlights our strengths and weaknesses. 
We shouldn’t expect data to be perfect – it probably never will be – but we should pay particular attention to key data that has a major impact on the organization. A data culture cannot be improvised; it has to be built up over time, and requires a strong impetus from the management teams.

3.5 Semaines

Financial institutions considerably reduce the time needed to set up a BI platform by using our solutions.

Don’t reinvent the wheel and build on the best of technology

We are constantly developing our solutions. The 2021 edition, the 5th major version, is based on the best technological components on the market, enabling rapid deployment of pragmatic solutions.

94 %

operational teams say they are capable of producing the right results on time

A global vision and a common frame of reference

Accessibility to data is a real issue. Users are constantly being asked to produce new reports and to contribute their expertise. They need to be able to produce analyses based on reliable, secure and compliant data. A global, shared repository considerably reduces this risk: each consumer plays an active role in improving the quality of his or her data, and therefore of the community as a whole.

67 %

people who use storytelling say they are able to back up their statements with factual data

Technology at the user’s service

The storytelling functions allow you to support your message with tangible visuals and factual data. Audience buy-in is built on trust and agreed data. 
The use of dynamic applications, coupled with powerful storytelling functions, means that any questions can be answered instantly.

Helping you make better decisions

Financial Services Digital Solutions

Finance Time-Sheets Employees

Finance

A detailed analysis of accounting movements for each company and for your own SME. An integrated model allows you to define your own analytical chart of accounts.

  • Accounting movements (customers, suppliers, internal, bank)
  • Analytical movements (budgets)
  • Position of bank accounts
  • Customers
  • Supplier
  • Bank accounts
  • Big book
  • Standard charts of accounts

Time-Sheets

Good visibility of the activity of operational teams helps to support the transformation of your establishment. Data is factual and accessible to the right people at the right time

  • Activity reports | Harvest Software
  • Mandates
  • Customers
  • Budget per mandates

Employees

Good visibility of your operational teams helps to support the transformation of your business. Data is factual and accessible to the right people at the right time

  • Secure data
  • A global vision of the teams
  • Integration of charges and costs
  • Analytical accounting
  • Activity report management

Finance

A detailed analysis of accounting movements for each company and for your own SME. An integrated model allows you to define your own analytical chart of accounts.

  • Accounting movements (customers, suppliers, internal, bank)
  • Analytical movements (budgets)
  • Position of bank accounts
  • Customers
  • Supplier
  • Bank accounts
  • Big book
  • Standard charts of accounts

Time-Sheets

Good visibility of the activity of operational teams helps to support the transformation of your establishment. Data is factual and accessible to the right people at the right time

  • Activity reports | Harvest Software
  • Mandates
  • Customers
  • Budget per mandates

Employees

Good visibility of your operational teams helps to support the transformation of your business. Data is factual and accessible to the right people at the right time

  • Secure data
  • A global vision of the teams
  • Integration of charges and costs
  • Analytical accounting
  • Activity report management

Financial Services Analytics

Ready-to-use applications in self-service mode, reference analytical models and ad-hoc dashboard design tools to facilitate and accelerate adoption.

Ready-to-use template applications

Starting from scratch isn’t easy, but existing applications can help you get to grips with the data and quickly move into an operational context that makes sense. Embedded technology allows you to customise applications and adapt the user experience to your many needs. You’re in complete control and can quickly create your own applications, in complete autonomy.

  • Model applications available
  • Global MIS, Finance, Risk, Compliance, Credit, Pricing Management, etc.
  • Business users can create and modify their own applications
  • Access to the company’s standardised data dictionary: the Data-Catalogue
  • Autonomy for business teams to publish applications (integrated validation process)
  • Independence of business teams
  • Secure access to data (encryption and access rights management)
  • Storytelling, PDF reporting, alerts, manual data exports in XLS format, etc.
  • Based on Qlik embedded technology

Financial Services Engine

Since 2012, the Integraal Financial Services Engine has established itself as the benchmark data hub designed specifically to meet the complex and specific needs of the banking sector. Based on Qlik-Talend technology, it offers complete industrialisation of data management processes, guaranteeing unrivalled efficiency and accuracy.

A Modular, High-Performance Architecture

Integraal Financial Services Engine is distinguished by its multi-layered architecture:

  • Import zone: for initial data integration.
  • Historical zone: for storing and accessing historical data.
  • Data-hub: for making ready-to-use data available.

Thanks to its generic data model, it ensures a coherent and consistent structure, regardless of the different data sources. What’s more, the engine is compatible with the DBMS of your choice, and can be deployed on-premise, in the cloud, or in hybrid mode, offering total flexibility.

  • A generic data model designed for the bank
  • Clients, Portfolios, Positions, Transactions and Accounting and Analytical Movements
  • Existing connectors to the main banking platforms on the market: Avaloq, OLYMPIC Banking
  • System, Azqore S2i, Allocare AMS, etc.
  • AVALOQ Insight – Data Foundation certified
  • Ad-hoc connectors available: flat files, Excel, API, etc.
  • Based on the customer’s recommended DBMS (Oracle, DB2, SQL Server, PostgreSQL, Snowflake, etc.)
  • On-Premise, Hybrid and/or Private Cloud
  • Qlik Talend embedded ETL

Unrivalled Data Quality

At the heart of Integraal Financial Services Engine is the Data Quality Engine, a powerful tool that applies over 700 technical and functional rules to ensure data consistency and relevance. Users can also define their own specific rules, ensuring that checks are carried out at the right time, with results stored in the HUB for effective management via dashboards, alerts and dynamic reports.

  • Outsourcing of technical and functional quality checks
  • More than 700 existing and customisable rules
  • An integrated system for managing and reporting alerts
  • The results of anomalies/alerts are archived
  • Traceability and periodic monitoring of anomalies

Advanced Business Functionalities

The engine also integrates proven business processes to enrich your data with complementary calculations.

  • Integrated additional analytical calculations
  • Transaction-based Net New Money calculation engine
  • Income allocation engine (cost accounting)
  • Cost allocation engine (cost distribution down to portfolio level)
  • Spread calculation
  • Calculation of specific retrocessions (Business Introducers, Funds, etc.)
  • Cost of Fund calculation

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Our experts are available to help you discover our digital solutions

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