Qlik > 实例探究 > QlikView Customer Snapshot – SEB

QlikView Customer Snapshot – SEB

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公司规模
Large Corporate
地区
  • Europe
国家
  • Sweden
  • Germany
产品
  • QlikView
技术栈
  • IBM DB2
实施规模
  • Departmental Deployment
影响指标
  • Revenue Growth
  • Productivity Improvements
技术
  • 分析与建模 - 大数据分析
适用行业
  • 金融与保险
适用功能
  • 销售与市场营销
  • 商业运营
用例
  • 补货预测
服务
  • 数据科学服务
关于客户
SEB Group is a North European financial group that spans four divisions of merchant banking, retail banking, wealth management, and life insurance. The company serves 400,000 corporate customers and institutions, and 5 million private customers. SEB Group is headquartered in Stockholm, Sweden. With approximately 300 billion in assets, SEB achieved around $6 billion in revenue with 20,000 employees. The company operates in the Securities & Investments and Insurance industry.
挑战
SEB Group, a North European financial group, was facing challenges in gaining a better understanding of its insurance customers and portfolio. The company wanted to improve cross-selling of products and increase customer share of wallet. Additionally, SEB was looking to improve IT project management within its merchant banking division. The company spans four divisions of merchant banking, retail banking, wealth management, and life insurance for 400,000 corporate customers and institutions, and 5 million private customers. With ~300 billion in assets, SEB achieved ~$6 billion in revenue with 20,000 employees.
解决方案
SEB Group deployed QlikView to approximately 150 users within the Life and Merchant Banking Divisions across 2 functions in Sweden, Germany, and Baltic countries. In the Life Insurance and Pension Funds Division, QlikView was used for Sales Analysis and Marketing Analysis. The Sales Analysis involved analyzing sales activity by salesperson, sales team, and region across customers, products, and profitability over time. The Marketing Analysis involved assessing customer data to analyze customer portfolio across lines of business to identify cross-selling opportunities and create target lists for cross-selling campaigns. In Merchant Banking, QlikView was used for IT Analysis to monitor IT project status by department from Module 1 data. The implementation was rapid, taking less than 3 weeks for sales and marketing applications within the Life Insurance division. QlikView Server was leveraged to aggregate large data volumes from its IBM DB2 data warehouse for the pension funds and insurance group.
运营影响
  • Increased revenue from expansion of customer portfolios
  • Improved insight from customer sales data allowing for the identification of cross-selling opportunities
  • Improved IT project management
数量效益
  • Rapid implementation in less than 3 weeks for sales and marketing applications within Life Insurance division

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