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Register for the Qlik Financial Services Demo Days.oft

Hi There,

We are introducing the Technical Thursday Demo Days kicking off the first session on June 8 at 2pm ET Time. The first session will be on SalesForce/CRM. Attached is the invite to the demo and links to register. This will be a great informative session. See below for more information:

Introducing Technical Thursdays Demo Days

Curious to know more about Qlik in Financial Services? Now you can, as Qlik Financial Services introduces Technical Thursdays; deep dive demo sessions of all product and solutions relating to Financial Services. See below for the latest announcements of webinars:

Qlik Financial Services Demo Day: How can Qlik add value to Salesforce and other CRM systems for Financial Services?

DATE: Thursday June 8, 2017
FEATURING: Pinar Celen, Financial Services Solutions Architect

Financial Services organizations heavily rely on their data from their CRM systems, to drive sales strategy and prioritization of customers to empower users to make better decisions. However CRM is not the only source of data for reporting. This session will primarily focus on SalesForce data and how to create actionable information empowered by Qlik.

Register for this demo webinar where you will learn how:

  • Qlik improves SalesForce’s value by visualizing all their customer interaction across any direction and any underlying data sources
  • How to leverage Sales Analytics with SalesForce for market segmentation, pipeline management, operational planning and more

Qlik Financial Services Demo Day:  Asset and Wealth Management
DATE: Thursday July 13, 2017
FEATURING: Pinar Celen, Financial Services Solutions Architect

Are you a wealth or asset management organization who faces challenges in finding the right customer segment that is profitable and to create the right prioritization strategy for financial advisors? With Qlik you can, using the application to combine advisor performance data to make the outcome for both advisor and client a better customer experience.

Register for this deep dive session, where you will learn:

  • How to determine which customers are most profitable
  • How to have a global or regional dashboard view of advisor or manager performance
  • See how the Qlik application can combine compliance and adviser performance data to improve outcomes to rebalance customer portfolios
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