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Business intelligence for the Financial Services Industry

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White papers


FellowDSS Traceability Requirements for Analytics Applications - White Paper
This paper discusses traceability requirements for analytic applications, more specifically how the requirements are achieved in SQLiaison’s FellowDSSTM Foundation offering. Traceability in this context refers to a set of features of analytic applications that lets business end users, data administrators and application administrators get a better handle on key design and operational aspects of the analytic application.

FellowDSS The Actuarial Rate Development Process Using FellowDSS On-Level Analytics - White Paper
A paper that explores the major issues inherent to the rate development process in Insurance companies.

FellowDSS On-Level Analytics P&C Insurance Rating Process - White Paper
A paper about the P&C Insurance Rating Business Process using FellowDSS On-Level Analytics

Case Studies


FellowDSS Financial Analytics - Case Study
Case Study from a client faced with the classical problem of financial reporting from multiple, incompatible legacy financial systems.

FellowDSS Wealth Management Analytics - Case Study
Case study from a client with a growing Investments and Annuities business, faced with the classical problem of reporting and analytics with multiple legacy funds and investments administrative systems.

Presentations


SQLiaison - Demystifying Insurance Business Intelligence - Presentation
Presentation given by Philippe Torres and Gerry Lee at the 2010 P&C Insurance Technology Conference.

One-Pagers


SQLiaison - Clockwork High Level Architecture - One-pager
Clockwork Data Quality Steward High-Level Architecture Visual.

SQLiaison - Clockwork Repository, Validation Objects and Reports - One-pager
Clockwork Data Quality Steward Functionalities.

FellowDSS On-Level Analytics - One-pager
Description of the functionnalities of FellowDSS On-Level Analytics which support the rate development process for Insurance Companies.

SQLiaison - Clockwork Data Quality Steward - One-pager
The different functions of SQLiaison's Clockwork, Data Quality Steward.

SQLiaison - Our Services - One-pager
Description of SQLiaison services.

SQLiaison - Data Quality - One-pager
One-pager describing the different Data Quality services of SQLiaison.

SQLiaison - Our Financial Services Expertise - One-pager
Description of SQLiaison's services for Financial Services companies.

SQLiaison - Our Insurance Expertise - One-pager
Description of SQLiaison's services for Insurance companies.

SQLiaison - Professional Resources - One-pager
One-pager describing the different professional resources available at SQLiaison.

SQLiaison - Planning and Analysis Services - One-pager
Description of SQLiaison's Planning and Analysis Services.

SQLiaison - Our Pharmaceutical Expertise - One-pager
Description of SQLiaison's services for pharmaceutical companies.

FellowDSS Foundation Product Architecture - One-pager
Visual of the infrastructure components (containers) and application components of FellowDSS.

FellowDSS - OLA Rate Process - One-pager
Description of the architecture, features and benefits of FellowDSS On-Level Analytics that supports the rate development process for Insurers.

Videos

No videos available

Other documents


FellowDSS Foundation - Product Brief
This product brief describes the major functional and architectural aspects of FellowDSS and is intended for end-users interested in understanding the subject areas, the various business indicators and the business value of this product and for Information technologists who need to understand the product architecture and how it can fit in the insurance company's overall information management infrastructure. The document uses examples from P&C and Life/Investments industries interchangeably.

SQLiaison - Delivering Value out of PC Business Intelligence programs - Article
Article by Philippe Torres published on Insurance-Canada that addresses the key steps to a successful Business Intelligence program for Property & Casualty Insurers.