Many banks are still highly reliant on the use of spreadsheets, which provide functionality not covered by strategic systems. Use Schematiq to rapidly migrate processes and data to the cloud, and tackle the ‘long tail’ of functionality stuck in Excel

Relevant Use Cases

Regulatory & Compliance

Pull together diverse data sources, apply business rules and share for automated on-demand reporting. Automatically identify and track limit breaks

Corporate Services

From invoicing to HR reporting, use Schematiq to make huge gains in processes often supported in highly manual spreadsheets.

Cashflow Forecasting

Use templates to consolidate cash projections into a common, centralised data model where workflow can be managed, and reports generated.

ESG Reporting

Use Schematiq to connect and view industry reference data, then join to portfolio information to create instant, dynamic views on ESG.


Easily automate the most complex of reconcilliation processes using Schematiq's powerful data manipulation functions. Report on trends to allow root-cause analysis.

Risk Modelling

Bring together trade data, refernece data and market data and model risk in a familiar envirnment, scale calculations and integrate directly into systems

Financial Reporting

With Schematiq, data can be imported and transformed automatically, and logic controlled to increase speed and accuracy of outputs. Push outputs directly to MI/BI dashboards

Complex Asset Valuations

Bring new exotic financial products or complex physical trades to market quickly. Model contracts in spreadsheets, then control, scale and integrate with Schematiq.


Analysing Customer behaviour, forecasting sales, managing costs, scheduling staff, resource tracking, any task typically managed in spreadsheets can be simplified, improved and aitomated


"Developing a data-driven, dynamic rules engine took under a day in Schematiq, that would have taken around two weeks to implement in C#."


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