Case Study: Formuesforvaltning achieves rapid, six-week data-warehouse automation and self-service investor insights with TimeXtender Discovery Hub

Spending time on what matters with Norway’s Formuesforvaltning and Denmark’s TimeXtender

Formuesforvaltning, Norway’s largest privately owned wealth manager, wanted to become more data-driven without disrupting its client-first service. The firm needed to combine existing and new data sources into a single, secure BI platform, reduce churn by offering a modern investor experience, and future-proof analytics across the organization.

They implemented TimeXtender’s Discovery Hub® together with Qlik Sense (via Visma bWise), reusing existing SSIS packages to rebuild a modern data warehouse and launch dashboards in just six weeks. The automated solution delivered a secure, single source of truth, a dashboard for 140 advisors and embedded client analytics, reduced maintenance effort and staffing needs, and positioned the company for real-time and predictive use cases.

Formuesforvaltning

Liv Bøstrand

Business Intelligence Manager