SME Financial-Advisory Configurators Embedded in Qlik BI Dashboards

Overview

An SME-focused financial-advisory experience for a leading Romanian retail bank, delivered as interactive web components embedded inside Qlik BI dashboards. It turns analytics-driven advisory into guided, configurable journeys that help small and medium businesses choose the right banking products.

The Challenge

Advisory content for SMEs is rich but usually static inside BI tooling. The bank wanted live, interactive configurators, investment financing, account packages, card acceptance, subsidies, pensions and investment funds, running directly within its Qlik dashboards, reusable across pages and bundled for an analytics host that isn’t a typical SPA environment.

What We Built

A library of Svelte components compiled to framework-agnostic web components and embedded in the Qlik environment. The _svelte/ source (Vite build) contains an extensive set of guided, stepper-driven advisory tools, including: investment-financing journeys (FinantareaInvestitiilorStepper, FinantareActivitateStepper, LuniDePlataAtipicFinantareInvestitii), current-account package selection and comparison (GrafPacheteDeContCurent, RezumatPachetDeCont, ListaBeneficiiPachetDeContCurent), card-acceptance onboarding (AcceptareCarduriStepper), an APIA agricultural-subsidy configurator (ConfiguratorSubventieApia), and modules for investment funds and voluntary pensions, plus shared UI (steppers, tooltips, modals, info cards) and a CAEN business-activity selector (SelectorCaen) tied to the bank’s registry data. Built artifacts are organised per product under dist/ (e.g. finantarea_investitiilor, contcurent, acceptarecarduri, fonduri_de_investitii), served alongside an AngularJS host shim, with a PHP dev server and a Sass→PostCSS/autoprefixer build pipeline. A start.sh runs the PHP server and Svelte watch together. The project spans 2023–2025, making it the longest-running engagement in this group.

Technologies & Approach

Svelte compiled to web components so each configurator drops into Qlik (or any host) as a custom element; Vite for the app build and a Sass/PostCSS pipeline for distributable CSS; an AngularJS shim and PHP server to integrate with and locally emulate the analytics host. Per-product dist/ bundles keep each advisory tool independently embeddable.

Outcome / Impact

Brought interactive, decision-guiding financial-advisory configurators directly into the bank’s Qlik dashboards for SME customers, covering financing, accounts, card acceptance, subsidies, pensions and investment funds, sustained and expanded over multiple years.

Capabilities Demonstrated

• Embeddable Svelte web components for BI / Qlik dashboards
• Interactive, stepper-driven financial-advisory configurators
• Multi-product guided journeys (financing, accounts, cards, subsidies, pensions, funds)
• Integrating modern components into legacy/analytics hosts (AngularJS, PHP)
• Distributable, per-product bundling with a Sass/PostCSS build pipeline