Tableau + CitiGroup

Data for Financial Services Innovators

Contact us!
Dawn Kosinski, Strategic Account Executive. e: dkosinski@tableau.com. p: 201.456.9897

Greg Scott, Enterprise Sales Representative. e: gscott@tableau.com. p: 202.854.2177

We can really focus on the business issues and allow the software to get out of the way…[What I enjoy most is] the fact that you spend most of the time not on the data itself, but, rather, on what is the data telling me about the business problem that I'm looking to solve.

Watch the full interview here.

CitiGroup Video

Here’s Tableau in action finding some nuggets of insight in a loans data set resulting in an interactive dashboard created by one of your CitiGroup peers!

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JPMorgan Chase Chooses Tableau to Enable Self-Service Analytics

JPMC made a shift from IT-owned to business-owned self-service analytics to keep up with rapid industry changes and better optimize for business success. But in a highly-regulated environment, IT needed to first establish enterprise governance that balanced data access and compliance. Championed by the Center of Excellence and with IT as enablers, JPMC adopted Tableau, expanding from 400 Tableau Server users in 2011 and approaching 30,000 today—driving enterprise-wide data accuracy.

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Innovating Financial Services in the Big Data Era

In the face of technological advances—including IoT, fintech, and artificial intelligence—the business of financial services continues to evolve. This Frost & Sullivan report outlines the challenges and opportunities that financial services face in the age of big data.

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4 Traits of a Data-Driven Financial Services Organization

Emerging technologies like artificial intelligence and machine learning have led financial services organizations to evolve. In the face of these disruptions, companies leverage massive volumes of data to transform processes and differentiate themselves from the competition. To drive effective strategy around growth, risk management, operations, and compliance, companies must have a scalable analytics strategy.

Get the whitepaper

7 Signs You Need Self-Service Reports in Financial Services

If you’re an IT leader in the financial services industry, you know what it takes to provide the infrastructure your organization requires.There’s another growing pressure you’re likely facing: the need to provide more analytics. With so much data pouring in, everyone from top execs to individual analysts is looking for ways to get more insight from data to help the organization excel. How do you deliver analytics to everyone when you face tight budgets, no bandwidth, and the need for immediate answers? Implement self-service business intelligence.

Check out the list

Tableau Financial Services Webinar Series

Learn how leading banks, insurers, wealth managers, and capital markets firms are using Tableau to spot fraud, risk, and performance at the speed of thought.

Analytics for Everyone

Financial Services Resource Page

Check out our collection of customer stories, example vizzes, whitepapers, plus many more industry assets. Learn More

Training Videos

Learn Tableau your way: on-demand, live online, or in-person. Both free and paid training options are available. Learn More

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