KeyBank's transformation with Tableau
KeyBank had diverse data analysis requirements across the company and many employees who interacted with data on a regular basis. “We have data-oriented users that are building reports, pulling data from our databases, and preparing data for use and analytics,” said Sabloff. “But we have a lot of our team that use data as dashboards and reports, and updates of performance across our entire branch infrastructure.”
KeyBank selected Tableau as its data analytics solution. Sabloff added that it met the need for immediacy, accuracy across the business, and ability to connect hundreds of different product performance databases and insights into simplified reporting. “Tableau really shined and allowed us to deliver a solution that was so important and big across our infrastructure, and was seamless for non-data users to access this information.”
It was the largest deployment at KeyBank: nearly 10,000 employees accessed information delivered through Tableau dashboards as a critical component in their day-to-day operations, as well as daily and weekly performance reports.
For example, thousands of branch employees who met with customers daily needed frequent access to data in order to help clients and offer personalized interactions, as well as to help cross-sell and upsell financial products. To support this work, the new system used Tableau dashboards to deliver and distribute incentive compensation infrastructure reports to those branches.