Tableau for industries

Banking analytics

Improve customer experience and manage risk with data-driven insights

Empower digital transformation in banking

Learn how leading financial services organisations like Credit Suisse, KeyBank, RBC Wealth Management and Progressive use analytics to stay competitive, empower their teams and meet ever-changing customer expectations.

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Charles Schwab presentation

Charles Schwab’s democratised, data-driven culture

Learn how Charles Schwab delivers on its core values of trust, innovation, teamwork and stewardship by making decisions with analytics in Tableau.

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This reporting is changing how they manage their branches. Branch managers now have the visibility to really build strategic plans and provide enhanced coaching to help the financial consultants and ultimately help our clients.

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People working

Digital transformation at KeyBank integrates people, processes and data

KeyBank leverages Tableau’s leading analytics platform to drive differentiated customer experiences and business resilience across its organisation.

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People working

JPMorgan Chase is paving the way for sustainability

Learn how JPMC sets itself apart as a leader in environmental practices, empowering clients to reduce their carbon footprint using analytics.

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St. Mary's bank

St. Mary’s Bank saves time with automated reporting

See how St. Mary’s Bank uses Tableau to inform decisions that improve customer service, asset management and operations performance.

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Additional resources

White paper

The power of data: How banks and credit unions can put it to work

Learn how banks and credit unions are transforming with data, AI and analytics.

White paper

Three ways data is changing customer experience in banking

See how future-facing banks use data analytics to create innovative, profitable products and services.

White paper

Four traits of a data-driven organisation

Find out how data-driven financial services organisations leverage data to propel innovation.

White paper

Top 3 risk dashboards for banks

In the face of change and uncertainty, discover how you can help make your bank more agile and resilient.

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Tableau Partner Network

Tableau Partner Network

Need help solving your toughest data challenges? We’ve got you. With more than 1,200 partners – including resellers, services and technology – it’s easy to get the right support for your business.

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Visualise banking data

Contact centre performance dashboard

Contact centre performance

Track performance of contact centres from service levels to average response time, customer satisfaction and first call resolution. View agent, manager and executive-level insights to drive customer and contact centre success.

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Banking – Customer insights dashboard

Banking – Customer insights

Leverage customer data to identify upsell and cross-sell opportunities. Filter your opportunities by age, job type and other demographics in order to best serve their needs and take action.

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Tableau for departments

Departments across organisations worldwide are empowering their people with data. Learn how departments are driving business forward with Tableau.

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Technology integrations

Organisations are finding opportunities to integrate Tableau with their existing technologies to drive business forward.

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