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How to address ESG Reporting with Salesforce and Tableau

Sustainability and ESG Reporting are key topics in the Banking Sector. At Salesforce, we are convinced that Sustainability is not just a buzz-word, but much rather it will become a “license to operate” for Banks and Financial Services Institutions across the globe. Customers are increasingly looking for sustainability offerings - in fact, banks that actively pursue sustainability goals enjoy a 51% higher NPS score compared to their peers. 

This shift in customer expectations paired with heavy regulatory pressure with regards to ESG is reflected in the strong sense of urgency banking leaders face. 

To help banks gain transparency on ESG, we have developed a Solution in Tableau, which can also be directly integrated with the CRM of bankers. The solution provides a holistic view of any company’s ESG rating, is interactive - not static - and can incorporate internal and external data sources, and delivers actionable insights that can be linked to bank’s own sustainability ambition or risk assessment.

This 7min demo highlights what the solution includes and how it can help you on your road to implementing your bank’s sustainability agenda.

    About the speakers


    Misko Flury

    Lead Solution Engineer | Tableau Software

    Misko Flury, a Technical Pre-Sales Consultant at Tableau, works already since more than 3 years with the Tableau Platform. Before he joined Tableau, Misko was working with Tableau at the European Central Bank and Daimler, where he could see the challenges to transform into a data driven organisation.


    Camillo Barrata


    As an Industry Advisor for FinServ in EMEA at Salesforce, I get the chance help our customers to better understand the wide range of possible applications of analytics and also lead the topic of sustainability in FinServ within our EMEA-team. Previously, I worked in strategy consulting at McKinsey Digital and in investment banking at Credit Suisse, where I experienced the added value of Tableau as an analytics platform at a very early stage. I'm also a data scientist by education and love seeing analytics put in action to drive data-driven decisions.

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