Tableau Vault for Financial Services

Virtual Learning Hub to Help Financial Services Compound Business Value with Data-Driven Analytics


Imagine if you had access to world-leading knowledge so you could use data to accelerate your digital transformation, reimagine customer experiences, and reduce risk. The Tableau Vault for Financial Services is a virtual learning series designed to transform the way people use data analytics to solve business problems. Start your learning journey using the options below.


June 2022
Time Session Title  
30 June

9:30am BST / 10:30am CEST
Tableau Financial Services Summit

The Financial Services Summit brings together data experts, industry leaders, and the Tableau Community to share knowledge about how financial services can drive new business value with analytics.

July 2022
Time Session Title  
21 July
Financial Services Tableau User Group - London

Are you a Tableau customer in financial services based in the UK? Why not join this Tableau Community meetup at Tableau's office in London to learn from your industry peers and make new connections.

August 2022
Time Session Title  
10 August

10:30am BST / 11:30am CEST
How Financial Services Can Use AI-Driven Analytics to Reimagine Contact Centre and Customer Success

Join this webinar to learn how financial services can empower contact centre teams with data and AI-driven analytics to maximise the customer experience and grow revenue.

In this webinar you'll learn how to overcome contact centre challenges by adopting a data-driven strategy. You'll see how AI-driven analytics helps you get a 360 view of your customer data, forecast call centre volume, and understand narrative insights—helping you better serve your customers.

Register now to learn:

  • Reimagine contact centre operations via a data-driven strategy
  • Maximise customer experience using data and AI-driven analytics
  • Empower analysts, agents, and executives with key KPIs
  • Get a 360 view of customer data and forecast call centre volume


Customer Stories
People, Products, & Data: A holistic approach to product design for protecting investors - A Vanguard Business Case
Visualizing a Crisis with Tableau at Bank of America
That One Thing - Financial Services

Financial institutions are turning to data to drive business resilience. Learn how Vanguard Charitable, KeyBank, and Bank Mandiri are harnessing analytics and leading with speed and insights to support communities in times of crisis.

Guiding Targeted Philanthropy at Vanguard Charitable Using Data

Vanguard Charitable optimizes strategic grant making, cuts manual reporting by 50% with Tableau

Your EMEA Tableau Leadership Team for Financial Services

United Kingdom

Alan Davidson

Senior RVP, Financial Services



United Kingdom

Alice Steels

RSD - Banking, Payments, Wealth Management



United Kingdom

Ashleigh Ferdinand

RSD - Insurance, FinTech




Alexandra Krzyzniewski

RVP, Financial Services




Xavier Oliel

RVP, Financial Services



William Reich


Erik ten Bruggencate

RVP, Sales




Fredrik Holmgren

RVP, Sales



Southen Europe, Middle East, Africa

Ana Alonso Muñumer

Senior AVP, Sales