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How banks drive revenue through customer analytics

Customer Acquisition and retention are essential in the increasingly competitive world of financial services to survive. Learn how banks leverages Tableau, through real business cases, to better understand their customers, allowing them to quickly discover commercial opportunities and hidden sale potentials.

In this webinar, Annabelle Rincon from Credit Suisse will use a hypothetical example to show how you can:

  • better understands their customers using visual analytics
  • find undiscovered commercial opportunities quickly and easily
  • uncover actionable sale potentials

발표자 소개

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Greg Haislip

RVP Strategic Banking, Financial Services, Tableau

Greg Haislip leads the Strategic Banking Sales team for Tableau in the US. He is responsible for overall client satisfaction, revenue growth and account management for the Top 20 largest banks in the US

Prior to joining Tableau, Greg was a Global Accounts Director for several enterprise software firms in the Financial Services sector including Microsoft, Oracle and Good Technology. Greg was also part of Microsoft’s Financial Services Group for eleven years where he was part of the original team that launched the Financial Services vertical. He also held several positions including Global Client Director for Bank of America, Director of Industry Solutions for the US Banking segment and Managing Director for Financial Services strategy for the Consulting Organization in North America.

Greg has over 35 years of Financial Services experience and spent 10 years in commercial and retail banking prior to moving into the technology industry. Greg holds a BS in Finance from the University of Florida.

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Annabelle Rincon

Tableau Center of Enablement, Vontobel

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MP4

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