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Rapidly create client investment reports and distribute them securely via the web
Financial firms are increasingly competing on their ability to offer clients access to rich, relevant data. But how do you deliver information to clients in a way that is visual, interactive and easy? How do you build online customer portals without suffering from the cost and inflexibility of a slow-moving business intelligence platform?
Tableau lets you construct information portals without heavy development, for pick-up-and-go financial reporting and analysis. Tableau Server installs quickly and scales to tens of thousands of private users on the web. The interactive dashboards it provides can be embedded in a broader customer portal initiative, or used as a stand-alone system. The level of data access and interactivity is under your control and can vary from client to client. Advanced users can be given access to the underlying data for one-click import into their own spreadsheets.
This is a portfolio monitoring dashboard for a major investment client. Use the dashboard to evaluate portfolio risk. Selecting countries in the upper view filters the lower visualizations of issuer and rating concentration. The client can filter the entire dashboard by asset class or ratings group to better understand the specific issuers and investment trends for that cross section of the portfolio. Explore the dashboard to discover that investments in Europe have been becoming riskier in recent quarters.