Tableau's Financial Services and Insurance Vault

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Introduction to Tableau Desktop: Part 1 - Superstore

Are you beginning your journey with Tableau? Then this is the session for you!

Introduction to Tableau Desktop: Part 1 - Insurance Claims

Do you work in Insurance and want to explore how Tableau Desktop can change the way you analyze data? Then this is the session for you!

Introduction to Tableau Desktop: Part 2 - Superstore
Plus 10 Min. Server Demo

This is part 2 of a 2 part workshop

Introduction to Tableau Desktop: Part 2 - Insurance Claims
Plus 10 Min. Server Demo

This is part 2 of a 2 part workshop

Leading through Change: Data Culture

Come learn how Data Culture can inspire change

Set Actions, Dynamic Parameters, and Beyond

Do you have a strong foundation in Tableau Desktop and want to uplevel your skills to perform more advanced analytics and to provide deeper interactivity with your vizes for other users? Then this is the session for you.

Design Secrets for non Designers, Lovelytics

Chantilly Jaggernauth, VP of Data Visualization & Training at Lovelytics and a Tableau Zen Master, shares her visualization design process and concepts for creating stunning business dashboards in Tableau.

Introduction to Tableau Prep (Creator)
Plus 5 Min. Prep Conductor Demo

Do you find yourself spending the majority of your time cleaning and preparing data, rather than doing the more valuable work of analyzing it? Then this session is for you.

Return to Work Financial Services Webinar

Learn how Tableau is being used by companies around the country to combine their company data with data from Tableau's COVID-19 Data Hub to quickly and easily gain critical insights.

Einstein Analytics for Financial Services Cloud

Watch this webinar where we’ll discuss how Einstein Analytics for Financial Services can help to:
o Establish a data culture, quickly: get up and running fast with out of the box analytics templates, purpose built for financial services use cases and data
o Understand client trends: with intelligent analytics embedded in Salesforce, quickly assess business health and predict which clients need attention
o Take data-driven actions: with actions built directly into the analytics workflow, bankers and advisors can take immediate steps to reduce churn and grow assets under management

Fantastic FinServ Friday

Showcase a before and after FinServ makeover, thoughts behind design + tips and tricks

USEReady Tableau Prep Builder

Combine, Shape, and Clean data for Tableau

Introduction to Tableau Desktop: Part 1 - Stock Market Data

Do you work in asset management and want to explore how Tableau Desktop can change the way you analyze data? Then this is the session for you!

Tableau on Tableau: Marketing

Come learn how Tableau's own Marketing leverages Tableau with Natalie Bush, VP, Americas Marketing

What Neuroscience Says about Data, Analytics, and Decision-Making: Part 1

This participative keynote engages the audience, and through a series of audience games and experiments explores the relationship between people and data through the neuroscience of human perception, memory, decision making and narrative. With a firm grasp on how people make decisions and experience their world, we uncover the best way to guide analytics functions and set an agenda for a data driven culture through a series of real-world examples.

Introduction to Tableau Desktop: Part 2 - Stock Market Data
Plus 10 Min. Server Demo

Part 2 of a 2 part series

What's New in Tableau & What's Coming?

Every new version release of Tableau brings significant enhancements that help organizations do amazing things with data and analytics. Watch this session to see the latest and greatest features that Tableau has to offer, as well as a sneak peak as to what is coming shortly down the road! (as of July 2020)

Community Center - Enable, Expand and Evolve your self-service analytics initiative

Community Center turbo charges your Tableau blueprint initiative with a customizable solution. Community Center teaches you how to establish a governance framework, monitor usage analytics, enable agility, develop proficiency and most importantly bring people together. Webinar attendees will learn about the cultivating enterprise Data and Analytics communities, that are enabling Tableau users to get even more value from their investment. This webinar is recommended for anyone in a large enterprise using Tableau for visual analytics needs, or COE leaders that are trying to build Data and Analytics communities.

How to Excel in Tableau

Are you in a love-hate relationship with Excel? Frustrated and feeling like you're not moving forward? Let Excel do what Excel is good at, but move the analytic tasks you depend on and supercharge them in Tableau. This session will cover not only how to duplicate and improve Excel functionality in Tableau, but how to move beyond the constraints of rows and columns. Watch this and repair your relationship with Excel. There's a happy world of dynamic, interactive analytics waiting for you.

What Neuroscience Says about Data, Analytics, and Decision-Making: Part 2

Part II of this talk builds on the original using the same participative style, building on the themes of part I, leading to an exploration of how we get things wrong! Through a new series of audience games and experiments on “baises” we look at some very funny ways that human beings analyze make conclusions based on data, and share ideas on how data work can move forward leading to innovation!

Data Management

This session is perfect if you're looking to...

-Save time preparing your data
-Increase visibility and control to drive your data -environment
-Be confident the right data is being used for analysis
-Ensure a seamless end-to-end analytics experience
-Automate data management at scale

Embedded Analytics for Internal Customers with Lovelytics

Interested in how you can provide an on-brand embedded analytics experience using Tableau? Join Lovelytics to step through how to embed Tableau dashboards into a portal and provide an integrated analytics experience for your team!

Introduction to Tableau Desktop: Part 1 - Superstore

Are you beginning your journey with Tableau? Then this is the session for you! Follow along with our speaker as you launch Tableau, connect to data and begin answering questions for the first time.

Introduction to Tableau Desktop: Part 1 - Bank Loans

Do you work in Banking and want to explore how Tableau Desktop can change the way you analyze data? Then this is the session for you! Follow along with our speaker as you launch Tableau, connect to a banking data set, and begin answering questions for the first time.

This session utilizes a sample loans data set that you will need to download in addition to Tableau Desktop.

(2 part series, continued on Thursday, Aug 6)

COVID-19 Analytics for FinServ

Along with many other industries, Financial Services has seen the severe impact of this global pandemic. Liquidity, Volatility, and Risk are top of mind for our customers. Many of our customers are leveraging Tableau to help answer questions and gain critical business insights. Together with our Tableau Community and partners, we have created a free, publicly-accessible Tableau COVID-19 Data Hub. Watch this session for a demo of the COVID-19 Data Resource Hub and to answer critical questions about how your organization combats this pandemic.

Introduction to Tableau Desktop: Part 2 - Superstore
Plus 10 Min. Server Demo

Did you complete Part 1 of "Introduction to Tableau Desktop - Superstore" and are ready to learn more? Follow along with our speaker as you continue to learn more ways of asking and answering questions of data in Tableau, and then learn how to share it with others in your organization on Tableau Server. This session utilizes our Superstore data set that is included with your Tableau Desktop download.

Introduction to Tableau Desktop: Part 2 - Bank Loans
Plus 10 Min. Server Demo

Part 2 of 8/4 Tableau Desktop - Bank Loans

Tableau for Financial Services and Insurance

Watch this session to learn how we help our Financial Services and Insurance customers gain insights and answer critical questions.

Embedded Analytics for External Customers, Lovelytics

Interested in sharing analytics with your clients or external stakeholders? In this session, learn how Broadridge and Lovelytics worked together to deploy Tableau embedded analytics to Broadridge's clients across the globe. During the session, hear from the Broadridge team on why they decided to use Tableau, how they implemented the solution with the help of Lovelytics, and how they successfully sold and deployed their solution to clients.
Speakers: Scott Love - CEO & Founder, Lovelytics and Brad LeClair - Vice President, Product Management Broadridge Financial Solutions, Broadridge Investment Management Solutions

Introduction to Tableau Prep (Creator)
Plus 5 Min. Prep Conductor Demo

Do you find yourself spending the majority of your time cleaning and preparing data, rather than doing the more valuable work of analyzing it? Then this session is for you. Follow along with our speaker as you launch Tableau Prep Builder and create data preperation flows that are intuitive, visual, and integrate directly within the Tableau platform.

Science of Visual Analytics

Join us for a dynamic conversation in today’s world of data visualization.

Einstein Analytics for Retail Banking

The banking industry is experiencing a revolution. Leading banks are exploring innovations in digital, data and cloud technologies to drive profitable growth, enhance customer engagement, increase productivity and innovative new business models. However, many of these banks are still challenged by legacy processes and systems, fragmentation between siloed businesses and functions, a lack of an end-to-end digital strategy, and the talent to execute.
In order to be successful, banks must improve customer trust and transparency, create added value, and provide more personalized experiences. Salesforce 's banking customers are looking to AI for the following reasons:

• To digitize manual operational and customer-facing processes
• To turn their CRM from a data input system into a value-added decision guidance system
• To deepen relationships with customers and increase retention
• To understand the book of business and engage with purpose
• To identify cross-sell/upsell opportunity

Combine Salesforce's customer 360 solutions with AI and out of the box analytics built for retail banking and your organization will have a competitive advantage towards maximizing performance and providing a truly differentiating customer experience.

How Data is Changing Life Insurance Marketing and Risk Selection - Executive Roundtable for Insurance hosted by CoEnterprise

Over the last 50 years, the insurance industry has seen a dramatic evolution in its ability to respond quickly to clients and prospects by leveraging data. From the days when the factors of selection were standardized mortality tables and age, to now where you can get a policy nearly instantaneously due to underwriters having access to a wide range of data sources.

Join a highly regarded panel of industry experts and ex C-suite executives from some of the leading insurance companies, on August 17, for a roundtable discussion on How Data is Changing Life Insurance Marketing and Risk Selection, moderated by Michael Rabinowitz, CEO of CoEnterprise, a Tableau Gold Partner.

Our panel of industry experts:

• Simon Baitler - Former Executive Vice President for Transamerica Life Companies
• Barry Jacobson - Former President of International Life, ACE Group | EVP for Citigroup | Ex SVP for Travelers Insurance | Board Member of Aviva US
• Glenn Cunningham - Former SVP & Chief Underwriting Office of Travelers Life & Annuity Company | Executive VP for Transamerica Reinsurance
• Jim Galli - Former EVP Legal & General | SVP MetLife | Executive roles at AIG & MassMutual
• Mark Hug - Former Chief Product, Marketing and Distribution Officer for Pru Life | Senior Leadership positions at Transamerica, Aetna, AXA

Tableau on Tableau: Finance

Learn how Tableau's own Mike Crook, Director of Finance Analytics leverages Tableau. In this webinar, Mike will walk you through Tableau's digital transformation journey, show you how quickly you can build a Tableau dashboard to gain insights into your Accounts Receivable data and explore examples of dashboards ranging from executive & board reporting to banking and T&E analysis.

Introduction to Tableau Desktop: Part 1 - Insurance Claims

Do you work in Insurance and want to explore how Tableau Desktop can change the way you analyze data? Then this is the session for you! Follow along with our speaker as you launch Tableau, connect to a claims data set, and begin answering questions for the first time.

This session utilizes a claims data set that you will need to download in addition to Tableau Desktop.

(2 part series, continued on Thursday, Aug 20)

Server Management

Join the session to learn how Server Management is available to help you better scale your Tableau Server deployment.

Introduction to Tableau Desktop: Part 2 - Insurance Claims
Plus 10 Min. Server Demo

Part 2 of 8/18 Tableau Desktop - Insurance Claims

Einstein Analytics for Insurance

The insurance industry is experiencing a revolution. Leading insurers are beginning to explore innovations in digital, data and cloud technologies to drive profitable growth, distinctive customer engagement, agent productivity and innovative new business models. However, many of these companies are still challenged by legacy processes and systems, fragmentation between siloed businesses and functions, a lack of an end-to-end digital strategy and the talent to execute.
In order to be successful, insurance companies must improve policyholder trust and transparency, create added value and provide more personalized experiences. Salesforce 's insurance customers are looking to AI for the following reasons:

• To digitize manual operational and customer facing processes
• To turn their CRM from a data input system into a value-added decision guidance system
• To deepen relationships with customers and increase retention
• To understand book of business and engage with purpose
• To view and predict renewals, cancellations and growth opportunities
• To identify cross-sell/upsell opportunity

Combine Salesforce's customer 360 solutions with AI and out of the box analytics built for insurance and your organization will have a competitive advantage towards maximizing performance and providing a truly differentiating customer experience.

Using NLG to Navigate the New Normal

The impact of the global pandemic has forced the hand of businesses to look outwards for solutions to issues raised in this new and uncertain time. In the financial services industry, some of those unique challenges can be solved with the help of Natural Language Generation (NLG). In this session, learn how Wordsmith, the global leader in NLG technology, addresses those challenges and makes your Tableau dashboards even more impactful.

Creating a Data Culture: Building a Community

This session will highlight key elements from the Tableau Blueprint that businesses and organizations can use in their own communities. Creating and supporting a healthy internal forum, building a culture of analytics, developing and supporting customer champions through an MVP program and gamification, and key features from the engagement guide will be the most exciting. The session will primarily focus on best practices and tools individuals or teams building a COE can put into practice through what we have observed and supported across the Tableau Community team.

Supercharge Tableau with Predictive Dashboarding Using Einstein Discovery - Machine Learning Models a Tableau Analyst Can Build and Deploy

This webinar will demonstrate how a Tableau Analyst or even a Data Scientist (not required) can use Salesforce’s Einstein Discovery to rapidly explore datasets with statistical analysis, collaborate with internal stakeholders to build mature predictive models, and then visualize those predictive outputs in Tableau. Those same models can even be integrated into core operational processes, like Claims Routing and Adjudication or Customer/Partner facing Apps and portals. During this interactive session, you will be introduced to:

• Building and preparing a dataset for predictive analysis and modeling using the best features of Tableau and Einstein’s data prep
• Designing, refining and deploying a predictive model using Einstein Discovery without having to be a Data Scientist or Salesforce developer
• Connecting a Tableau extension to Einstein to send and receive predictions data inside a Tableau dashboard
• Creating actions and workflows in Tableau based on your Einstein model outputs

Embedded Analytics

More and more companies are driving customer engagement and delight by sharing data and insights with their customers. If you are exploring integrating reporting and analytics functionality into your existing software applications, it’s time to learn more about how Tableau embedded analytics can make your product shine.

Einstein Analytics for Commercial Banking

The banking industry is experiencing a revolution. Leading banks are beginning to explore innovations in digital, data and cloud technologies to drive profitable growth, distinctive customer engagement, agent productivity and innovative new business models. However, many of these companies are still challenged by legacy processes and systems, fragmentation between siloed businesses and functions, a lack of an end-to-end digital strategy and the talent to execute.
In order to be successful, banks must improve customer trust and transparency, create added value, and provide more personalized experiences. Salesforce 's banking customers are looking to AI for the following reasons:

• To digitize manual operational and customer-facing processes
• To turn their CRM from a data input system into a value-added decision guidance system
• To deepen relationships with customers and increase retention
• To understand the book of business and engage with purpose
• To view and predict renewals, cancellations and growth opportunities
• To identify cross-sell/upsell opportunity

Combine Salesforce's customer 360 solutions with AI and out of the box analytics built for banks and your organization will have a competitive advantage towards maximizing performance and providing a truly differentiating customer experience.

Extending Tableau's Advanced Analytic Capabilities via the Analytics Extensions API

Advanced analytics is a journey that involves understanding the past, predicting the future and finding the best course of action to attain goals. Be it via built-in visualizations, forecasting, clustering, or custom machine learning models built in R, Python, or custom code that takes advantage of Tableau’s Analytics Extensions API, Tableau can help every step of the way.

This webinar reviews broad types of advanced analytics possible with Tableau with example use cases. Watch to explore what’s possible, when and how to use specific features, and the best places to apply them.

Creating a Data Culture: Analytics Proficiency

Maximizing analytics investments and capitalizing on the transformative potential of data means that everyone encountering it—regardless of skill levels and data fluency—must be able to turn data into insights. This session dives deep into the Proficiency section of Tableau Blueprint and goes into depth on user education, measuring adoption and engagement, and increasing data fluency within your organization through best practices.

On Cloud 9 - Tableau + AWS

This session is a walkthrough of simple cloud deployment on AWS. We will demonstrate a simple cloud configuration and then deploy and access Tableau Server from said configuration. We will also speak to cloud in general – benefits, comparisons, ways forward. No hands on needed (but you’re welcome to work along!)

Driving Data Culture with the Tableau Community Toolkit

Whether you're a large enterprise organization, or a small business, these community building kits are here to help you grow your internal Tableau community of passionate data-driven thinkers.

Enable Credit Risk Analysis for Financial Institutions

As the economy shifts during the pandemic, lending providers and governments are dynamically altering policies that impact borrowers. Meanwhile, financial institutions need to work rapidly to limit risk exposure before it impacts the bottom line and address questions like:

• How much exposure do I have across my portfolio?
• Which businesses are impacted more than others?
• How are closures in key locations influencing credit?

Speakers:
Tom Bruno, Client Service Lead, Slalom
Tom is a seasoned capital markets executive with over 25 years’ experience driving technology, data and process transformation to deliver innovation and business results for his firms and clients. He combines industry experience from a number of global investment managers and technology firms in the sales, data and technology verticals to guide clients as they seek build new capabilities, service new clients, and set themselves apart from their competition.

Jess Minton, Solution Principal, Slalom
Jess is a data storyteller and analytics advocate with over 9 years of consulting experience. She is a Tableau Desktop Certified Professional, and leads efforts to implement empowering analytics dashboards, manage enterprise Tableau Server environments, and train new users in Tableau.

Introduction to Tableau Desktop: Part 1 - Superstore

Are you beginning your journey with Tableau? Then this is the session for you! Follow along with our speaker as you launch Tableau, connect to data and begin answering questions for the first time. This session utilizes our Superstore data set that is included with your Tableau Desktop download. (2 part series, continued on Thursday, September 17)

*Prerequisite:*
1) Download Tableau Desktop

Creating a Data Culture: Data Culture Explained

Establishing a data-driven culture is a matter of influencing mindset and behaviors rather than of control. To establish a data-driven culture change in your organization, engage with stakeholders to secure buy-in and ongoing support in treating data as an asset — not data as a byproduct.

Introduction to Tableau Desktop Part 2 - Superstore

Did you complete Part 1 of "Introduction to Tableau Desktop - Superstore" and are ready to learn more? Follow along with our speaker as you continue to learn more ways of asking and answering questions of data in Tableau, and then learn how to share it with others in your organization on Tableau Server. This session utilizes our Superstore data set that is included with your Tableau Desktop download. (Continuation from Introduction to Tableau Desktop - Part 1)

*Prerequisite:*
1) Download Tableau Desktop
2) Watch "Introduction to Tableau Desktop: Part 1 - Superstore"

Visualizing a Crisis with Tableau at Bank of America

With the onset of the COVID-19 crisis in the US, Bank of America responded by offering customers with mortgage loans options for payment relief. Overnight new processes were formed and teams were aligned to support these new programs. This webinar covers the journey to rapidly form a crisis reporting team using Tableau to support operations as well as provide insights to senior bank leadership and members of the US government.

During the webinar we'll share:

• How to build a successful crisis reporting team
• Meeting rapidly evolving needs for data using Tableau
• Leveraging Tableau Blueprint and best practices to create a streamlined analytics set for business insight

Speakers:
Brian Barnes is a Senior Vice President in Bank of America's Mortgage and Vehicle Servicing Operations Divisions, and has led crisis reporting teams through both the 2008 Financial Crisis and the 2020 COVID-19 Crisis. Brian has over 12 years of experience leading teams who bridge the gap between business and technology to provide solutions in data, analytics and reporting for a highly complex and regulated organization. He also has a proven track record as a transformation lead in establishing a vision, obtaining consensus among executive partners, and executing to plan.

Andy Vadul, CTO at USEReady, has been helping Tableau customers see and understand their data for over seven years as part of USEReady, Tableau's Strategic Partner of the year. Andy has a master’s in Computer Science and prior to joining USEReady, was leading a collaboration team as part of New York Life. Andy has worn multiple hats as part of a varied experience in Insurance, Finance and Investment Services Industry. Throughout his career, Andy has been able to improve efficiency in business operations by solving both human and technological problems to advance a culture of analytics.

Introduction to Tableau Prep (Creator) Plus 5 Min. Prep Conductor Demo

Do you find yourself spending the majority of your time cleaning and preparing data, rather than doing the more valuable work of analyzing it? Then this session is for you. Follow along with our speaker as you launch Tableau Prep Builder and create data preparation flows that are intuitive, visual, and integrate directly within the Tableau platform.