Series

Tableau's Financial Services and Insurance Vault

Welcome to Tableau’s Financial Services and Insurance Vault!

The Vault is a learning series specifically dedicated to the analytics needs of our Financial Services and Insurance Community. Whether you’re a current customer, analyst, business unit or new to Tableau, we have a number of virtual sessions that will help you throughout your analytics journey.

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Hi,

It's been a month since we launched the Vault and we hope that you are finding value in the series. On behalf of my colleagues Aune, Keven and Sarah we want to thank you for continuing this journey with us.

Moving through Act II! This is what I think about every day. Act II - Reopening the bank, the agency, the trading floor and feeling a sense of positive momentum. We are all learning how to manage and operate in a very different virtual world but there is a keen sense that we are starting to understand the do’s and don’ts of the pandemic, figuring out how to balance our personal and business lives and are beginning to chart a path towards what the “next normal” will be for our organizations.

At Tableau, we have worked with many of you to help you understand business impacts, make changes using data-driven decisioning and empower your entire organization to better manage risk, customer needs, and business operations. Just yesterday, I received a call from one of our customers who was diving deep into their business continuity plan for branch reopening and they needed a COVID data set to align with their internal employee and branch location information. It was a great feeling to be able to provide them the data through the Tableau COVID data hub as well as a few examples of how others are leveraging Tableau to help them make critical re-opening decisions.

Last month I had the privilege to participate at the FIMA (Financial Information Management) Virtual event, where I was able to hear many of the challenges that are facing our Financial Services Data Management community and also share how we are helping the industry lead through change. Below you will find the recording to our session at FIMA. Please take advantage of our learning portal, the Vault, to educate your team and look out for our upcoming announcements about Tableau Conference reimagined coming in October, and let us know what else we can do to support your efforts as we work together through these trying times.

I am looking forward to Act III - Growing your business - and taking all the learnings and best practices from Act II and applying them to the Digital Transformation we have all been speeding through for the last five months. Data is, and will continue to be, at the foundation of business change and at Tableau, we believe every Digital Transformation is a Data Transformation. Let us help you accelerate that change.

Sincerely,

Greg Haislip

RVP, US Financial Services, Strategic Banking

ghaislip@tableau.com




**Click to Watch Leading Through Change with Data and Analytics at FIMA**

Week of September 21, 2020 Agenda
Time Session Title
September 23, 2020
2:00pm - 3:00pm EDT
Driving Data Culture: Identifying and Capturing Value

Business Value is ensuring you receive measurable benefit from using a product typically stated in terms of increase revenue and cost savings but it doesn't stop there!

Speaker:
Natalie Cieplik, Principal High Touch Success Manager, Tableau

September 24, 2020
12:00pm - 1:00pm EDT
CFO Boardroom Discussion: Creating operational efficiencies, mitigating risk, and driving growth through a pandemic with Tableau, CFO, Damon Fletcher

Today’s CFO is operating in the wake of COVID-19 where fast decisions need to be made while taking precautions and preparing for recovery. According to McKinnsey “The board’s most important functions in the wake of COVID-19 are threefold: one is making sure that employees are being treated decently and that the company is taking all the precautions it can. Second is obtaining an objective, insightful understanding of the business and trends. And third is anticipating and preparing for recovery. The key in all three areas is having high-quality data to inform the board’s decisions and to share with employees. Of course, getting data from a market in freefall is never easy. This is where you need CFOs to be absolutely on top of their game.”

A CFO must be disruptive, agile, a talented financial expert, and also have the creativity of a tech entrepreneur. They need to raise questions not only on how much an organization is spending but also on how it’s billing, who they are billing and the type of business they need to bring in. Data is the foundation of how these decisions are made and the ability to have visibility at speed and at scale is mission critical in today’s climate.

Please join Tableau’s own CFO, Damon Fletcher where he will lead an interactive boardroom discussion on the CFOs road from crisis to recovery. Focusing on Operational efficiencies, mitigating Risk and driving growth from the lens of the CFO.

Week of September 28, 2020 Agenda
Time Session Title
September 29, 2020
2:00pm - 3:00pm EDT
Introduction to Tableau Desktop: Part 1 - Banking

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 claims data set, and begin answering questions for the first time. This session utilizes a loans data set that you will need to download in addition to Tableau Desktop. (2 part series, continued on Thursday, October 1).


*Prerequisite:*
1. Download Tableau Desktop
2. Download Banking Loans Data file from the Vault Resource Hub

September 30, 2020
2:00pm - 3:00pm EDT
Sets, Parameters and Beyond

Do you have a strong foundation in Tableau Desktop and want to up-level your skills to perform more advanced analytics and to provide deeper interactivity with your vizzes for other users? Then this is the session for you. Join our presenter as they share some of their "best ofs" and favorite tips and tricks with Tableau Desktop to add that extra element of WOW to your existing dashboards or those you build in the future.

October 1, 2020
2:00pm - 3:00pm EDT
Introduction to Tableau Desktop: Part 2 - Banking

Did you complete Part 1 of "Introduction to Tableau Desktop - Banking" 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 a loans data set that you will need to download in addition to Tableau Desktop. (Continuation from "Introduction to Tableau Desktop: Part 1 - Banking")

*Prerequisite:*
1. Watch "Introduction to Tableau Desktop: Part 1 - Banking" from September 29.
2. Download Tableau Desktop
3. Download Banking Loans Data file from the Vault Resource Hub

Week of October 5, 2020 Agenda - Tableau Conference-ish!
Time Session Title
October 8, 2020
12:00-12:30pm EDT
Data Diaries: Financial Services Channel

Channel 2: Join our panel with senior leaders from Credit Suisse and M | Science to learn how they are empowering employees and customers, driving data-driven decisions, and establishing a data culture across their organizations.

October 8, 2020
12:30 - 1:00pm EDT
Tableau Unplugged: Financial Services

Channel 2: Financial Services leadership has never been more important. The industry is the backbone to global economies. Learn how Bank of America is driving recovery and transformation to the next normal with data.

October 8, 2020
1:00 - 1:30pm EDT
Anatomy of a Dashboard: Insurance

Channel 2: Human resource analytics is about people. It’s at the center of every industry and company. Join us in this session to gain insights on HR dashboard design best practices and tips, using an insurance HR dashboard for illustration.

October 8, 2020
1:30 - 2:00pm EDT
That One Thing: Financial Services

Channel 2: 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.

Week of October 12, 2020 Agenda
Time Session Title
October 13, 2020
12:00pm - 1:00pm EDT
Build Better Tableau Dashboards, Faster
October 13, 2020
2:00pm - 3:00pm EDT
Einstein Analytics for Mortgage and Lending
October 14, 2020
2:00pm - 3:00pm EDT
Driving Data Culture: Building a Community from the Bottom Up

A community showcases some of the best your Tabloids have to offer – a place where like-minded data rock stars can truly shine.

October 15, 2020
2:00pm - 3:00pm EDT
What's New and Coming Soon

Every new version release of Tableau brings significant enhancements that help organizations do amazing things with data and analytics. Sign up for 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!

Week of October 19, 2020 Agenda
Time Session Title
October 20, 2020
2:00pm - 3:00pm EDT
Introduction to Tableau Desktop: Part 1 - Insurance

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 Oct 22)

*Prerequisite:*
1. Download Tableau Desktop
2. Download Insurance Claims file from the Vault Resource Hub

October 21, 2020
2:00pm - 2:30pm EDT
Return to Work

As organizations plan for bringing employees back to offices across the country, having the ability to combine your internal data (office locations, employee headcount per city, etc.) with external data (COVID case counts, hospital utilization) is imperative to making informed decisions. 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.

October 22, 2020
2:00pm - 3:00pm EDT
Introduction to Tableau Desktop: Part 2 - Insurance

Did you complete Part 1 of "Introduction to Tableau Desktop - Insurance Claims" 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. (Continuation from Introduction to Tableau Desktop: Part 1 - Insurance Claims)

*Prerequisite:*
1. Download Tableau Desktop
2. Download Insurance Claims file from the Vault Resource Hub
3. Watch "Introduction to Tableau Desktop: Part 1 Insurance Claims"

Week of October 26, 2020 Agenda
Time Session Title
October 27, 2020
2:00pm - 3:00pm EDT
Data Management

The Tableau Data Management Add-On enables the consistent delivery of data across your organization, no matter its size or complexity. From data preparation to cataloging, search and governance, Tableau Data Management helps your organization ensure trusted and analysis-ready data is being used to drive decisions.

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

Sign up today to learn more on how Tableau's Data Management Add-on can help you ensure trust, discoverability, integration and scale your data needs with Tableau Prep Conductor & Catalog features.

October 28, 2020
2:00pm - 3:00pm EDT
Science of Visual Analytics

Is it art? Is it science? Is it both? Visual analysis is an iterative process for working with data that utilizes the power of the human visual system. The formal core of visual analysis is the mapping of data to appropriate visual representations. But what exactly engages an audience effectively? Is it beauty? Is it clarity? Is it great storytelling? Join us for this dynamic conversation in today’s world of data visualization.

October 29, 2020
2:00pm - 3:00pm EDT
Augmented Analytics with Tableau - Ask Data & Explain Data

Augmented analytics gives Tableau users new ways to see and understand data. Without the requirement of having to learn advanced analytic techniques, Tableau has embedded AI/ML capabilities in a very easy to use way so you can more quickly make better data-driven decisions, using features such as:

Explain Data - seamlessly provides AI-driven explanations for the value of a data point with a single click. Based on advanced statistical models, explanations are relevant and integrated, saving analysts’ time and enabling them to uncover insights they may not have found otherwise.

Ask Data - introduces an entirely new way to interact with your data by allowing you to type a question and instantly get a response right in Tableau. Answers come in the form of rich data visualizations with no need to drag-and-drop or understand the nuances of your data’s structure. Fully integrated in the Tableau platform, Ask Data works with existing Tableau data sources.

Week of November 2, 2020 Agenda
Time Session Title
November 4, 2020
2:00pm - 3:00pm EDT
Driving Data Culture: Understanding Governance

Governance that makes self-service possible and the anchor point that drives all decisions across the organization.

November 5, 2020
2:00pm - 2:30pm EDT
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.

Missed a session last week or a few the last couple of weeks? Catch up below!

Week of July 6, 2020 Agenda
Time Session Title
July 6, 2020
USEReady Pixel Perfect

Well formatted reporting with Tableau has never been easier with Pixel Perfect from USEReady!

July 7, 2020
Introduction to Tableau Desktop: Part 1 - Superstore

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

July 7, 2020
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!

July 9, 2020
Introduction to Tableau Desktop: Part 2 - Superstore
Plus 10 Min. Server Demo

This is part 2 of a 2 part workshop

July 9, 2020
Introduction to Tableau Desktop: Part 2 - Insurance Claims
Plus 10 Min. Server Demo

This is part 2 of a 2 part workshop

July 10, 2020
Leading through Change: Data Culture

Come learn how Data Culture can inspire change

July 10, 2020
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.

Week of July 13, 2020 Agenda
Time Session Title
July 13, 2020
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.

July 14, 2020
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.

July 15, 2020
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.

July 16, 2020
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

July 17, 2020
Fantastic FinServ Friday

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

Week of July 20, 2020 Agenda
Time Session Title
July 20, 2020
USEReady Tableau Prep Builder

Combine, Shape, and Clean data for Tableau

July 21, 2020
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!

July 21, 2020
Tableau on Tableau: Marketing

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

July 22, 2020
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.

July 23, 2020
Introduction to Tableau Desktop: Part 2 - Stock Market Data
Plus 10 Min. Server Demo

Part 2 of a 2 part series

July 24, 2020
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)

Week of July 27, 2020 Agenda
Time Session Title
July 27, 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.

July 28, 2020
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.

July 29, 2020
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!

July 30, 2020
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

Week of August 3, 2020 Agenda
Time Session Title
August 3, 2020
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!

August 4, 2020
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.

August 4, 2020
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)

August 5, 2020
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.

August 6, 2020
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.

August 6, 2020
Introduction to Tableau Desktop: Part 2 - Bank Loans
Plus 10 Min. Server Demo

Part 2 of 8/4 Tableau Desktop - Bank Loans

August 7, 2020
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.

Week of August 10, 2020 Agenda
Time Session Title
August 10, 2020
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

August 11, 2020
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.

August 13, 2020
Science of Visual Analytics

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

August 14, 2020
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.

Week of August 17, 2020 Agenda
Time Session Title
August 17, 2020
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
August 18, 2020
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.

August 18, 2020
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)

August 19, 2020
Server Management

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

August 20, 2020
Introduction to Tableau Desktop: Part 2 - Insurance Claims
Plus 10 Min. Server Demo

Part 2 of 8/18 Tableau Desktop - Insurance Claims

August 21, 2020
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.

Week of August 24, 2020 Agenda
Time Session Title
August 24, 2020
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.

August 25, 2020
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.

August 26, 2020
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
August 27, 2020
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.

August 28, 2020
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.

Week of September 1, 2020 Agenda
Time Session Title
September 1, 2020
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.

September 2, 2020
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.

September 3, 2020
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!)

September 4, 2020
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.

Week of September 14, 2020 Agenda
Time Session Title
September 14, 2020
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.

September 15, 2020
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

September 16, 2020
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.

September 17, 2020
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"

Week of September 21, 2020 Agenda
Time Session Title
September 21, 2020
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.

September 22, 2020
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.