Series

The 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.

Upcoming Live Sessions

August 2022

Time	Session Title
August 31, 2022 12:00-1:00pm EST	Transforming Insurance Group Benefits and Delivering Value with Tableau Seismic shifts in the composition of today's workforce and the ever-increasing competition to attract and retain the best talent has put a spotlight on group insurance benefits offered by employers. Having the ability to leverage data to highlight meaningful participation trends, surface actionable product and people insights, and offer differentiated digital experiences to customers is key to unlocking tangible value and propelling market share. Learn how Tableau is being used by insurance carriers to create new revenue streams, product offerings, and deliver value to customers.	Register Now

Time

Session Title

August 31, 2022
12:00-1:00pm EST

Transforming Insurance Group Benefits and Delivering Value with Tableau

Seismic shifts in the composition of today's workforce and the ever-increasing competition to attract and retain the best talent has put a spotlight on group insurance benefits offered by employers.

Having the ability to leverage data to highlight meaningful participation trends, surface actionable product and people insights, and offer differentiated digital experiences to customers is key to unlocking tangible value and propelling market share.

Learn how Tableau is being used by insurance carriers to create new revenue streams, product offerings, and deliver value to customers.

September 2022

Time	Session Title
September 20-22, 2022	Dreamforce, San Francisco and Virtually on Salesforce+ Join us in person (or virtually from anywhere) in September for an epic experience three years in the making — we’re coming together again for one heck of a family reunion. Get ready, Trailblazers, we’ve got some celebrating to do.	Register Now

Time

Session Title

September 20-22, 2022

Dreamforce, San Francisco and Virtually on Salesforce+

Join us in person (or virtually from anywhere) in September for an epic experience three years in the making — we’re coming together again for one heck of a family reunion. Get ready, Trailblazers, we’ve got some celebrating to do.

On Demand Sessions

Click on webinar title for full description

New to Tableau

How NOT to Excel with Tableau	Watch Now
Beginner 2-Part Series: Banking Demo & Topic, Plus Hands On Training (Part 1)	Watch Now
Beginner 2-Part Series: Banking Demo & Topic, Plus Hands On Training (Part 2)	Watch Now
What is Tableau? Introduction for Financial Services & Insurance	Watch Now
Financial Services - Consumer Complaints: Intro to Tableau Workshop	Watch Now
Tableau Visionary Session: Zero to Zen	Watch Now
Introduction to Tableau Desktop: Part 1 - Superstore	Watch Now
Introduction to Tableau Desktop: Part 2 - Superstore Plus 10 Min. Server Demo	Watch Now
Tableau on Tableau: Marketing	Watch Now
What Neuroscience Says about Data, Analytics, and Decision-Making: Part 1	Watch Now
What Neuroscience Says about Data, Analytics, and Decision-Making: Part 2	Watch Now
Tableau on Tableau: Finance	Watch Now
Server Management	Watch Now
Data Storytelling Best Practices	Watch Now

Banking & Payments

Transforming Your Business Through a Data Driven Approach	Watch Now
Battle of the Banks 2021	Watch Now
Beginner 2-Part Series: Banking Demo & Topic, Plus Hands On Training (Part 1)	Watch Now
Beginner 2-Part Series: Banking Demo & Topic, Plus Hands On Training (Part 2)	Watch Now
Transformation Trends in Banking - Leveraging Analytics to Thrive in the Post Pandemic Era	Watch Now
Financial Services - Consumer Complaints: Intro to Tableau Workshop	Watch Now
Mitigating Fraud Risk & Optimizing Opportunity in PPP Round 2	Watch Now
Return to Work Financial Services Webinar	Watch Now
Introduction to Tableau Desktop: Part 1 - Stock Market Data	Watch Now
Introduction to Tableau Desktop: Part 2 - Stock Market Data Plus 10 Min. Server Demo	Watch Now
Introduction to Tableau Desktop: Part 1 - Bank Loans	Watch Now
Introduction to Tableau Desktop: Part 2 - Bank Loans Plus 10 Min. Server Demo	Watch Now
COVID-19 Analytics for FinServ	Watch Now
Salesforce Tableau Analytics for Cumulus Bank	Watch Now
Tableau for Financial Services and Insurance	Watch Now
Supercharge Tableau with Predictive Dashboarding Using Tableau CRM Discovery - Machine Learning Models a Tableau Analyst Can Build and Deploy	Watch Now
Enable Credit Risk Analysis for Financial Institutions	Watch Now
CFO Boardroom Discussion: Creating operational efficiencies, mitigating risk, and driving growth through a pandemic with Tableau, CFO, Damon Fletcher	Watch Now
Tableau CRM for Mortgage and Lending	Watch Now

Wealth

Mitigating Fraud Risk & Optimizing Opportunity in PPP Round 2	Watch Now
Return to Work Financial Services Webinar	Watch Now
Introduction to Tableau Desktop: Part 1 - Stock Market Data	Watch Now
Introduction to Tableau Desktop: Part 2 - Stock Market Data Plus 10 Min. Server Demo	Watch Now
COVID-19 Analytics for FinServ	Watch Now
Tableau for Financial Services and Insurance	Watch Now
Enable Credit Risk Analysis for Financial Institutions	Watch Now
CFO Boardroom Discussion: Creating operational efficiencies, mitigating risk, and driving growth through a pandemic with Tableau, CFO, Damon Fletcher	Watch Now

Insurance

Mitigating Fraud Risk & Optimizing Opportunity in PPP Round 2	Watch Now
Introduction to Tableau Desktop: Part 1 - Insurance Claims	Watch Now
Introduction to Tableau Desktop: Part 2 - Insurance Claims Plus 10 Min. Server Demo	Watch Now
Return to Work Financial Services Webinar	Watch Now
COVID-19 Analytics for FinServ	Watch Now
Tableau for Financial Services and Insurance	Watch Now
Supercharge Tableau with Predictive Dashboarding Using Tableau CRM Discovery - Machine Learning Models a Tableau Analyst Can Build and Deploy	Watch Now
Enable Credit Risk Analysis for Financial Institutions	Watch Now
CFO Boardroom Discussion: Creating operational efficiencies, mitigating risk, and driving growth through a pandemic with Tableau, CFO, Damon Fletcher	Watch Now
Introduction to Tableau Desktop: Part 1 - Insurance	Watch Now
Introduction to Tableau Desktop: Part 2 - Insurance	Watch Now
Best practices for managing global insurance data entirely on Tableau – a playbook by Slalom	Watch Now

CRM Analytics

Einstein Discovery Technical Deep Dive, Hands-On Workshop	Watch Now
Einstein Discovery for Tableau - Intro for Financial Services, Hands-On Workshop	Watch Now
Einstein Discovery for Tableau Hands On Workshop	Watch Now
Native predictive analytics for increased customer satisfaction and retentions	Watch Now
Empower Relationship Managers to Drive Winning Client Interactions with Salesforce Analytics	Watch Now
Einstein Discovery for Tableau in Financial Services	Watch Now
Realize the Value of Tableau CRM with Embedded Analytics & AI - Atrium	Watch Now
Tableau CRM for Financial Services Cloud	Watch Now
Tableau CRM for Commercial Banking	Watch Now
Tableau CRM for Mortgage and Lending	Watch Now
Tableau CRM for Insurance	Watch Now
Supercharge Tableau with Predictive Dashboarding Using Tableau CRM Discovery - Machine Learning Models a Tableau Analyst Can Build and Deploy	Watch Now
Tableau CRM's Latest OOTB PreBuilt Template: Revenue Operations	Watch Now

Leading Through Change

Unlock Data to Revolutionize Your Contact Center & Customer Experience Success!	Watch Now
Leveraging HR Analytics to Attract and Retain Top Talent	Watch Now
Transforming Your Business Through a Data Driven Approach	Watch Now
Battle of the Banks 2021	Watch Now
Vault Community Connect - Q3 Leadership Town Hall	Watch Now
Telling the World’s Climate Story Through Data	Watch Now
Sports, Women & Data: How to Stay in the Championship Mindset	Watch Now
Coming Together Again (Returning To Office)	Watch Now
Leading through Change: Data Culture	Watch Now
Return to Work Financial Services Webinar	Watch Now
Leading Through Change with Data and Analytics - FIMA Virtual	Watch Now
COVID-19 Analytics for FinServ	Watch Now
Tableau for Financial Services and Insurance	Watch Now
Using NLG to Navigate the New Normal	Watch Now
CFO Boardroom Discussion: Creating operational efficiencies, mitigating risk, and driving growth through a pandemic with Tableau, CFO, Damon Fletcher	Watch Now

ESG (Environmental, Social, Governance)

Doing Good with Data: Visualizing Impact and Risk in FSC Certified Forests	Watch Now
Data-Driven Sustainability: Accelerate to Net Zero with Tableau	Watch Now
Paving the Way on Sustainability with Data and Analytics in Financial Services	Watch Now
Vizzing ESG Data with A Tableau Visionary	Watch Now
Battle of the Banks 2021	Watch Now
Telling the World’s Climate Story Through Data	Watch Now

Customer Stories

People, Products, & Data: A holistic approach to product design for protecting investors - A Vanguard Business Case	Watch Now
Visualizing a Crisis with Tableau at Bank of America	Watch Now
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.	Watch Now
Guiding Targeted Philanthropy at Vanguard Charitable Using Data Vanguard Charitable optimizes strategic grant making, cuts manual reporting by 50% with Tableau	Watch Now

Data Culture

Top 5 data trends that will shape 2022	Watch Now
Leveraging the Tableau Community	Watch Now
Customer Success Brain Date: Building Champion User Groups	Watch Now
Leading through Change: Data Culture	Watch Now
What Neuroscience Says about Data, Analytics, and Decision-Making: Part 1	Watch Now
Community Center - Enable, Expand and Evolve your self-service analytics initiative	Watch Now
What Neuroscience Says about Data, Analytics, and Decision-Making: Part 2	Watch Now
Creating a Data Culture: Building a Community	Watch Now
Creating a Data Culture: Analytics Proficiency	Watch Now
Driving Data Culture with the Tableau Community Toolkit	Watch Now
Creating a Data Culture: Data Culture Explained	Watch Now
Driving Data Culture: Identifying and Capturing Value	Watch Now
Driving Data Culture: Understanding Governance	Watch Now

Level Up

Vizzing ESG Data with A Tableau Visionary	Watch Now
Einstein Discovery for Tableau Hands On Workshop	Watch Now
Data Viz Art Showcase: Presenting The Winners of the Annual CIBC, Deloitte, and Tableau Challenge	Watch Now
Vizzing Financial Data	Watch Now
Using Tableau's Data Management Capability for Analytics Governance	Watch Now
How NOT to Excel with Tableau	Watch Now
Tableau on Tableau for HR	Watch Now
Team USA at the Tokyo Games: Creating a Viz at Record Speed	Watch Now
AI/ML & Data Science For Analytics	Watch Now
Externalizing Analytics to Your Customers (in Portals or With Salesforce Communities)	Watch Now
Customer Success Brain Date: Expanding Your Skill Belt To Be A Tableau Master	Watch Now
Tableau Visionary Session: Zero to Zen	Watch Now
Tableau for Smarties (Tableau for Dummies)	Watch Now
Set Actions, Dynamic Parameters and Beyond	Watch Now
Introduction to Tableau Prep (Creator) Plus 5 Minute Prep Conductor Demo	Watch Now
Using NLG to Navigate the New Normal with Wordsmith	Watch Now
Supercharge Tableau with Predictive Dashboarding Using Tableau CRM Discovery: Machine Learning Models a Tableau Analyst Can Build and Deploy	Watch Now
Extending Tableau's Advanced Analytic Capabilities via the Analytics Extension API	Watch Now
On Cloud 9: Tableau + AWS	Watch Now
Build Better Tableau Dashboards, Faster	Watch Now
Data Management	Watch Now
Augmented Analytics with Tableau - Ask Data & Explain Data	Watch Now
Embedded Analytics	Watch Now

Services & Partners

Digital Imperative for Insurance: A Session with Deloitte	Watch Now
Driving Bankers, Branch Managers, or Financial Services Data Analysts Toward Data-Based Decision Making with Tableau and IBM	Watch Now
Govern Your Data and Empower Insights with Keyrus and Tableau in Wealth Management	Watch Now
Private Equity: Data Transformation for CFOs: Intelligent Automation on Core PE Processes - USEReady	Watch Now
How Data is Changing Life Insurance Marketing and Risk Selection - Executive Roundtable for Insurance hosted by CoEnterprise	Watch Now
USEReady Pixel Perfect	Watch Now
USEReady Tableau Prep Builder	Watch Now
Embedded Analytics for Internal Customers with Lovelytics	Watch Now
Embedded Analytics for External Customers with Lovelytics	Watch Now
Growing an Organization With Data-Driven Decisions in Tableau	Watch Now
Design Secrets for non Designers, Lovelytics	Watch Now