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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Weekly Agenda

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Banking & Payments

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Wealth

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Insurance

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New to Tableau

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Level Up

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Leading Through Change

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Data Culture

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To better serve our community and customers during these challenging times, Sarah Keren, VP Wealth Management and Banking, Tableau, hosted a webinar State of the Industry: Mitigating Fraud Risk & Optimizing Opportunity in PPP Round 2 sharing what we’ve been hearing from our community around SBA PPP as well as review solutions that have helped 12 of the top 15 PPP lenders in the US. Please watch the recording below.

Sincerely,

The Tableau Financial Services & Insurances Team

Coming Soon!
Time Session Title  
More Topics Coming Soon
New to Tableau
Session Title  
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 2 - Superstore Plus 10 Min. Server Demo

This is part 2 of a 2 part workshop

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.

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.

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 “biases” 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!

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)

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.

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.

Server Management

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

Data Storytelling Best Practices

Watch this webinar to learn how you can use Tableau to tell a story with your data. You will learn about how visual best practice techniques and filtering can be used to communicate with your dashboard’s audience.

Banking & Payments
Session Title  
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.

Mitigating Fraud Risk & Optimizing Opportunity in PPP Round 2

Small business is the backbone of the U.S. economy, and it's no secret that COVID-19 continues to leave a trail of financial despair in its wake. However, the first round of Paycheck Protection Program loans was anything but smooth and at great cost to the lender and the consumer. There are key differences from round one to round two of PPP loans and understanding these differences is critical. Over 100 banks of all sizes in the U.S. leveraged Salesforce to rapidly deploy PPP solutions during the initial round of funding in unbelievable time frames ranging from 48 hours to 7 days.

Tableau CRM for Financial Services Cloud

Watch this webinar where we’ll discuss how Tableau CRM 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

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!

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

Part 2 of a 2 part series

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 - 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 with 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.

Supercharge Tableau with Predictive Dashboarding Using Tableau CRM 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 Tableau CRM 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 Tableau CRM's data prep
  • Designing, refining and deploying a predictive model using Tableau CRM Discovery without having to be a Data Scientist or Salesforce developer
  • Connecting a Tableau extension to Tableau CRM to send and receive predictions data inside a Tableau dashboard
  • Creating actions and workflows in Tableau based on your Tableau CRM model outputs

 

Tableau CRM 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.

 

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.

 

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.

 

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.

Tableau CRM for Mortgage and Lending

 

Tableau CRM's Latest OOTB PreBuilt Template: Revenue Operations

The Revenue Operations template helps sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue. Let sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue with Revenue Operations Analytics. The Revenue Operations Analytics app assists sales managers and teams in gauging their team performance, revenue forecasting, forecast tracking, and deals overview. It delivers forecasting analytics with a better user experience, better pipeline visibility, and easier deal inspection and forecasting with the use of predictive analytics...all in a prebuilt template!

Wealth
Session Title  
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.

Mitigating Fraud Risk & Optimizing Opportunity in PPP Round 2

Small business is the backbone of the U.S. economy, and it's no secret that COVID-19 continues to leave a trail of financial despair in its wake. However, the first round of Paycheck Protection Program loans was anything but smooth and at great cost to the lender and the consumer. There are key differences from round one to round two of PPP loans and understanding these differences is critical. Over 100 banks of all sizes in the U.S. leveraged Salesforce to rapidly deploy PPP solutions during the initial round of funding in unbelievable time frames ranging from 48 hours to 7 days.

Tableau CRM for Financial Services Cloud

Watch this webinar where we’ll discuss how Tableau CRM 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

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!

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

Part 2 of a 2 part series

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.

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 with 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.

Supercharge Tableau with Predictive Dashboarding Using Tableau CRM 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 Tableau CRM 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 Tableau CRM data prep
  • Designing, refining, and deploying a predictive model using Tableau CRM Discovery without having to be a Data Scientist or Salesforce developer
  • Connecting a Tableau extension to Tableau CRM to send and receive predictions data inside a Tableau dashboard
  • Creating actions and workflows in Tableau based on your Tableau CRM model outputs

 

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.

 

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.

 

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.

Tableau CRM for Mortgage and Lending

 

Tableau CRM's Latest OOTB PreBuilt Template: Revenue Operations

The Revenue Operations template helps sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue. Let sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue with Revenue Operations Analytics. The Revenue Operations Analytics app assists sales managers and teams in gauging their team performance, revenue forecasting, forecast tracking, and deals overview. It delivers forecasting analytics with a better user experience, better pipeline visibility, and easier deal inspection and forecasting with the use of predictive analytics...all in a prebuilt template!

Insurance
Session Title  
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 - Insurance Claims Plus 10 Min. Server Demo

This is part 2 of a 2 part workshop

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.

Tableau CRM for Financial Services Cloud

Watch this webinar where we’ll discuss how Tableau CRM for Financial Services can help to:

o Establish a data culture, quickly: get up and running fast without 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

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.

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 with 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.

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 CRM 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.

 

Supercharge Tableau with Predictive Dashboarding Using Tableau CRM 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 Tableau CRM 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 Tableau CRM data prep
  • Designing, refining and deploying a predictive model using Tableau CRM Discovery without having to be a Data Scientist or Salesforce developer
  • Connecting a Tableau extension to Tableau CRM to send and receive predictions data inside a Tableau dashboard
  • Creating actions and workflows in Tableau based on your Tableau CRM model outputs

 

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.

 

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.

 

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.

Tableau CRM for Mortgage and Lending

 

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

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"

Best practices for managing global insurance data entirely on Tableau – a playbook by Slalom

The insurance industry, with its cadre of analysts and actuaries, are in a unique position to take the data driven revolution by storm. However, large and medium sized insurers and re-insurers face their share of challenges integrating data from various business units and providing a single source of business-driven metrics for senior executives. Slalom has worked with hundreds of insurers facing this challenge and has a playbook for delivering the right insights in the right format at the right time.

Tableau CRM's Latest OOTB PreBuilt Template: Revenue Operations

The Revenue Operations template helps sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue. Let sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue with Revenue Operations Analytics. The Revenue Operations Analytics app assists sales managers and teams in gauging their team performance, revenue forecasting, forecast tracking, and deals overview. It delivers forecasting analytics with a better user experience, better pipeline visibility, and easier deal inspection and forecasting with the use of predictive analytics...all in a prebuilt template!

Leading Through Change
Session Title  
Mitigating Fraud Risk & Optimizing Opportunity in PPP Round 2

Small business is the backbone of the U.S. economy, and it's no secret that COVID-19 continues to leave a trail of financial despair in its wake. However, the first round of Paycheck Protection Program loans was anything but smooth and at great cost to the lender and the consumer. There are key differences from round one to round two of PPP loans and understanding these differences is critical. Over 100 banks of all sizes in the U.S. leveraged Salesforce to rapidly deploy PPP solutions during the initial round of funding in unbelievable time frames ranging from 48 hours to 7 days.

2020 TCish Presentation: Data Diaries: Financial Services

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.

2020 TCish Presentation: Tableau Unplugged: Financial Services

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.

2020 TCish Presentation: Anatomy of a Dashboard: Insurance

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.

Leading through Change: Data Culture

Come learn how Data Culture can inspire change

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.

Leading Through Change with Data and Analytics - FIMA Virtual

A presentation done by at the Financial Information Management (FIMA) Virtual Event in July 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.

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.

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

 

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.

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.

 

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.

Data Culture
Session Title  
Leading through Change: Data Culture

Come learn how Data Culture can inspire change

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.

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.

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!

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.

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.

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.

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.

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

Driving Data Culture: Understanding Governance

 

Level Up
Session Title  
USEReady Pixel Perfect

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

Set Actions, Dynamic 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.

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 Minute 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.

USEReady Tableau Prep Builder

Tableau Prep is a tool in the Tableau software family for shaping, combining, cleaning data. It is a simple yet very powerful tool that offers intuitive drag and drop features to build workflows by combining data from different sources to prepare data for Visual Analytics in Tableau Desktop. It aims at solving most of the daily data issues that were faced by Tableau developers.

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!

Embedded Analytics for External Customers with 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.

Using NLG to Navigate the New Normal with Wordsmith

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.

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

This webinar will show our partner SpringML demonstrate their custom solution for using Tableau and Tableau CRM Discovery together. SpringML will demonstrate how a Tableau Analyst or even a Data Scientist (not required) can use Tableau CRM 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 Tableau CRM's data prep
  • Designing, refining and deploying a predictive model using Tableau CRM Discovery without having to be a Data Scientist or Salesforce developer
  • Connecting a Tableau extension to Tableau CRM to send and receive predictions data inside a Tableau dashboard
  • Creating actions and workflows in Tableau based on your Tableau CRM 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.

Extending Tableau's Advanced Analytic Capabilities via the Analytics Extension 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.

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 also speak to cloud in general – benefits, comparisons, ways forward. No hands on needed (but you’re welcome to work along!)

Build Better Tableau Dashboards, Faster

 

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
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.

Embedded Analytics