Tableau Financial Services Summit:
Build Hyper-Personalised Customer Experiences By Uniting Teams Around Data

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Innovative financial services firms are uniting teams around customer data and analytics to deliver hyper-personalised customer experiences that have reimagined expectations. If you want to unite your teams around your customer, join the Tableau Financial Services Summit to learn how.

In this virtual event, data leaders in financial services will reveal the strategies and hands-on analytics skills you need to build a 360 view of your customers. You’ll learn how customer analytics can help you maximise sales efficiency, service excellence, business process automation, and environmental sustainability.

Here's what you can expect:

  • See how Swiss Re deliver customer-facing analytics
  • Charles Stanley share their ESG data strategy
  • Industry leaders discuss the future of customer analytics
  • Advanced Tableau demos for financial services



Financial Services Summit Agenda

Financial Services Data Trends
Swiss Re | Customer-Facing Analytics
Charles Stanley | Do Good With Data (ESG)
Data Transformation
Tableau Demo | How to 'Know' Your Data
Tableau Demo | Tableau and Net Zero Cloud
Panel Discussion | Digital Customer Avatar