Govern Your Data and Empower Insights with Keyrus and Tableau in Wealth Management

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Financial Services firms need a data governance framework to ensure confidence in the data analysts use to make investment decisions, especially decisions that are predictive in nature. A modern analytics platform grants the ability for these firms to more comfortably design and define their governance processes, which include people, policies, and procedures.

The Data Management add-on enables you to not only prepare and enhance your data, but to manage data quality, understand data lineage, enable metadata, and schedule workflow refreshes. This enhanced and governed model empowers predictive capability, which is now made easier with Tableau's integration with Einstein Discovery.

This webcast will teach you how Tableau Data Management + Einstein Discovery can help you:

  • Reduce the spread of ad-hoc data sources and analytics content through governance processes, increasing data quality across the firm
  • Manage and curate metadata and enable users to add metadata throughout the process, even in Prep flows
  • Create custom roles and publish them to be utilized by users and in other flows
  • Seamlessly build predictions using Einstein Discovery

About the speakers

Brian Seeley headshot

Brian Seeley

Enterprise Account Executive, Tableau Software

Brian is a strategic advisor supporting clients on their data driven journey. Brian’s passion lies in helping organizations unlock the power of Data to achieve business outcomes.

Eric Moore headshot

Eric Moore

Business Intelligence Solutions Engineer, Keyrus

With a background in mathematics and finance and years of experience in business intelligence, Eric focuses on helping firms gather insights and answer critical questions using Tableau's full stack of tools.

Marty Helmus headshot

Marty Helmus

Enterprise Corporate Sales, Tableau Software

Marty is a strategic advisor passionate about enabling his customers on their data-driven journey. He is always available to talk Tableau, sports, or music!