Transforming the Digital Experience for Financial Advisors & Clients

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We are in a dramatically altered business world. The coronavirus is impacting every part of our business, from where we work to the way we measure success. The Wealth and Asset Management industry is no different – financial advisors and wealth managers are struggling to manage client relationships. Institutions are finding it difficult to support remote employees and the requirement to track their activities for regulatory, compliance and business needs. Tableau can help you lead through these changes, helping you accelerate your digital transformation to gain a personalized and meaningful understanding of your clients, risks and the actions to take to optimize your business.

In this webinar, we will help you learn how you can integrate data sources from wealth and asset management platforms, finding insights with Tableau that can be quickly shared internally and externally with clients.

We will cover how global wealth and asset management firms have successfully transformed the digital experience for clients and financial advisors using Tableau.

We look forward to having you join us for an engaging session.


About the speakers


Joe Bala

Strategic Advisor, Tableau

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

Mike Olsen

Mike Olsen

Financial Services Leader

Michael is a Technology and Wealth Management leader. Michael enables and empowers end-users, where decisions are made, so they can achieve their strategic business outcomes.