Solutions

Banking, Capital Markets, and Asset Management Analytics

Visualize a better banking customer journey

Financial institutions across the globe use Tableau to gain insights that help them improve service, capture new opportunities, and stand out from the competition. Zero in on what matters at any moment using dynamic reports with live data. Cross-portfolio visibility helps you identify trends and risks company-wide and uncover relationships inside your business, so you can react faster and reap the rewards.

Data-driven banks deliver a better customer experience

Do more for your customers—and your bottom line—with rich data insights. When you understand the customer journey, you can deliver the innovative products and services your customers expect. Data analytics is the key. Download our infographic to get a glimpse of what future-facing banks know about the importance of customer experience and analytics in banking.

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3 ways data is changing customer experience in banking

In banking, delivering a superior customer experience is the result of understanding the customer. From a visit to the branch loan officer, to an app-enabled digital deposit, every touchpoint generates data, and cumulatively, that data reveals a lot about what matters to your customers. Learn how future-facing banks are using data analytics to create innovative and profitable products and services, while delivering the relevant experiences that customers expect.

Read the whitepaper

I would rather create a platform that allows the business to solve their own problems, because we (IT) will never know them all. That’s how I’ve approached our Tableau usage, simply because it allows them to connect to and analyze their own data, which they were already doing.

Let's get technical. Bring IT into the discussion.




The modern approach to business intelligence

Learn the 7 key areas of impact to evaluate when implementing a modern approach to BI.



Evaluation Guide: How to choose the right modern BI & analytics platform

Intended for IT to use collaboratively with business users and analysts to assess modern analytics platforms.

Tableau for Insurance
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