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.

Tableau in the News!

PCMag: VoiceBase and Tableau Deliver New Insights Through Speech Analytics

Companies are using business intelligence (BI) tools to parse data from customer interactions, especially phone calls, to gain new insights about relationships, sales performance, and even product direction.

Finance Magnates: Broadridge Announces Partnership with Tableau Software

Broadridge Financial Solutions, a provider of technology-driven solutions to broker-dealers and financial institutions, announced that it has formed a strategic partnership with Tableau Software today. Tableau Software is a US-based company that produces interactive data visualization products focused on business intelligence. Under the agreement, Broadridge will utilize Tableau’s software to offer its clients enhanced analytics and visualization capabilities.

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.

Get the Infographic

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

Watch the Charles Schwab keynote from Tableau Conference

Rene Kim, Senior Vice President and Head of the Global Data Office at Charles Schwab delivered a keynote address with Tableau CEO Adam Selipsky at Tableau Conference 2018. The company uses Tableau to answer important questions and achieve a democratized, data-driven culture across the enterprise. Watch Rene’s keynote address to learn how Schwab delivers on its core values of trust, innovation, teamwork, and stewardship by answering questions and making decisions with analytics in Tableau.

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New Webinar: How data is changing the customer experience in banking

In our increasingly digital world, customers and stakeholders expect banks to deliver omnichannel experiences that are seamless, personalized, and delightful. Whether customers visit branch locations or engage through mobile apps, it is essential that you’re able to understand and anticipate their needs. Join Tableau and Slalom to learn how innovative banks are seizing the potential of data to gain new customer insights and consider how your organization should be thinking about data as part of the customer journey.

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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