Tableau for Industries

Banking analytics

Improve customer experience and manage risk with data-driven insights

Empower digital transformation in banking

Learn how leading financial services organizations like Credit Suisse, KeyBank, RBC Wealth Management, and Progressive use analytics to stay competitive, empower their teams, and meet ever-changing customer expectations.

Watch now
Charles Schwab presentation

Charles Schwab’s democratized, data-driven culture

Learn how Charles Schwab delivers on its core values of trust, innovation, teamwork, and stewardship by making decisions with analytics in Tableau.

Watch the presentation

This reporting is changing how they manage their branches. Branch Managers now have the visibility to really build strategic plans and provide enhanced coaching to help the financial consultants and ultimately help our clients.

Learn more

People working

Digital transformation at KeyBank integrates people, processes, and data

KeyBank leverages Tableau’s leading analytics platform to drive differentiated customer experiences and business resilience across its organization.

Read the story

People working

JPMorgan Chase is paving the way for sustainability

Learn how JPMC sets itself apart as a leader in environmental practices, empowering clients to reduce their carbon footprint using analytics.

Watch now

St. Mary's bank

St. Mary’s Bank saves time with automated reporting

See how St. Mary’s Bank uses Tableau to inform decisions that improve customer service, asset management, and operations performance.

Read the story

 

Additional
resources

 

Whitepaper

Three Ways Data is Changing Customer Experience in Banking

See how future-facing banks use data analytics to create innovative, profitable products and services.

Whitepaper

Four Traits of a Data-Driven Organization

Find out how data-driven financial services organizations leverage data to propel innovation.

Whitepaper

Top 3 Risk Dashboards for Banks

In the face of change and uncertainty, discover how you can help make your bank more agile and resilient.

 

See Tableau banking in action

Try Tableau for free

Download and start your free trial today

Get Tableau today

Choose the best analytics option for you

Events for financial services and banking

View events

Tableau Partner Network

Tableau Partner Network

Need help solving your toughest data challenges? We’ve got you. With more than 1,200 partners—including resellers, services, and technology—it’s easy to get the right support for your business.

Find a partner

Visualize banking data

Contact center performance dashboard

Contact center performance

Track performance of contact centers from service levels, average response time, customer satisfaction, and first call resolution. View agent, manager, and executive-level insights to drive customer and contact center success.

Explore the viz

Banking—Customer insights dashboard

Banking—Customer insights

Leverage customer data to identify upsell and cross-sell opportunities. Filter your opportunities by age, job type, and other demographics in order to best serve their needs and take action.

Explore the viz

 

EXPLORE MORE banking VIZZES

Tableau for departments

Departments across organizations worldwide are empowering their people with data. Learn how departments are driving business forward with Tableau.

Learn more

Technology integrations

Organizations are finding opportunities to integrate Tableau with their existing technologies to drive business forward.

Learn how