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What is Tableau? Introduction for Financial Services & Insurance

At Tableau, we have a simple and singular mission: We help people see and understand data — and we truly mean ALL the people, and ALL the data!

We pioneered the era of modern analytics — and we’re not done trailblazing.

Join us as we launch the Vault — your one stop shop to dive into all things Tableau and Financial Services.

Our series with new weekly — if not daily — content is more than visualizations; the Vault will enable deeper thinking, discuss our integrations of Salesforce, and ensure you are inspired for intelligent data transformation.

About the speakers

Sarah Keren

Sarah Keren

Vice President of US Enterprise Financial Services at Tableau Software

Tableau helps people see and understand data, and that’s exactly what Sarah thrives upon. She is passionate about building strategies that leverage technology innovation to address business goals.

Sarah enjoys partnering with Fortune 100 companies and listening to their leaders to ensure their success. She has been with Tableau for nearly three years; prior she was at Cisco for 13 years where she was recognized in the top 1% of a 20,000 person sales force. Combining her dedication to data and women’s empowerment, she was President of Cisco’s “Connected Women” Northeast chapter with over 1,400 attendees globally and launched Tableau’s Women in Leadership series.

Originally from Ohio, Sarah moved to New York City over 10 years ago and is a proud wife and mother to her husband Roger and two kids, Chase (4 years), Charlotte (2 years). Sarah graduated Summa cum Laude with Honors from The Ohio State University.


Greg Haislip

RVP Strategic Banking, Financial Services, Tableau

Greg Haislip leads the Strategic Banking Sales team for Tableau in the US. He is responsible for overall client satisfaction, revenue growth and account management for the Top 20 largest banks in the US

Prior to joining Tableau, Greg was a Global Accounts Director for several enterprise software firms in the Financial Services sector including Microsoft, Oracle and Good Technology. Greg was also part of Microsoft’s Financial Services Group for eleven years where he was part of the original team that launched the Financial Services vertical. He also held several positions including Global Client Director for Bank of America, Director of Industry Solutions for the US Banking segment and Managing Director for Financial Services strategy for the Consulting Organization in North America.

Greg has over 35 years of Financial Services experience and spent 10 years in commercial and retail banking prior to moving into the technology industry. Greg holds a BS in Finance from the University of Florida.


Jeff Black

Director of Solution Engineering, Tableau

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