Financial Services Analytics

Knowledge Hub


Watch Now | Tableau for Financial Services

Financial services leaders have five key challenges—you need to truly understand your customers needs, stay ahead of regulation, identify and overcome risk, accelerate digital transformation, and ensure your whole organisation is both working together and focused on the customer.

But how can you make smarter decisions to overcome these challenges without creating extra complexity? The financial services knowledge hub will show you how leveraging your data with Tableau's end-to-end analytics platform will help you deliver outstanding customer experiences with ease.

Tableau Demo for Financial Services

Mitigate your risk exposure with Tableau

Watch this demo to see how Tableau helps financial instituions combine their data to get a complete picture of the risk their holding—helping to quickly identify at-risk customers and mitigate issues.


Financial Services eBook

Financial Services, embracing a new era of customer understanding

Download our ebook to discover how Charles Schwab, JP Morgan, ABN Amro, Aon, and Garanti BBVA are using Tableau to understand customer needs, stay ahead of regulation, identify and overcome risk, align everyone in the organisation, and accelerate their digital transformation.

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Tableau Financial Services Summits

Watch on-demand recordings from Tableau's Financial Services Summits to discover how leading financial institutions are adopting Tableau to unlock transformative data-driven insights—reinventing how they manage credit risk, understand customer needs, and accelerate their digital transformation.

watch now