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The Vault

Welcome to Tableau's Financial Services and Insurance Vault!

The Vault is a learning series specifically dedicated to the analytics needs of our Financial Services and Insurance Community. Whether you're a current customer, analyst, business unit or new to Tableau, we have a number of virtual sessions that will help you throughout your analytics journey.

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Banking & Payments

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Wealth Management

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Insurance

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New to Tableau

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CRM Analytics

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Leading Through Change

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Data Culture

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Level Up

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Services

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May 2023
Time Session Title  
May 9-11, 2023
 
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Customer Stories
People, Products, & Data: A holistic approach to product design for protecting investors - A Vanguard Business Case
Visualizing a Crisis with Tableau at Bank of America
That One Thing - Financial Services

Financial institutions are turning to data to drive business resilience. Learn how Vanguard Charitable, KeyBank, and Bank Mandiri are harnessing analytics and leading with speed and insights to support communities in times of crisis.

Guiding Targeted Philanthropy at Vanguard Charitable Using Data

Vanguard Charitable optimizes strategic grant making, cuts manual reporting by 50% with Tableau