Solutions

Banking Analytics

Accelerate digital transformation with data-driven insights

Financial institutions across the globe are turning to data to help them manage risk, build a foundation of trust, and empower a culture of learning and sharing throughout their organization. With Tableau, zero in on what matters most. Through robust data governance, security, and data source integration, leverage your analytics to react faster to the needs of the market and continue to provide optimal customer service during this critical time. Tableau is committed to helping your organization use the power of visual analytics to tackle the complex challenges and daily decisions you’re facing. Visit our COVID-19 Data Hub to learn how organizations, large and small across banking, wealth management and insurance, are leveraging Tableau as a trusted resource in this unprecedented time.

Morgan Stanley + Salesforce

Empowering Financial Success

Watch this video to hear how Morgan Stanley continued innovating with Tableau and Salesforce throughout the pandemic to help customers achieve their financial goals with clearer data and personalized experiences.

Watch now

Transforming and thriving with data

Top 3 Risk Dashboards for Banks

Change can’t be avoided—especially in banking. To embrace change, an important first step is prioritizing and accelerating digital transformation and data-driven efforts so that you can improve risk management and customer experiences.

Read this eBook to learn how embracing data analytics and using a visually-driven business intelligence solution can help you be better positioned for the future as change occurs.

Get the ebook

Embracing a new era of customer understanding

Financial Services Analytics Hub

Financial service leaders need to truly understand their customers' needs, stay ahead of regulation, identify and overcome risk, accelerate digital transformation, and ensure their whole organization is working together and focused on the customer. 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.

Go to Hub

Webinar Series: The Financial Services Vault

Learn from our financial services data experts, customers, and trusted partners as they share how to use your data to respond to the most important elements of the business.

Manage risk with trust and speed

Identify, mitigate, and monitor risk with critical data insights. Whether it be ensuring regulatory compliance, tracking credit risk, or managing fraud exposure leverage powerful analytics to make data-informed decisions.

 

Identify loan and credit risk

Quickly assess credit and loan risk by liquidity ratio, geographic impact, and product type. Leverage your data to share key KPIs across the organization to enable business users to make data-informed decisions.

Four traits of a data-driven organization

Check out this whitepaper to learn how financial services organizations are using their analytics to manage risk with trust and speed, deliver relevant experiences that customers expect, and drive future success.

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.

Deliver an experience that customers expect

Leverage powerful analytics to serve customers in a digital-first world. Use your data to better understand your customer, increase retention, and optimize omni-channel experiences that your customers have come to expect.

 

Three ways data is changing customer experience in banking

In banking, delivering a superior customer experience is the result of understanding the customer. 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.

Discover cross-sell and upsell opportunities

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.

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.

What is Data Culture?

Your missing link to thriving in the data era

Learn more