Banking & Wealth Management Analytics

Identify and manage risk with trust

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.

3 days. 1000s of insights.

Join us for the first Tableau Conference you can attend from the comfort of your couch. This interactive, broadcast-style event will be entirely free and virtual, spanning the globe for three continuous days of data fun, learning, and connection.

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Take Action with COVID-19 Data

Reopen with confidence

Bring together data from your employees, COVID cases, and government regulations to help determine which office buildings to reopen, maintain health and safety, and monitor changing government guidelines.

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Credit Risk Analysis

Leverage your data to understand COVID-19 and its effect on active credit lines. Monitor case proximity to borrowers in order to identify at-risk accounts and take action.

SBA/PPP Lending Overview

Monitor the volume and geographic impact of small business loans during the COVID-19 pandemic to make informed decisions.

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.

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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

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Tableau for Insurance