Financial Services

 

Financial institutions use Tableau to gain insights that help them improve service, capture new opportunities, and stand out from the competition. Liberate yourself from IT intermediaries and backlogs, and focus on key business questions by creating your own dashboards and reports with Tableau.

 

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Financial Services with Promatix and Tableau

Data is everywhere in the finance industry. Promatix works with Tableau to make that data visible. Many financial institutions use Tableau to gain insights to help stand out from the crowd. With the ability to create dynamic reports, ask and answer questions of your data in minutes, organisations use Tableau to help improve service to their customers, capture new opportunities and manage risk in their company. Promatix bring the highest technical knowledge so that you can react faster to trends and insights, letting you reap the maximum reward.

From Banking & Insurance to Securities & Investments, Tableau’s cutting edge software can help drive action through analysis of data. Sales leaders analysing and filling their pipeline, product managers looking to out-innovate the competition, risk managers predicting trends years into the future or investigators looking for patterns of fraud, anyone can utilise and benefit from the power of Tableau. Complex datasets are made simple through visualisation in Tableau’s lightning-quick visualisation engine, making it possible to explore and react in almost real time.

Insurance

Policies. Premiums. Claims. Payouts. Every transaction is a data point ripe for analysis and action. Tableau makes that power available to anyone in your insurance company: the sales leader seeking to fill the pipeline. The product manager trying to out-innovate the competition. The risk manager who needs to predict trends decades into the future. The investigator seeking to identify patterns of fraud or waste. Complex insurance datasets are no problem for Tableau’s lightning-quick visualisation engine, making it possible to explore in real time and react to change faster.


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Iowa Unemployment Insurance (UI) Statistics - Tableau Visualisation

banking.pngQuantify the impact of microlending around the world - Tableau Visualisation

Banking

Money is data. Tableau makes it visible. Financial institutions use Tableau to gain insights that help them improve service, capture new opportunities, and stand out from the competition. Zero in on what matters at any moment using dynamic reports with live data. Cross-portfolio visibility helps you identify trends and risks company-wide and uncover relationships inside your business, so you can react faster and reap the rewards.

Tableau Case Study: Focusing on the Real Business Issues at Citibank

Hear what Duncan Slater, Senior Project Manager at Citibank, has to say about his experiences with Tableau.

"From something as simple as installing the product right through to publishing on Tableau Public or publishing on Tableau Server—all of these tasks have really been stripped down to make them as user-centric as possible… we can really focus on the business issues and allow the software to get out of the way."

 

Learn More

 

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Top 5 best practices for creating effective dashboards and the 7 mistakes you don't want to make.

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5 Best Practices for Telling Great Stories with Financial Services Data and why it will make you a better analyst.

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 Get in touch

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Arrange a consultation today to learn more about how data visualisations could benefit your finance function.

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