Tableau - Data Visualization and Analytics for Financial Services Organizations

How roles across the financial institution can best use cloud-based analytics

A well-conceived customer journey touches all roles in a financial services organization. Data visualization can be used to predict customer behavior, retain customers and increase loyalty, and drive business growth.

Data visualization enables you to bring data, such as credit card purchases, mortgages, or call center activity, together from multiple touchpoints for a comprehensive view of
your data.

A robust, visual analytics platform allows a consolidated 360-degree view of your data across all lines of business.

Internal teams within the financial institution and customers can all use the platform to see everything in one place. Customers can also access a personalized view of the accounts across their portfolio. High availability and a responsive interface allow end users to drill down and find exactly the information they are seeking.


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