Banking, Capital Markets, and Asset Management Analytics

Visualize a better banking customer journey

Financial institutions across the globe use BI and Analytics 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 is being rapidly deployed today to pinpoint where your institution is most at risk, in areas such as Loans and Credit Cards who pose the highest risk of default.

Banking Priorities

Top Priorities for Analytics among Bankers:

  • Improving sales results

  • Improving customer relationships  and

       service results

  • Cost reduction

  • Regulatory compliance

  • Fraud/risk management

 

Understanding your customer is key to every Financial Institution's success. Gaining fast and accurate insights into the products and services that your customers use and how you could cross sell to them is made a lot easier with Tableau

Customer Insights

  • Channel Performance Analysis

  • Customer Account Risk Analysis

  • Account Distribution Analysis

  • Customer Retention Analysis

  • Customer Attrition Analysis

  • UpSell/CrossSell Analysis

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