Tableau for industries
Banking analytics
Improve customer experience and manage risk with data-driven insights
Empower digital transformation in banking
Learn how leading financial services organisations like Credit Suisse, KeyBank, RBC Wealth Management and Progressive use analytics to stay competitive, empower their teams and meet ever-changing customer expectations.
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Charles Schwab’s democratised, data-driven culture
Learn how Charles Schwab delivers on its core values of trust, innovation, teamwork and stewardship by making decisions with analytics in Tableau.
This reporting is changing how they manage their branches. Branch managers now have the visibility to really build strategic plans and provide enhanced coaching to help the financial consultants and ultimately help our clients.
Digital transformation at KeyBank integrates people, processes and data
KeyBank leverages Tableau’s leading analytics platform to drive differentiated customer experiences and business resilience across its organisation.
JPMorgan Chase is paving the way for sustainability
Learn how JPMC sets itself apart as a leader in environmental practices, empowering clients to reduce their carbon footprint using analytics.
St. Mary’s Bank saves time with automated reporting
See how St. Mary’s Bank uses Tableau to inform decisions that improve customer service, asset management and operations performance.
Solutions
Featured solution
Transform financial services contact centres with data
How can you use data to differentiate your contact centre? Learn four strategies that will help you transform your service organisation with analytics.
Products and
use cases
Jump-start analysis with Tableau Accelerators
Get expert-built dashboards to address banking-specific business needs with Accelerators on the Tableau Exchange.
Explore acceleratorsFinancial services webinars
Tableau Partner Network
Need help solving your toughest data challenges? We’ve got you. With more than 1,200 partners – including resellers, services and technology – it’s easy to get the right support for your business.
Find a partnerVisualise banking data
Contact centre performance
Track performance of contact centres from service levels to average response time, customer satisfaction and first call resolution. View agent, manager and executive-level insights to drive customer and contact centre success.
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Banking – Customer insights
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.
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Salesforce and Tableau
A complete intelligence platform built on the world’s #1 CRM, Salesforce, CRM Analytics offers banking institutions a native analytics experience. To boost productivity, Salesforce users can surface intelligent, actionable insights – right within their workflow. Explore Salesforce solutions for banking.
