Tableau for industries
Wealth and asset management analytics
Protect and grow client investments, augment advisor performance, and manage risks and compliance with Tableau
Empower customer financial success through wealth and asset management analytics
Find out how Morgan Stanley uses Tableau to track customer actions and interests, personalise client experiences and help customers achieve their financial goals.
Watch now
Vanguard Charitable optimises strategic grant making, cuts manual reporting by 50%
Learn how Vanguard Charitable optimised strategic grant-making and cut manual reporting by 50 percent with Tableau.
Tableau has become part of our DNA. We leverage Salesforce to track what customers are responding to – and it all goes into a single source of truth. We use Tableau as a vehicle to look at those insights, personalise experiences for our clients and make better choices on their behalf.
JPMorgan Chase enables self-service analytics, keeping up with rapid industry changes
Read how JPMC enabled self-service analytics in a highly regulated space with data governance to 30,000 end users.
RBC Wealth Management enriches client experience with CRM Analytics
Learn how RBC Wealth Management is unlocking the full power of Salesforce and Tableau to drive data transformation, provide an enhanced customer experience and build a culture of empowerment across its business.
Broadridge Financial Solutions integrates Tableau with investment management data warehouse
See how Broadridge delivers enhanced, self-service analytics and visualisation capabilities to its investment management clients.
Additional
resources
Solutions
Featured solution
Empowering advisors
How can you effectively grow client relationships? Tableau empowers you to unify and personalise customer experiences, generate faster insights, and optimise campaigns with data-first enterprise solutions.
Products and
use cases
Jump-start analysis with Tableau Accelerators
Get expert-built dashboards to address wealth management-specific business needs with Accelerators on the Tableau Exchange.
Explore acceleratorsEvents for wealth management
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 wealth management data
Financial services: Wealth management dashboard
Get a holistic view of front-office activities for a wealth management organisation. Visualise key KPIs to maximise AUM and company performance along with actionable client insights.
Explore the viz
Wealth management asset evaluation
Access powerful analytics to help you evaluate assets under management and overall portfolio performance. View top advisors, top funds, key market data and much more – all in a single view.
Explore the viz
Salesforce and Tableau
A complete intelligence platform built on the world’s #1 CRM, Salesforce, CRM Analytics offers wealth management companies a native analytics experience. To boost productivity, Salesforce users can surface intelligent, actionable insights – right within their workflow. Explore Salesforce solutions for wealth management.
