Tableau Financial Services - Locus IT Services
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Tableau Financial Services

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Tableau Financial Services

Tableau Financial Services helps people transform data into actionable insights. Explore with limitless visual analytics. Building dashboards and performing ad hoc analyses in just a few clicks.

Sharing your work with anyone and making an impact on your business. From global enterprises to the early-stage startups and small businesses, people everywhere use Tableau to see and understand their data.

In the face of technological advances including IoT, fintech, and AI, the business of financial services continues to evolve. Employees are expected to not only make sense of the big data sources, but to be able to communicate insights across various teams.

The pace of the business is only getting faster and organizations are finding smarter, more efficient ways to analyze data, driving results and creating a better customer experience.

Technological advances are disrupting the financial services and the banking industries, leading to an influx of big data. With this data, the institutions have the opportunity to evolve processes, cut costs, and deliver a better customer experience. But leveraging this opportunity requires a solid analytics strategy that empowers the employees to explore and share data.

  • The Financial institutions across the globe 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 the dynamic reports with live data.
  • Cross-portfolio visibility helps you identify the trends and risks company-wide and uncover relationships inside your business, so you can react faster and reap the rewards.

Emerging technologies like artificial intelligence (AI) and machine learning have led financial services organizations to evolve. In the face of these disruptions, the companies leverage massive volumes of data to transform processes and differentiate themselves from the competition.

Tableau Financial Services Analytics

Finance teams use Tableau to make a bigger impact with their time and the resources. Easily bring your data together, efficiently provide the analysis and reporting, and securely share the information that fuels your business’s strategy. Tableau delivers powerful analytics that small businesses and large enterprises need on a flexible and governed platform IT trusts.

Tableau Financial Services gives your agency access to all of its data. Meaning full visibility into the agency spending: what’s being collected in revenues and from what sources and what’s being spent, where, and on which programs and services. Tableau Financial Services helps financial analysts:

  • Quickly aggregate the data from multiple financial and purchasing systems.
  • Format and present the financial data from across the agency.
  • Visualize data with simple, intuitive interfaces.
  • Having confidence that everyone is viewing the same figures.
  • Ensure data integrity.

Insurance Analytics

  • Policies.
  • Premiums.
  • Claims.
  • Payouts.

In the insurance world, every transaction is a data point ripe for the analysis and action. Tableau Financial Services makes visual insurance analytics available to anyone in your insurance company. Complex insurance data-sets are no problem for Tableau, making it possible to explore in real time and react to change faster.

To drive effective strategy around growth, risk management, operations, and compliance, companies must have a scalable analytics strategy that empowers people to engage with data and identify opportunities for efficiency improvements.

Tableau for Banking

Help out the customers more and your bottom line with rich data insights. When you comprehend the customer journey, you can deliver the innovative products and services your customers expect. Data analytics is the key.

Under banking, delivering a superior customer experience is the result of understanding the customer. From a visit to the branch loan officer, to an app-enabled digital deposit, every touch-point generates data, and cumulatively, that data reveals a lot about what matters to your customers.

Every customer touch-point generates data and that data reveals a lot about what matters to your customer. In a world filled with data, it is critical for the financial institutions to ensure those that need to interpret the data, derive clear understanding and actionable insight.

The Natural language generation (NLG) is making it easier than ever to augment data and provide contextual and personalized understanding of your data. Locus IT offers the most comprehensive Financial Services Analytics training and support that is in line with the industry requirements. We also provide Financial Analytics staffing and Financial Analytics migration. For more information please contact us.

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