Banks distinguish themselves by the quality of their service. With Tableau you can offer customers a new level of insight and stand out from the competition. Customers from RBC Wealth Management to the Macquerie Group to Fifth Third Bank use Tableau to enhance their services and understand their business. Banks use Tableau to:

• Provide web-based tools for clients and salespeople to track the value of savings and investments
• Provide what-if analysis to help clients understand the effects of changes in investment decisions
• Monitor loans and manage risk across geographies
• Dynamically produce reports on outstanding accounts that require attention

Banks need to keep steady eye on exactly what is happening at every level of the business. This is true for those who work both at the corporate level and the branch level – simple transparency allows you to see areas for improvement more clearly.

With Tableau you can create dashboards to monitor your loans sales across the country and where you can reduce risk, either by improving collections or adjusting your product mix. You can also produce reports on the fly for salespeople to identify and contact important accounts.