Banking
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 Macquarie 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
Investment Analysis
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Make banking more relevant to your customers
With Tableau you can give your customers the tools to monitor and manage their investments, including the ability to do what-if analyses to drive better decisions. Empower your customers with dashboards that are rich in data and have a few simple controls.
This dashboard allows a potential consumer to evaluate the value of an investment made in stocks in the Dow Jones Industrial Average (DJIA). By selecting their date of investment and investment value, and defining which of the Dow Jones component stocks they are interested in investing, users can immediately see their nominal gain/losses from such investment.
Use this application to evaluate whether an earlier investment would have led to a substantial gain or how your portfolio would have looked if you invested in an industry specific vs. a diversified portfolio. Users can quickly understand the basics of investments and make more educated decisions.
Fast & Flexible Reporting
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Create dynamic, transparent and centralized reports
Banks need to keep a 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.
This dashboard allows you to drill through your loan portfolio at different levels of detail to discover what is happening in your portfolio. You can dynamically select whether to summarize results based on different geographical levels (Region, State, or Branch), whether the map shows Days Outstanding or Loan Types, and whether to focus on All Loans, Paid Loans or Outstanding Loans.
Right click on any mark to generate a detailed report for that location on the next tab.
Monitor Credit Card Inventory
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Evaluate credit card usage and trends
Often, banks will have hundreds of different customer profiles and dozens of products across their credit portfolio. In order to keep losses to a minimum, bankers need to know what is happening in their portfolio at all times.
This visualization is part of a credit tracking system that allows bankers to identify problem accounts and recognize opportunities. The first tab is a view of inventory by RMS status. The user can select a code and then view average balance over time.
The second tab profiles credit usage by age group and state. Users can analyze measures like balance, number of cards, utilization and credit limit.
