The Tableau Platform

Juan Camilo Gallo, Strategic Account ManagerFernando Villanueva, Sr. Sales Consultant Jim Doyle, Partner SSI

SMART SOLUTIONS INTERNATIONAL – ¿ QUIÉNES SOMOS ?

• COMPAÑÍA PRIVADA

• FUNDADA EN 1995

• OFFICINAS EN PUERTO RICO, US Y CANADÁ

• TABLEAU PARTNER PARA PUERTO RICO Y DR

• BLACKLINE GOLD PARTNER (CARIBE & LATAM.)

• INFOR GOLD PARTNER

• PROACTIS GOLD PARTNER

• AMPLIA PRESENCIA EN SECTOR PRIVADO

• ADMINISTRACIÓN DE FINANZAS PÚBLICAS

• CLIENTES EN 11+ PAÍSES

• Intro

• Tableau Platform

• Demo

• Evaluacion Guiada

• Guia de Implementacion

• Q&A

Agenda

We help see and understand datapeople

We are innovators

95% of Fortune 500 Financial Services OrganizationsOver 90% of the largest 50 global banks and 25 insurers

Our

Customers

Creative Users

IT Enabled Environment

Collaborative Teams

Empowered Enterprise

Enablement, Adoption and Ongoing Value

Individual Analyst

5.4

Gain insights into compliance practices across the entire organization and ensure timely and accurate reporting.

Operate efficiently and cost effectively across the enterprise without sacrificing service.

Improve customer experience and engagement by leveraging data-driven insights to identify the appropriate personalized interaction.

Prevent, identify and mitigate risk by using analytics for exposure management and oversight.

Driving Business Value with Data and Analytics in Financial Services

TableauSolutions

Paper - Four traits of a data-driven financial services organization

Reinvent, Reimagine, and Rethink Financial Services with Data

Drive Revenue Growth

• Reducing churn / improving retention

• Identifying cross/up sell opportunities

• Acquiring new customers

• Winning back valued customers

• Increasing share of wallet

• Improving customer satisfaction

Proactively Manage Risk

• Credit Risk

• Fraud and Financial Crimes

• Loan Default and Analysis

• Credit Card

• Underwriting

• Fund Selection / Performance

• Asset and Portfolio Risk

• Product Profitability

• Market Risk

Identify Operational Efficiencies

• Onboarding

• Contact Center

• Underwriting

• Pricing

• Investment Portfolio Analysis

• Trading

• Branch/Agent management

• Sales Area planning

• Claims

Ensure Regulatory Compliance

• AML

• CCAR

• GDPR

• Basel

• FRTB

• Dodd-Frank

• MIFIDII

• Fiduciary Rule

• KYC

• Basel

• PSD2

• NAIC

• ORSA

• AND MANY MORE

The Tableau Platform

Powerful analytics that drive business value

Fast adoption at scale across all skill sets

Flexibility to leverage existing technology investments

Mission critical

Powerful analytics that drive business value

• Unlimited analytics for deeper understanding

• Advanced analytics

• Speed to insight

Shaping the customer experience with self-service analytics

• Marketing analyzes the customer journey which influences products and optimal targeting

• Branch Managers analyze data to support a stronger customer banking experience

• Evaluates customer relationship worth by using Tableau to aggregate data like products, marketing and service touch points across lines of business

• Operations looks at customer journey analytics to understand process breaks to understand process breaks to see why and where customers abandon an action

• Over 5,300+ retail branches prospect for new customer acquisition

“We put Tableau on our robust customer data sets…to quickly ask questions like ‘how many customers have a Freedom and a checking accounts and use the mobile wallet?”

JASON MACK, DIRECTOR OF ANALYTICS

“

Better understanding customers with Tableau

• Improved strategy, product development and marketing

• Increased customer service responsiveness

• Gained the ability to look at data from multiple sources like customer satisfaction, demographics, and behaviors

• Conducting root cause analysis of complaints

• Identify trends for proactive management

“Before Tableau, we were talking a day or two turnaround per question. Now I can sit with my laptop in a meeting and answer questions on 20 million rows of data basically on the fly.”

Peter Gilks, Senior Insight Analyst

Fast adoption at scale across all skill sets

• Intuitive and easy to use

• Immediate value to all types of users

Doubling users to over 12,000 within 18 months

• Adoption of self-service analytics drove a transformation that provided Tableau licenses to all departments that wanted to see and understand their data

• Governing enterprise BI adoption through a Center of Excellence dedicated to setting up secure data sources for self-service

• Established an internal user group and community page for sharing of best practices, dashboard showcases, and interaction with Tableau experts

“The exponential growth in Tableau adoption requires us to rethink our capacity planning and support model. We developed an approach that supports both the experienced analysts as well as novice business users, advancing our data-driven culture.“ANDREW SALESY, GLOBAL DATA OFFICER

“

Optimizing new product introductions with millions in new revenue

• Improved analysis and collaboration on new product introductions with product managers, business development and marketing

• Gained the ability to extract customer buying patterns by region

• Introduced local products to meet regional market demand with an estimated impact of $5 million in new revenue

Cuts mortgage processing in half while optimizing marketing ROI

• Lowered mortgage processing time from 40 days to under 21 through identifying bottlenecks, leveraging best practices and regional comparisons

• Optimized marketing ROI by identifying where marketing channel leads are originating and the conversion rates by channel

• Achieved a 47% enterprise adoption rate in first 12 months

“Our journey with Tableau has been remarkable. About 70% of First Tech's employee base is using Tableau dashboards on a day-to-day basis to drive their business. All First Tech business users are able to use Tableau and are not limited in any way.”

Naveen Jain, Vice President, Digital Analytics

Leverage existing technology investments

• Designed to fit, not dictate

• Extract value from existing investments

• Flex to meet changing requirements

Saves $2.1 million in financial regulatory auditing within 12 months of implementation

• Increased accuracy and confidence in financial regulatory compliance by enabling 100% audit versus 25% historically

• Automated the function and significantly improved operational efficiency

Mission critical

• Breadth and depth of enterprise capabilities

• Extend existing security protocols

• Governance that doesn’t restrict the business

Creates a single source of truth for 2,000+ corporate bankers

• Automated 80% of manual reporting tasks

• Created single source of the truth for all relationship managers and reduces business errors

• Reduced 400-page reports to a single fully interactive dashboard

“Now we know that everyone is looking at the same information, eliminating a significant amount of uncertainty and enabling much better decision making.”

“With Tableau, around 80% of the services we conduct for the organisation now involve automation, Not only does this save a great deal of time for those involved in reporting processes, but by automating so many reporting activities, it liberates our team to create new analytics services that can benefit the whole organisation.”

David Henriques, Head of Analytics Consulting and Data Lab, BNP Paribas

Flexibility and Choice

Authentication LOCAL | ACTIVE DIRECTORY | SAML/KERBEROS/OPENID | TRUSTED TICKETS

Authorization SITE ROLE | DEFAULT & CUSTOM PERMISSIONS | INHERTITANCE & OVERRIDE

Data Security DATABASE USER & SERVICE ACCOUNT | CONTENT PERMISSIONS | TDE BINARY

Network Security CLIENT-SERVER SSL | DATABASE DRIVERS | STRINGENT TRUST MODEL

Compliance SARBANES-OXLEY | SOC 2 REPORT | EU-US PRIVACY SHIELD

Security & Compliance

Leverage existing technology standards to securely manage the platform

The Tableau

Platform

Governance

Centralized data sources

Certification

Permissions

Usage Analysis

Conectando Datos

• Uniones nativas

• Horario de Actualización (si no es en tiempo real)

• Jerarquías de Campos

• Cálculos

• Permisos/ Seguridad

Conexiones Pre-Construidas con:

We are leaders

“ “ “

“ “

A leader in the Gartner Magic

Quadrant for BI & Analytics six years in a row

The modern BI market leader”

“ The gold standard for visual exploration”

“ Leader ininnovation”

“

52% of customers consider Tableau as ‘the’ enterprise standard”

“ Enables people to drive business results”

“

A complete user experience delivers lower TCO

Microsoft Power BI has 29% higher TCO than Tableau

1. Fintechs

2. Non-traditional competitors

3. Mobility and Digitalization

4. Regulation

5. Emerging technologies

… which lead to driving revenue growth by enhancing the customer experience

Today’s Banking Challenges

“For 2018 and beyond, banks must contend with multiple challenges tied to regulations, legacy systems, disruptive models and technologies, new competitors, and a restive customer base while pursuing new strategies for sustainable growth. “

- Deloitte 2018 Banking Industry Outlook

Drive Revenue Growth by Visualizing Your Customer

Opportunity Examples

Reduce churn / improve retentionIdentify at-risk customers by monitoring customer activity

Identify cross/up sell opportunities Determine a personalized next most likely product

Acquire new customers Monitor and measure the results of targeted marketing campaigns

Increase share of walletCreate a 360o Customer Dashboard to provide a complete view to front line personnel

Improve customer satisfactionAnalyze the customer journey and experience across all channels

Deliver actionable customer insights and provide the best customer experience by identifying actionable next steps to grow the business.

Visualizing Customer Insights with TableauThe Banking Insights Dashboard provides users the ability identify cross-sell and upsell opportunities, as well as at risk customers to target for retention marketing campaigns. It provides high level KPIs, a demographic breakdown, and a scatter plot of expected vs actual share of wallet or assets with the bank.