Summer 2026 Release Webinar (Sept. 24): See how to build a trusted business logic layer for AI with clear ROI. Register Now
Alteryx Virtual Summit (Sept. 17): Bring trusted business logic into your everyday AI tools. Register Now
Announcing Alteryx One Summer 2026 Release: Governed analytics anywhere work happens. Explore Now
Alteryx on Tour is here: Experience the power of agentic analytics in a city near you. Find a City
Introducing Agent Studio: Transform your business logic and data into conversational insights. Learn More
Generic Resource Tile 9
DATA SHEET

Rewriting the Financial Services Playbook: Moving from Spreadsheets to Automated Analytics

Regulators are increasing scrutiny on spreadsheet-heavy processes across financial services.

Discover how Alteryx, in partnership with NextWave, helps banks and insurers replace fragile manual workflows with governed, scalable analytics automation – faster and with measurable impact.

Download the guide.

 

Recommended Resources

 
Customer Story
Ayvens Bank Accelerates Month-End Close with Alteryx
Discover how Ayvens Bank automated its month-end close with Alteryx, replacing manual reporting processes with scalable, trusted workflows that save time, improve accuracy, and support finance analytics across the organization.
  • Data Analytics
  • Finance
  • Financial Services
Learn More
 
Analyst Report
Paving the Path to AI-Fueled Business in Financial Services
  • Financial Services
Read Now
 
Starter Kit / Template
Tax PDF Data Extraction and Normalization

This Starter Kit helps tax teams extract data from tax PDFs by reconstructing tables, normalizing fields, and flagging low-confidence outputs.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Unstructured Invoice Intake and Structuring Starter Kit

This starter kit helps AP teams handle invoices from emails, PDFs, and scans by parsing fields and producing structured records.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Transfer Pricing Documentation Support Starter Kit

This Starter Kit helps tax teams produce transfer pricing documentation by linking intercompany transactions, comparables, and evidence.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
E-Book
5 Workflows P&C Insurers Can Automate in a Week
Learn how P&C insurers can use Alteryx to automate five high-impact workflows to reduce manual effort, improve accuracy, and act faster with trusted data.
  • Financial Services
Read Now