Solutions

Financial Analytics

Break Free From the Limitations of Spreadsheets

Go beyond the spreadsheet and the custom finance database with Alteryx for financial analytics. Bring together all the data needed for financial analysis and reporting, wherever it resides: in cloud ERPs, CRM systems, or even a financial analyst’s spreadsheet. Unify customer and employee lifetime value analysis while meeting the ever increasing demand for financial analysis.

  • Unify financial data from any operational system without a long integration project
  • Drive financial planning, forecasting, and process improvements with easy to use analytics
  • Accelerate corporate and regulatory analysis with a single process for end-to-end data blending and analysis

Related Resources

Analytic Template for Banking and Financial Service

Analytic Template for Banking and Financial Services

Boost conventional methods for understanding the analytic possibilities in banking and financial services including survey parsing, fraud ring detection, marketing effectiveness, next gen currency marketplace, portfolio value at risk estimation, retail credit scoring, SEC filings, and sovereign debt forecasting.

Analytics Templates

Alteryx, Bardess, and Qlik: Creating Disruptive Insights in Financial Services

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Alteryx Your Financial Operations: 9 Major Finance Operations Modernized with Analytics

Alteryx Your Financial Operations: 9 Major Finance Operations Modernized with Analytics

Under the Office of the CFO, critical analytical functions often operate with the same processes used in 1985. There’s a better way. Modernize your analytic approach to gain actionable insight and achieve insane efficiency at scale— good for you, the team, and the business.

Alteryx Designer
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