Financial Services

Financial Services Analytics 

Solve any financial services analytics business problem 

Develop an analytics strategy that identifies new opportunities to increase revenue, improve efficiencies and reduce risk. Automate repetitive analytic processes and deploy predictive models with or without coding.

Automate Your Analytics  

With automated analytics, financial services professionals can identify new opportunities, reduce churn, more easily comply with regulations, and meet ESG criteria.
  • Develop personalized offerings for customers and reduce churn
  • Mitigate risk and ensure personal data is governed and protected
  • Establish an analytics strategy and maintain a single source for collaborative cross-departmental analytics efforts

Customer Stories


Standard Bank Automates Everything


NTUC Income’s Way in Overcoming Digital Disruption with Modern Analytics

financial buildings

MUFG Bank Leverages Alteryx for Global Financial Crimes Compliance

Recommended Resources


KCME Financial Webinar


Financial Services: Banking
Financial Services: Insurance
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glass building
Use Case
3 min to read

Mitigate Risk by Automating Sales and Use Tax Compliance and Reporting

Replace spreadsheets, manual labor, and duplicative tasks in sales tax reconciliation with automated workflows.

Energy & Utilities
Entertainment & Media
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people walking
Use Case
3 min to read

Automate Portions of Month-End Close Process

Reduce time in spreadsheets, automate routine calculations, and connect systems to simplify Month-End Close.

Energy & Utilities
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Transform Your Analytics

Get ready to unlock hidden insights in your data

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