Financial Services

Improve Operational Efficiency for Higher Margins

The financial services industry has changed forever. Recovery from the financial crisis has not come easy — capital requirements are higher, regulatory oversight is tighter, and customers are savvier. To rebuild customer trust and ensure continued profitability with balanced portfolio risk, financial services analysts need deeper operational insight, and a near-perfect understanding of their customers and prospects.

Alteryx provides financial services institutions deeper insights through fast data preparation and blending, easy-to-use analytics, and simple ways to share analytics with decision makers. With Alteryx, you can:

  • Access and blend all your data, structured and unstructured, to get one unified picture of the customer
  • Build analytical models quickly in a drag-and-drop environment to calculate the risk and profitability potential of an asset, a customer, or a location
  • Provide analytic results to front-line personnel in time to empower decision-making

All of this is delivered in a repeatable workflow that helps maintain the transparency and consistency required for regulatory compliance.


Retail Banks + Credit Unions

Apply customer insight to offer relevant products and services, assess risk, and improve customer experience across channels. Utilize location intelligence to determine market potential, optimize branch and ATM networks, and improve cash management. Maintaining an auditory trail means you also achieve compliance.


Capital Markets

Segment and service clients by profitability and lifetime value, fine-tune your advisor network to ensure optimal market coverage, and calculate the risk and profitability potential of assets and locations, to balance your risk-reward profile. Being able to document the decision process means you maintain auditory transparency.



Calculate policy risk and predict future claims to optimize pricing, segment policy holders by claims and profitability potential to identify cross-sell/upsell targets, and assess local markets to maximize franchise development and dealer network expansion opportunities, ahead of competition.

Recommended for You

Content loader