Zack Szykowny, Manager of the Center for Advanced Tax Technology
RSM
Enhance operational efficiency. Strengthen risk management. Accelerate innovation. Financial services demand precision and insight, and that starts with the right analytics tools. Empower your team with trusted, intuitive solutions for data preparation and automated analytics, so you can focus on driving smarter financial decisions.
Annie is your AI agent for all things data and analytics. Ask questions, work through challenges, and see how teams get results with Alteryx in a live conversation.
Lower financial risk and increase revenue by automating credit acceptance processes with predictive analytics and fraud detection models. Integrate data from multiple systems with code-free workflows to increase productivity.
Automated data prep and data cleansing for financial services enable a proactive regulatory quality assurance process to identify issues quickly and reduce risk. Easily adaptable workflows provide the agility needed to respond to changing and complex regulatory environments.
Seamless integration using data connectors helps non-technical users gain easy access to Jira data and automate ideation and creation for thousands of projects. This financial services analytics solution saves over 200 hours per week and drives innovation across the organization.
We're saving our tax teams hundreds of hours and letting them just focus on their analysis. And we’re getting rid of that human error – that's the beauty of automation.
Zack Szykowny, Manager of the Center for Advanced Tax Technology
RSM
We wanted a solution that would save us time, reduce human error and improve accuracy.
Batool Madanat, Business Performance Analyst
Bank al Etihad
This powerful automation transformed what used to be hours of intricate manual work into an efficient process. The improvement has not only unlocked invaluable time for our team but has also infused consistency into every aspect of our process.
Juliana Maia, Senior Manager of Tax Technology
Baker Tilly
Service Partners
Blending Multiple Data Sources
Leverage data from various disparate systems, sources and data structures to make more impactful decisions based on all your data.
Repeatable Workflows
Eliminate repetitive, manual spreadsheet processes by creating automated processes that update dynamically as data changes, thus reducing the repetitive manual processes of excel.
Data Automation & Scheduling
Speed up the time to insights and decisions by automating and scheduling the analytic processes to run on a scheduled basis, freeing up your time to work on more strategic initiatives for your financial services business.
Improved Accuracy
Reduce manual errors and risk from manual processes while increasing accuracy with automated analytics and reports.
Auditable Process
Quickly and easily view an Alteryx workflow to gain insight into how the data has changed and what is taking place within each step of the analytics process.
Generative AI makes Alteryx analytics tools easier to use and your financial services data easier to understand. We couple generative AI with other AI models to surface meaningful insights in your data while minimizing the dependence on prompt construction and visualization design skills.