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Communicate Insights
Faster Using Data
Visualisation
Jordan Kight
Your Current
Challenge
Your firm has mentioned that you are looking
for a reporting stack that can provide value
quickly and easily to your internal stakeholders.
Agile & Precise Insights
With data visualization products such as Tableau,
Cognos, and PowerBI, you can uncover insights into
your data with agility and precision within minutes. You
can display your data in personalized dashboards for
multiple types of audience members, and deploy
reports to stakeholders across multiple device types
such as phones, desktops, and tablets.
Explore your personalized Wealth Management
dashboard by clicking on the image on the right.
05
190% AUM increase in the West Region
From April to May in 2011. A similar AUM
increase of 80.1% also occurred in California
during this period.
53% of all Mutual Fund Sales
Came from the Southeast region in 2011.
02
New York has the lowest FA
They contributed 2.67% of FA
across the United States in 2012.
03
3 out of top 5 advisors are Texan
They were making close to double
the average sales per seller in 2011.
28% of all Mutual Fund AUM
Came from Florida in 2011.
06
40% of your top 10 advisors
Specialize in Fixed Annuities and were
amongst the highest contributors of new
net money in 2011.
Insights
01 04
Recommendations
Understand differences
Between regions, states, and even
periods on financial product choices.
02
Identify your top sellers
To understand what allows them to succeed
and to replicate behaviors across other
sellers.
03
Concentrate your efforts
On areas that are consistently bringing in
sales, additional AUM, and new net money.
01
Use Tableau
To identify and communicate trends to your
internal stakeholders, with precision and
agility.
04
Tableau Products
Tableau D es k top Tableau Server Tableau Online
• Excel
• Text File
• Amazon Redshift
• Apache Drill
• Cloudera Hadoop
• Firebird
• Google Analytics
• IBM DB2
• Microsoft SQL Server
• Oracle
• PostgreSQL
• Salesforce
• SAP HANA
• Spark SQL
• Web Data Connector
• 55 other data types
C onnect t o your dat a
Tableau
Server
Export
Tableau
Reader
Ta b l e a u D e s k t o p
• Create / Author
• Analyze
D i s t r i b u t eC o n n e c t
Tableau Data Distribution
Your
Data

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Communicate Insights Faster Using Data Visualisation

  • 1. Communicate Insights Faster Using Data Visualisation Jordan Kight
  • 2. Your Current Challenge Your firm has mentioned that you are looking for a reporting stack that can provide value quickly and easily to your internal stakeholders.
  • 3. Agile & Precise Insights With data visualization products such as Tableau, Cognos, and PowerBI, you can uncover insights into your data with agility and precision within minutes. You can display your data in personalized dashboards for multiple types of audience members, and deploy reports to stakeholders across multiple device types such as phones, desktops, and tablets. Explore your personalized Wealth Management dashboard by clicking on the image on the right.
  • 4. 05 190% AUM increase in the West Region From April to May in 2011. A similar AUM increase of 80.1% also occurred in California during this period. 53% of all Mutual Fund Sales Came from the Southeast region in 2011. 02 New York has the lowest FA They contributed 2.67% of FA across the United States in 2012. 03 3 out of top 5 advisors are Texan They were making close to double the average sales per seller in 2011. 28% of all Mutual Fund AUM Came from Florida in 2011. 06 40% of your top 10 advisors Specialize in Fixed Annuities and were amongst the highest contributors of new net money in 2011. Insights 01 04
  • 5. Recommendations Understand differences Between regions, states, and even periods on financial product choices. 02 Identify your top sellers To understand what allows them to succeed and to replicate behaviors across other sellers. 03 Concentrate your efforts On areas that are consistently bringing in sales, additional AUM, and new net money. 01 Use Tableau To identify and communicate trends to your internal stakeholders, with precision and agility. 04
  • 6. Tableau Products Tableau D es k top Tableau Server Tableau Online • Excel • Text File • Amazon Redshift • Apache Drill • Cloudera Hadoop • Firebird • Google Analytics • IBM DB2 • Microsoft SQL Server • Oracle • PostgreSQL • Salesforce • SAP HANA • Spark SQL • Web Data Connector • 55 other data types C onnect t o your dat a
  • 7. Tableau Server Export Tableau Reader Ta b l e a u D e s k t o p • Create / Author • Analyze D i s t r i b u t eC o n n e c t Tableau Data Distribution Your Data