Nagler & Company is your partner for a successful implementation of Tableau in the financial sector. Due to our many years of experience in the financial industry, we know the industry-specific requirements. We have already supported our customers in numerous projects in the implementation of BI tools in the banking environment.

Our team has the necessary knowledge to implement Tableau in the financial sector:

  • Banking expertise
  • Knowledge of the special regulatory requirements (IT infrastructure, data governance, reporting requirements)
  • Understanding regarding the modeling of the data basis
  • Tableau certifications

In addition to technical expertise and system implementation, we offer professional project management that plans, controls and monitors extensive tasks efficiently, reliably and on time.

Why BI solutions in the banking environment?

Due to increasing regulatory requirements and the resulting challenge of being able to provide meaningful information on various issues within a very short time, a growing number of banks are starting initiatives to introduce self-service BI solutions. With the help of these tools, department employees can independently perform data analyzes and create ad hoc reports. Such short-term inquiries can generally not be represented using standard IT processes.

Why Tableau?

With its software of the same name, Tableau has established itself as one of the market leaders in the rapidly growing self-service BI market. Today, more than 86,000 customers use Tableau products and benefit from intuitive visual analyzes, interactive dashboards and versatile options for ad hoc analyzes. From data processing to analysis and visualization to the publication of reports, Tableau offers a comprehensive range of products. In the banking environment, Tableau is predestined for use in ad hoc reporting, but is not limited to it. Because of its interactive report usage (filtering, sorting, drill-down), Tableau also offers a high degree of efficiency and flexibility as a standard reporting front-end.

Implementation challenges:

Due to special regulatory requirements, there are special challenges in the banking environment. Starting with strict specifications in the software selection process, through data governance regarding test and production data, to a high level of complexity in authorization management. Our team knows the industry-specific requirements and can support your implementation of Tableau.

Our performance:

We accompany you during the introduction of Tableau. From the initial analysis to the commissioning of customized reports. We also organize workshops and individual training courses at our locations or at your location.