Infotopics | Apps for Tableau
Infotopics | Apps for Tableau
Finance Services Solutions2024-10-25T14:02:53+01:00

Extensions for Industries

Finance services solutions.

Step into the future of financial analytics.

Seamlessly integrate & visualize real-time data, gaining valuable insights into finance trends, performance, risk & compliance. Whether you are a financial analyst, a portfolio manager, or an executive who makes critical business decisions, these innovative solutions seamlessly integrate with your Tableau environment, empowering you to uncover hidden patterns, trends, and opportunities.

Finance Industry - Apps for Tableau Products

Next level capabilities translated into solutions.

  • This is an in-depth analysis of banking loan performance across various types powered by SuperTables and PowerKPIs. The first dashboard offers detailed insights, allowing users to filter and explore key metrics like credit score, interest rates, and remaining balances. The second dashboard provides a high-level summary of loan status, trends, and borrower demographics, helping financial institutions track loan health, manage risks, and easily make data-driven decisions. It's a comprehensive solution for strategic insights and efficient loan portfolio management.

  • We understand the numerous responsibilities you manage, from leading teams to monitoring performance metrics. That's why we've developed PowerKPIs—to streamline your decision-making process and make your job easier.

  • This solution for financial statements offers dynamic dashboards for real-time monitoring, strategic resource allocation, and scenario modelling. Easily explore “What-If” scenarios, monitor financial health in real-time, and optimize resource allocation game-changing capabilities in SuperTables. Use the ShowMeMore Waterfall Chart to model various financial scenarios, from cost reductions to market expansions, making informed choices. Uncover opportunities and address risks with this solution.

Industry leaders who already experienced the power of our solutions.

Creating a Data Community

Invesco built a solution called the Greenhouse. This is a landing page in which all the reports within the company are displayed. The landing page shows the dashboards, metadata and its owner. This information prevents people from re-work or building something themselves that can already be found in a particular dashboard. It also makes it easier to navigate the various reports available and find the information you are looking for. Next to that, it sparks the curiosity of people and increases data literacy within the company.

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Invesco customer story

Filtering, sorting and drilling down

With SuperTables, the sales representatives at Reliant Funding can now work directly in Tableau, without having to extract essential data to external Excel files. One of the most significant results that Reliant Funding achieved with the extension is a shift from less than 50% to 100% adoption for the sales team. Currently, all sales representatives can use the data provided in Tableau and work with it in the way they need to complete important deals.

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Reliant Funding customer story SuperTables
Aline Leonard - Data Visualization Specialist at Fraudio

“WriteBackExtreme gives us a very good advantage compared to competitors, as we can provide our customers with dashboards that have editing functionalities”

– Aline Léonard, Data Visualization Specialist at Fraudio

Learn from real life use cases.

Vizzy

Secure on-premises solutions.

Governance and Security are one of the biggest priorities in developing Apps for Tableau Products. All our products are available as on-premises solutions and our data and user access is secured under Tableau’s governance.

Revolutionize finance data with trusted partners.

The Apps for Tableau partner network is a trusted and experienced team of consulting and reseller partners, dedicated to serving finance professionals worldwide in their native language.

Discover how finance-focused solutions can revolutionize the way you handle data, enabling you to make better-informed decisions and achieve remarkable outcomes in the finance industry. Locate a trustworthy partner and start optimizing your data-driven journey.

WorldMap Partners AFT

FAQ

Do you offer on-premises Extensions?2023-10-19T09:54:01+01:00

Absolutely, our primary deployment method for extensions is on-premises. We prioritize your data security and privacy.

Does Apps for Tableau access any of my data?2023-10-19T09:53:18+01:00

Rest assured, your data is completely secure because we never have access to your data or environment. Our solutions run locally on the computer of the client and will not send any data to Apps for Tableau. We also offer on-premises solutions which do not require any internet connection. For more info visit the Data Security page and download the whitepaper. 

Can I extend my free trial period?2023-10-19T09:52:01+01:00

Yes, if you need more time to explore more value, feel free to contact us and we will extend your trial period.

 

I have another use-case. How can I address it using these solutions?2023-10-19T09:50:43+01:00

If you have a unique use-case, our support team is here to assist you. Simply request a demo via the form on this page, and we will work with you to find a solution tailored to your needs.

Can I use a different extension in these solutions?2023-10-19T09:49:30+01:00

Yes, you can access a free trial of an alternative extension via our extension manager