Visual analytics platform featuring interactive dashboards, customer segmentation analysis, risk assessment, product performance tracking, and branch analytics. Includes regulatory reporting capabilities, trend analysis, and data visualization optimized for banking applications.
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Solutions for analyzing customer data to gain insights into behavior, preferences, and opportunities for engagement.
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Multi-Source Data Connectivity Ability to connect and import data from diverse sources such as core banking systems, CRM, social media, transaction databases, etc. |
Tableau supports connections to diverse sources including core banking systems, CRM, and cloud data; numerous connectors and integrations are available. | |
Real-time Data Ingestion Capability to process and analyze data as it is generated, minimizing delays. |
Tableau offers real-time data ingestion when paired with real-time data sources and live connections; frequently cited as a key capability in its documentation. | |
Batch Data Processing Support for larger scheduled imports of data sets. |
Supports scheduled batch imports via Tableau Prep and extract refreshes. | |
APIs for Data Access Availability of APIs to facilitate integration with external or custom data sources. |
Provides REST APIs, JavaScript APIs, and Web Data Connectors for external data access and integration. | |
Automated Data Quality Checks System can automatically detect duplicates and errors in imported data. |
Automated data quality checks (duplicates/errors) available through Tableau Prep and data management features. | |
ETL (Extract, Transform, Load) Capabilities Includes built-in ETL tools to prepare and transform data for analysis. |
Tableau Prep provides ETL (Extract, Transform, Load) functionality. | |
Data Volume Capacity Maximum volume of data that can be integrated and processed efficiently. |
No information available | |
Data Refresh Rate Frequency at which data can be updated in the analytical system. |
No information available | |
Data Validation Rules Pre-built and customizable data validation rules. |
Tableau supports custom data validation via calculated fields, Tableau Prep custom rules, and Data Management. | |
Encryption During Data Transfer Ensures data is encrypted during transfer between systems. |
Encryption is supported for data in transit (HTTPS/SSL) per Tableau security documentation. |
Demographic Segmentation Segment customers based on demographic information such as age, income, occupation, etc. |
Tableau allows demographic segmentation through data visualization of age, income, occupation, and more if data is provided. | |
Behavioral Segmentation Identify customer groups based on transaction patterns and behavior. |
Behavioral segmentation analysis supported via flexible grouping/filters and clustering analytics. | |
Custom Segment Creation Users can define and create custom segments with multiple filters and logic. |
Users can create custom segments and filters by combining multiple fields and logic. | |
AI-driven Segmentation Uses AI/ML algorithms to automatically discover and suggest segments. |
AI-driven segmentation is available through Tableau's integration with Einstein Analytics (Salesforce AI) and clustering functionality. | |
Number of Segments Supported Maximum number of customer segments the system can handle simultaneously. |
No information available | |
Loyalty and Profitability Segmentation Classifies customers based on loyalty or profitability scores. |
Loyalty/profitability segmentation is available through custom calculation of scores and visualization, depending on data model. | |
Segment Overlap Analysis Ability to identify and analyze overlapping members of different segments. |
No information available | |
Dynamic Segment Updates Segments are automatically refreshed based on new data. |
Dynamic segment updates possible through scheduled data refreshes and live connections, updating segment assignments automatically. | |
Segment-driven Targeting Tools Enables marketing or outreach based on segment membership. |
Segment-driven targeting supported through integration with marketing platforms (e.g., Salesforce Marketing Cloud); segments can be used to generate target lists. | |
Visualization of Segments Graphical representation and dashboarding of customer segments. |
Tableau excels in graphical representation, including visualizing customer segments through charts, highlights, and dashboards. |
Predictive Analytics Capability to predict customer behaviors such as churn or product interest using advanced models. |
Predictive analytics is possible via Tableau's integration with R, Python, and Einstein Discovery add-on for churn and product propensity models. | |
Machine Learning Model Support Supports training, deployment, and use of machine learning models on customer data. |
Supports external ML models (Python, R integration) and with Salesforce Einstein for end-to-end ML workflows. | |
Customer Lifetime Value (CLV) Calculation Calculates the expected lifetime value of each customer. |
CLV can be calculated if relevant data is modeled in Tableau; calculation logic can be implemented via calculated fields. | |
Attrition/Churn Prediction Uses analytics to forecast which customers are at risk of leaving. |
Attrition/churn prediction available through add-on analytics (Tableau + Einstein Discovery); otherwise, formulas can be created with historical data. | |
Next Best Action Recommendations Suggests optimal follow-up actions for each customer based on data. |
Next Best Action recommendations can be visualized or delivered if integrated with Salesforce Einstein or other AI engines. | |
Propensity Modeling Models to estimate a customer's likelihood to buy or use a particular product. |
Propensity models can be consumed and visualized; external model outputs can be integrated or built with Tableau's advanced analytics connectors. | |
Sentiment Analysis Analyzes and reports on customer sentiment from multiple data points such as feedback, calls, or social media. |
No information available | |
Custom Analytics Models Users can upload or define their own mathematical/statistical models. |
Users can define custom analytics models either through calculated fields or integration with R/Python. | |
Speed of Analytics Processing Average time taken to run predefined analytical models on the full customer dataset. |
No information available | |
Scenario Analysis Tools Test the impact of potential strategies or market conditions on customer analytics. |
Scenario analysis available via parameter-driven dashboards and what-if analysis through visual controls and data blending. |
Interactive Dashboards Customizable dashboards with drill-down capability. |
Tableau is known for customizable, interactive dashboards with drill-down capability. | |
Exportable Reports Allows users to export reports in various formats (PDF, Excel, etc.). |
Supports export to PDF, Excel, PowerPoint, image, CSV, and others. | |
Scheduled Reports Automatic generation and delivery of reports at regular intervals. |
Scheduled reporting enabled via Tableau Server/Cloud subscription and email features. | |
Role-based Report Access Control which users have access to which reports. |
Role-based access available through Tableau's permission system for reports and dashboards. | |
Custom Dashboard Templates Build and reuse dashboard designs across projects. |
Custom dashboard templates can be created and reused as workbook files. | |
Visualization Types Supported Number of different visualization types (charts, graphs, heatmaps, etc.) available. |
No information available | |
Ad-hoc Query Builder Create custom queries on customer data without coding. |
Ad-hoc query builder supported with drag-and-drop and calculated fields. | |
Drill-down Capabilities View granular details from summaries within reports and dashboards. |
Drill-down functionality is built-in to Tableau's interactive dashboards. | |
Automated Insights System automatically surfaces interesting trends, anomalies, or patterns. |
Automated insights surfaced via Explain Data and Data Story features. | |
Sharing & Collaboration Tools Features for sharing dashboards and collaborating on reports. |
Sharing and collaboration explicitly supported via Tableau Server/Cloud, with the ability to share and comment on dashboards. |
Personalized Offer Generation Automatically creates and delivers personalized offers based on analytics. |
No information available | |
Real-time Recommendations Generates recommendations for customers in real time based on their behavior. |
No information available | |
Multi-channel Personalization Supports personalization across channels (email, app, web, SMS, etc.). |
Multi-channel personalization possible when integrated with Salesforce and other marketing platforms, supporting web, email, app analytics. | |
A/B Test Management Supports running A/B tests to optimize recommendations and personalization strategies. |
No information available | |
Recommendation Algorithm Selection Allows administrators to choose from multiple algorithms (collaborative filtering, content-based, etc.). |
No information available | |
Personalization Rule Engine Lets users set business rules to govern personalization tactics. |
Users can set business rules for personalization via calculated fields and parameterized dashboards. | |
User Profile Enrichment Ability to augment customer profiles with external and behavioral data. |
User profile enrichment is feasible by blending multiple data sources including external behavioral data. | |
Personalization Performance Metrics Tracks how well personalization strategies perform (e.g., lift, conversion rate). |
No information available | |
Scalability of Recommendations Maximum number of customers who can receive personalized recommendations simultaneously. |
No information available | |
Self-service Configuration Business users can configure personalization strategies without IT intervention. |
Business users can configure dashboards and some personalization parameters without IT help. |
Data Encryption At Rest Customer data is encrypted when stored in the system. |
Data at-rest encryption is supported for Tableau Cloud and Server. | |
Role-based Access Control Granular permissions for different user roles and responsibilities. |
Role-based access control is implemented per Tableau's permissions model. | |
Audit Logging Comprehensive tracking of all data access and manipulation activities. |
Audit logging is available in Tableau Server/Cloud for data access and user actions. | |
Data Masking & Anonymization Sensitive data elements can be masked or anonymized for analysis. |
Data masking or anonymization can be done via calculated fields/data prep workflows. | |
GDPR/CCPA Compliance Features to support compliance with regional privacy regulations such as GDPR or CCPA. |
Tableau provides controls to help with GDPR/CCPA compliance; detailed in compliance documentation. | |
Automatic Security Updates System automatically applies patches and security updates. |
Automatic security updates are possible through Tableau Cloud; Tableau Server requires admin action but can be scheduled. | |
Penetration Testing Certification System is regularly tested for vulnerabilities and has certification. |
Tableau undergoes regular penetration testing and publishes compliance attestations (e.g., SOC 2); certifications may vary by deployment. | |
Data Residency Controls Specify and enforce where customer data is physically stored. |
Tableau Cloud provides data residency controls in supported regions. | |
Multi-Factor Authentication Requires additional authentication factors to access customer analytics. |
Multi-factor authentication supported via SSO/Identity Provider integrations. | |
Number of External Security Certifications Count of reputable third-party security certifications attained by the product. |
No information available |
Web-based Interface Accessible from modern web browsers without additional installation. |
Web-based interface accessed from browsers, no special install needed. | |
Mobile Access Usable from smartphones and tablets. |
Mobile app available (iOS/Android) for dashboard access. | |
Customizable Workspace Users can tailor dashboards, workflows, and notifications. |
Workspace customization available (dashboards, notifications, workflows). | |
Multi-language Support Interface can be displayed in various languages. |
Supports multiple languages for the interface, especially in Tableau Cloud. | |
Accessibility Compliance Meets accessibility standards (WCAG, ADA, etc.) for users with disabilities. |
Accessibility compliance (WCAG) is documented as a design focus for Tableau products. | |
User Onboarding/Tutorials Built-in guides and tutorials for fast learning. |
Introductory tutorials and onboarding guides are native to Tableau and via online support. | |
User Satisfaction Score User-rated ease of use (out of 10). |
No information available | |
Search and Navigation Tools Robust search capabilities and intuitive menu organization. |
Powerful search/navigation tools (Ask Data, search bar, filters) are included. | |
Self-service Features Non-technical users can create and manage analytics tasks without IT help. |
Self-service analytics is a core proposition of Tableau, requiring minimal IT intervention. | |
Workflow Automation Automate repetitive tasks, such as report generation or alerts. |
Automated workflows—such as alerts and scheduled report generation—supported. |
Commenting on Reports/Dashboards Users can add notes or discuss insights directly within analytics tools. |
Commenting on dashboards and collaboration through Tableau Server/Cloud is supported. | |
Role and Permission-based Sharing Share data, reports, and dashboards securely based on user permissions. |
Sharing based on user permissions/group roles is standard. | |
Integration with Messaging Platforms Ability to share analytics artifacts directly into common business chat tools (Teams, Slack, etc.). |
Integration with Slack, Microsoft Teams and other messaging platforms is advertised. | |
Collaborative Workspaces Multiple users can work together on analytics projects or dashboards. |
Collaborative workspaces are enabled via Tableau Cloud/Server projects. | |
Change Tracking & Version Control Track changes and revert to previous versions of reports or analyses. |
Change tracking and version control available on Tableau Server/Cloud. | |
Notification and Alert System Team members are notified of new insights, anomalies, or required actions. |
Users can receive alerts/notifications for new insights, scheduled events, or comments. | |
Number of Simultaneous Collaborators How many team members can work together in real time on a single project. |
No information available | |
Access Request Workflow Built-in mechanisms for users to request and be granted additional report or data access. |
Access request workflows are supported via Tableau's user/group management. | |
Scheduled Delivery to Distribution Lists Send reports and dashboards on a schedule to user groups. |
Scheduled dashboard/report delivery to distribution lists is available. | |
Export to Knowledge Repositories Push reports or insights to organizational repositories (SharePoint, Confluence, etc.). |
Integration to SharePoint and other repositories for report export is supported via extensions or partner solutions. |
Open APIs APIs available for third-party system integration and automation. |
REST API, webhooks, and other open APIs are offered for extensibility. | |
Plug-in or Add-on Support Developers can build and install extensions to the analytics product. |
Extensions (add-ons/plugins) can be built and integrated via Tableau Extension API. | |
Pre-Built Integrations Out-of-the-box connectors to popular banking and marketing platforms. |
Pre-built connectors for banking, marketing, and CRM platforms are available. | |
Custom Script Execution Run custom business logic scripts within the tool (e.g., Python, R). |
Custom scripts can be executed via R and Python script integration. | |
Webhook Support Integration with external workflow or event-based systems via webhooks. |
Webhook support is available for integration with external workflow/event-based systems. | |
Data Export Options Ability to export data into various file formats or external databases. |
Data export to various formats, databases, or platforms is supported. | |
Integration Through iPaaS Solutions Works with integrator platforms such as MuleSoft, Dell Boomi, or Zapier. |
Integrates with iPaaS solutions like MuleSoft and Zapier. | |
Custom Object Model Support Ability to extend the system’s data model with custom objects or fields. |
No information available | |
Scheduling of API Calls APIs can be scheduled to pull or push data at defined intervals. |
APIs can be scheduled for extract refreshes and data pulls. | |
Maximum API Call Rate Peak allowed frequency of API calls. |
No information available |
Concurrent User Support Maximum number of users who can be active simultaneously without performance degradation. |
No information available | |
Data Storage Scalability System can scale data storage as required, up to a specified maximum. |
No information available | |
Analytics Query Response Time Average response time for complex analytics queries. |
No information available | |
Elastic Resource Allocation Dynamically allocate more computing resources as needed to meet analytic demand. |
Elastic resource allocation supported in Tableau Cloud (resource scaling automatic); Tableau Server can be scaled manually. | |
Performance Monitoring Tools Real-time and historic reporting on system performance. |
Performance monitoring and resource tracking tools available for admins. | |
High Availability (HA) Built-in features to ensure system uptime and resilience. |
High availability (HA) options are available via Tableau Cloud, and clustering is possible for Tableau Server. | |
Disaster Recovery RTO Recovery Time Objective in minutes for catastrophic failures. |
No information available | |
Disaster Recovery RPO Recovery Point Objective – age of backup data on recovery. |
No information available | |
Scheduled Maintenance Windows Advance notification period before planned system maintenance. |
No information available | |
Hot/Cold Data Archiving Automatic segregation and management of frequently and infrequently accessed data. |
Hot/cold data archiving is possible through backend database/data warehouse integrations (e.g., Snowflake, AWS Redshift, BigQuery, etc.). |
24/7 Support Availability Round-the-clock technical and business support. |
24/7 technical support available for Tableau Cloud/Server (with appropriate support contracts). | |
Dedicated Account Manager Assigned contact for ongoing support and relationship management. |
Dedicated account managers provided for enterprise customers. | |
Onboarding Assistance Guided setup and implementation support for new clients. |
Guided onboarding is provided through both Tableau's support and partners. | |
Comprehensive Documentation Depth and breadth of user and technical documentation provided. |
Comprehensive technical/user documentation is available online. | |
Online Knowledge Base Self-service repository for FAQs, how-to guides, and troubleshooting. |
Online knowledge base is available (help.tableau.com). | |
Regular Product Training Webinars Scheduled online training sessions for users. |
Regular product training webinars are offered by Tableau. | |
In-person/Virtual Training Options Availability of classroom or live virtual training sessions. |
Both virtual and in-person training options available via Tableau and third-party partners. | |
Community Forums Peer support via active online community forums. |
Active online community forums exist for Tableau users. | |
SLA Guaranteed Response Time Support contract's maximum time to first response. |
No information available | |
Custom Training Curricula Can provide organization-specific training programs. |
Custom training programs can be developed by Tableau's customer success or partner teams for enterprises. |
Platforms for advanced analysis of various risk types to support risk management decisions.
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Multi-source Data Integration Ability to import and unify data from multiple banking systems (core banking, CRM, external feeds, etc.). |
Tableau supports importing and unifying data from various data sources including core banking, CRM, and third-party feeds as evidenced by its data integration capabilities and breadth of connectors documented on tableau.com. | |
Real-time Data Sync Support for real-time or near-real-time data updates and streaming. |
Tableau provides real-time or near-real-time data sync through live connections with databases and streaming data integrations. | |
ETL Automation Built-in extract, transform, load (ETL) processes for automated data management. |
ETL processes are supported through Tableau Prep and native data transformation pipelines. | |
Data Quality Monitoring Tools to continuously check, profile, and improve data accuracy and consistency. |
Tableau includes data quality warnings and data profiling options for administrators that allow for monitoring consistency and accuracy in data. | |
API Support Availability of application programming interfaces for custom integrations. |
Extensive API support is documented, allowing custom and third-party integration. | |
Unstructured Data Handling Ability to process and analyze unstructured data (such as emails, documents, social media). |
Can process and visualize unstructured data (documents, social) after preprocessing or via partner connectors. | |
Batch Processing Speed Processing speed for large batches of imported data. |
No information available | |
Data Mapping Flexibility Tools for flexible mapping between different data schemas. |
Tableau offers drag-and-drop schema mapping and flexible data connectors, making mapping between schemas user-friendly. | |
Cloud Database Compatibility Support for major cloud storage/data platforms. |
Native support for most major cloud data platforms (AWS, Azure, Google Cloud, Snowflake, etc.). | |
Data Enrichment Capability to augment data with additional attributes or external sources. |
Supports data enrichment through calculated fields, extensions, and third-party enrichments. |
Credit Risk Assessment Ability to model, calculate, and report on credit risk exposure. |
No information available | |
Market Risk Analytics Support for calculating risks related to market volatility, value at risk (VaR), etc. |
No information available | |
Operational Risk Models Tools for quantifying and simulating operational risks (fraud, process failure, etc.). |
No information available | |
Custom Risk Scorecard Builder Ability to design, implement, and manage custom risk scoring systems. |
No information available | |
Stress Testing Simulation of extreme scenarios to assess resilience. |
No information available | |
Scenario Analysis Capability to analyze the effect of different market and credit scenarios. |
Scenario analysis can be performed by manipulating parameters and filters on dashboards/data. | |
Probability of Default Calculation Support for quantitative PD modeling. |
No information available | |
Loss Given Default Estimation Tools to estimate LGD values. |
No information available | |
Exposure at Default Estimation Tools to model EAD figures. |
No information available | |
Model Calibration Tools Functionality to recalibrate and validate predictive risk models. |
No information available |
Interactive Dashboards Customizable dashboards for visualizing key risk metrics and trends. |
Interactive dashboards are a core Tableau offering. | |
Automated Report Generation Tools for scheduled and one-click creation of risk reports. |
Automated and scheduled reporting features are part of Tableau Server and Tableau Cloud. | |
Drill-down Functionality Ability to drill into report figures to explore underlying data. |
Dashboard drill-down is available through interactive filters and actions. | |
Trend Analysis Historical views and trend projections for risk indicators. |
Trend analysis is a primary capability with visual time series and projections. | |
Custom Report Builder User-defined templates and configuration for bespoke reporting. |
Users can create custom report templates and layouts. | |
Exception Reporting Alerting on outliers, breaches, or significant risk events. |
Exception reporting via alerts and conditional formatting. | |
Regulatory Report Templates Built-in templates for key regulatory risk reports (e.g., Basel, IFRS 9, CECL). |
Regulatory reporting templates are available via industry-specific accelerators and partner solutions. | |
Export Options Ability to export reports/data to popular formats (PDF, Excel, CSV, etc.). |
Supports exports to PDF, Excel, CSV, image, and more. | |
Visualization Types Number of chart/visualization types supported. |
No information available | |
Mobile Accessibility Support for report and dashboard access on mobile devices. |
Tableau dashboards and reports are optimized for mobile viewing, including native mobile apps. |
User Access Controls Role-based permissions and user management. |
Role-based access controls are included. | |
Audit Trail Comprehensive logs of data changes and analytic actions. |
Audit trails for published workbooks and data sources available through Tableau Server/online. | |
Data Encryption Support for encryption at rest and in transit. |
Supports encryption in transit (TLS/SSL) and at rest (depending on deployment and cloud provider). | |
GDPR/CCPA Compliance Certified support for major data privacy laws. |
Tableau Cloud is GDPR certified, and CCPA compliance is actively documented on their website. | |
Data Masking Redacting sensitive information in outputs and analytics. |
Data masking features are supported via row-level security and permissioning. | |
Multi-Tenancy Support Ability to securely segment data and processes by user or division. |
Multi-tenancy is supported in Tableau Cloud/Server via projects and user groups. | |
SAML/SSO Integration Support for federated login and identity management. |
Tableau supports SAML and SSO integrations. | |
Physical Security Certifications Provider holds relevant data center and process security certifications. |
Hosted Tableau environments are SOC2 and ISO 27001 certified, which cover physical/data center controls. | |
Automated Data Retention Policies Configurable rules for retaining and purging risk data. |
Automated data retention and governance policy features are available in Tableau Cloud. | |
Incident Response Framework Structured response and notification policies for security events. |
No information available |
Machine Learning Model Integration Ability to deploy, score, and retrain machine learning models. |
No information available | |
Anomaly Detection Automatic identification of unusual risk patterns. |
No information available | |
Time-series Forecasting Support for forecasting risk using time series/sequence models. |
No information available | |
Model Explainability Tools Features for interpreting ML model outputs (e.g., Shapley values, LIME). |
No information available | |
Custom Algorithm Support Ability to plug in proprietary or custom-developed models. |
No information available | |
Automated Feature Engineering Automatic detection and creation of useful input features for predictive models. |
No information available | |
Model Performance Monitoring Ongoing tracking of predictive model accuracy and drift. |
No information available | |
AutoML Capabilities Support for automatic model selection and hyperparameter tuning. |
No information available | |
Risk Alerting Based on Predictions Automated notification based on predictive risk thresholds. |
No information available | |
Batch Scoring Speed The speed at which models can score data in batch processes. |
No information available |
Macro-economic Scenario Modeling Built-in or customizable macroeconomic scenario setups for stress testing credit and market risk. |
No information available | |
Reverse Stress Testing Ability to identify scenarios that would cause portfolio or firm-wide failure. |
No information available | |
Flexible Scenario Definition User-definable parameters and variables for scenario analysis. |
Flexible scenario definition is feasible using Tableau parameters and calculated fields to define custom scenarios for dashboards. | |
Test Automation Scheduling and automation capabilities for regular stress and scenario runs. |
Automated refresh and scheduling of dashboards is supported. | |
Scenario Library Pre-configured sets of sample scenarios for rapid analysis. |
No information available | |
Real-time Impact Calculation Instantaneous computation of risk metric changes as scenarios are applied. |
Instant recalculation of dashboards upon parameter or data changes. | |
Regulatory Stress Test Alignment Templates and configuration aligned to regulatory stress test requirements (e.g., CCAR, EBA). |
Prebuilt accelerators provide some alignment with regulatory (CCAR, EBA) reporting; further details may require custom configuration. | |
Scenario Comparison Visualization Tools to visually compare outputs under multiple scenarios. |
Side-by-side scenario comparison is a core feature using dashboard sheets. | |
Large-scale Simulation Capacity Maximum number of simultaneous scenarios that can be run. |
No information available | |
Scenario Result Export Ability to export scenario outputs for reporting or further analysis. |
Dashboards, including scenarios, can be exported for further analysis. |
Basel Compliance Tools Built-in models and reports aligned to Basel II/III requirements. |
Basel reporting accelerators exist in Tableau, but precise regulatory model support may require customization. | |
IFRS 9/CECL Support Features to support international and US accounting for credit impairment. |
Templates and dashboards available for IFRS9/CECL, but calculation engines are external or must be developed by the user. | |
Audit-ready Reporting Ability to generate documentation and outputs required for external/internal audits. |
Documentation and audit outputs can be generated using Tableau reporting capabilities. | |
Automatic Regulatory Updates Product is kept current with major regulatory rule changes. |
Cloud/Tableau Online receives automatic regulatory updates for reporting features. | |
Regulatory Submission Integration Direct interfaces for electronic regulatory report delivery. |
No information available | |
Regulatory Test Suites Standardized test suites to validate compliance outputs. |
No information available | |
Data Lineage Traceability of all data points in regulatory reports back to origin. |
Data lineage is supported through Tableau Catalog for lineage tracking. | |
Comprehensive Risk Taxonomy Library of risks classified in accordance with global regulatory standards. |
No information available | |
Regulatory Version Control Ability to archive and roll-back compliance configurations. |
Version control of artifacts (workbooks, dashboards) is supported, but full regulatory configuration rollback is not detailed. | |
Compliance Policy Templates Pre-built and customizable documentation to accelerate compliance efforts. |
No information available |
Concurrent User Support Number of users who can access/report simultaneously. |
No information available | |
Maximum Data Volume Amount of transactional or risk data that can be stored/processed efficiently. |
No information available | |
Analytic Calculation Speed Average time needed for complex risk calculations. |
No information available | |
Uptime/Availability SLA Service level agreement for availability/reliability. |
No information available | |
Parallel Processing Capability Ability to use parallel CPUs/cores for faster risk analytics. |
Tableau leverages parallel query execution and multi-threaded processing. | |
Cloud Scalability Native scalability in public/private/hybrid cloud environments. |
Cloud deployments are scalable to demand (AWS/GCP/Azure integration) and native elastic scalability is documented. | |
Load Balancing Support Automated distribution of workload to maximize performance. |
Workload is distributed automatically in Tableau Online/Server for performance. | |
Batch Processing Throughput Amount of data processed per batch job. |
No information available | |
Peak User Response Time Maximum time for dashboard or report to load at peak usage. |
No information available | |
Failover/Disaster Recovery Automated backup and recovery options for business continuity. |
Failover/disaster recovery and backup features are provided for Tableau Cloud and can be configured for on-premises deployments. |
Self-service Analytics Ability for business users to run and customize analytics without IT. |
Self-service analytics enables business users to create and interact with their own dashboards. | |
Shared Workspaces Team collaboration areas for shared analytics and annotation. |
Shared workspaces are provided via Tableau projects and collaboration features. | |
Commenting and Discussion Tools Inline commenting for risk findings and analytic results. |
Comments, annotations, and discussions are supported natively within Tableau dashboards. | |
User Onboarding Guidance Interactive help, tutorials, or guided onboarding for new users. |
Tableau provides onboarding tutorials and contextual help. | |
Customizable Dashboards Drag-and-drop or configurable dashboards. |
Dashboards are customizable with drag-and-drop and configuration options. | |
Role-specific Interfaces UI/UX tailored to different types of users (analysts, managers, IT, etc.). |
Views and dashboards can be tailored by user role. | |
Scheduling and Email Notifications Support for scheduled reports and email-based alerts. |
Dashboards and reports can be scheduled and notifications sent by email. | |
Mobile/Web Access Full functionality via browser or mobile app. |
Web and mobile apps support full feature access to dashboards. | |
Personalized Views User-customized layouts, favorites, and bookmarks. |
Users can set personalized dashboards, favorites, and custom homepages. | |
Export/Import User Settings Ability to save, export, or migrate user configurations. |
No information available |
Plug-in/API Library Pre-built connectors or plug-ins for banking, BI, or risk management platforms. |
Large plug-in and API library, including Tableau Extensions, Web Data Connectors, BI integration connectors, and more. | |
Data Export APIs REST or SOAP APIs to export risk data/analytics to other systems. |
REST API provided for data exports. | |
Custom Workflow Integration Ability to combine risk analytics into larger business workflows. |
Workflows can be integrated through extensions and APIs. | |
BI Tool Compatibility Native integration with major BI products (Power BI, Tableau, etc.). |
Native connectors for Power BI, Tableau, and other analytics tools exist. | |
Third-party Model Import Ability to ingest externally developed models (e.g., PMML, Python, R). |
Tableau can import/export models from other tools via partner solutions or extensions. | |
SFTP/Batch File Interface Support for exchanging bulk risk data using SFTP or shared storage. |
Batch file and SFTP interfaces are supported via extensions or Tableau Bridge. | |
Event-driven Integration Trigger actions or analytics based on external events. |
Event-driven integration can be achieved with APIs and automation tools. | |
Sandbox Environment Environment for testing integrations and customizations safely. |
Sandbox environments can be configured using Tableau's development and test environments. | |
Versioned API Support Backward-compatible management of API version changes. |
API versioning is available for Tableau’s REST and JavaScript API. | |
Extensible Data Schema Ability for admins to easily extend data structures for additional fields. |
Tableau provides for extending data schemas via calculated fields, metadata extensions, and API-based structure changes. |
Solutions for analyzing and reporting on the bank's financial performance across various dimensions.
More Financial Performance Analytics
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Multi-source Data Connectivity Ability to connect to various data sources (e.g., core banking, CRM, ERP, external market data). |
Tableau supports multi-source data connectivity including core banking, CRM, ERP and external market data via built-in connectors and APIs. | |
Real-time Data Ingestion Capability to ingest data as it is generated or updated, supporting up-to-the-minute analytics. |
Tableau offers live data connections and extract refreshes for up-to-minute analytics. | |
Batch Data Processing Support Supports scheduled or on-demand data batch processing up to set intervals. |
Tableau supports batch data processing through scheduled data extract refreshes. | |
Data Cleansing Tools Automated features for detecting, correcting, and standardizing raw banking data. |
Tableau Prep provides data cleansing tools for banking data standardization and correction. | |
ETL (Extract, Transform, Load) Customization Allows custom ETL workflows to match bank’s business rules and requirements. |
ETL workflows can be customized via Tableau Prep or third-party integrations. | |
API Integrations Availability of APIs for direct data connections with third-party applications. |
Tableau has robust API integrations for data connectivity. | |
Data Mapping Flexibility Ability to map and reconcile fields from different systems to unified analytics data models. |
Data mapping via Tableau Prep and custom calculations give mapping flexibility. | |
Change Data Capture (CDC) Supports tracking and applying only changed data for efficiency. |
No information available | |
Support for Unstructured Data Ability to process and analyze unstructured data (e.g., documents, emails). |
Can ingest and analyze unstructured data such as PDFs and emails using extensions and partner tools. | |
Historical Data Loading Speed The speed at which the system can load historical data for analysis. |
No information available |
Profit and Loss Reporting Produces automated and customizable P&L statements. |
Profit and loss reporting is supported via customizable dashboards. | |
Balance Sheet Analysis Facilitates detailed review of assets, liabilities, and equity over time. |
Balance sheet analyses are commonly performed and visualized in Tableau. | |
Net Interest Margin Analysis Calculates and monitors net interest margins for lending operations. |
Net interest margin calculations can be set up using Tableau calculations and data blending. | |
Loan Performance Tracking Analyses metrics such as loan origination, repayment, delinquencies, NPL ratios. |
Loan performance tracking visualizations and analytics are promoted in banking solutions. | |
Revenue Attribution Traces sources of revenue to business units, products, or geographies. |
Revenue attribution by unit, product, or geography possible through built-in analytics functions. | |
Expense Analysis by Category Breaks down and visualizes cost structures and operational expenses. |
Expense analysis by category is a standard scenario for Tableau dashboards. | |
Liquidity Analytics Monitors liquidity coverage, available funds, and cash flow projections. |
Liquidity analytics is supported through custom dashboards and integrations. | |
KPI Definition & Tracking Customizable calculation and monitoring of key performance indicators. |
KPI definition and tracking are core Tableau features. | |
Scenario & What-if Analysis Allows users to model financial performance under hypothetical scenarios. |
Scenario and what-if analysis are supported using parameter controls and calculated fields. | |
Forecast Accuracy Measures the accuracy of built-in financial and risk forecasts. |
No information available |
Predictive Analytics Uses statistical modeling to forecast future financial trends or risks. |
Predictive analytics supported via R/Python integration, built-in models, and external partner tools. | |
Anomaly Detection Detects aberrant financial behavior that may require investigation (e.g., fraud, misstatements). |
Anomaly detection can be performed using R, Python, or integrated ML extensions. | |
Customer Segmentation Identifies customer cohorts based on behaviors, demographics, or profitability. |
Customer segmentation is showcased as a Tableau for Banking use case. | |
Churn Prediction Predicts likelihood of customer attrition using historical data. |
No information available | |
Automated Insights Generation System generates plain-language summaries of key financial analytics findings. |
No information available | |
Model Explainability Provides transparency into machine learning model outputs. |
No information available | |
Self-service ML Model Building Empowers analysts to build, train, and deploy machine learning models without coding. |
Self-service ML model building supported through integration with Tableau Prep and third-party ML tools. | |
Time Series Forecasting Supports statistical or ML-based forecasting of financial time series. |
Supports time series forecasting using trend lines, forecasting models and integration with R/Python. |
Customizable Dashboards Users can tailor visualizations and dashboards to their specific needs. |
Highly customizable dashboards are a Tableau hallmark. | |
Drag-and-drop Visualization Builder Allows creation of visualizations without coding. |
Drag-and-drop visualization builder is Tableau's core user interface. | |
Pre-built Templates for Banking KPIs Includes banking-specific dashboard layouts and widgets. |
Banking KPI templates and dashboards available from Tableau and partner ecosystem. | |
Mobile-optimized Dashboards Ensures dashboards are accessible and usable on smartphones and tablets. |
Tableau Server & Cloud offers mobile-optimized dashboards. | |
Data Drill-down/Drill-through Ability to interactively explore underlying details of charts and tables. |
Drill-down/drill-through supported natively via dashboard interactions. | |
Scheduled Reporting Enables automatic distribution of reports/dashboards at set intervals. |
Scheduled reporting is available for automating dashboard/report delivery. | |
Real-time Visual Updates Dashboards refresh automatically as underlying data changes. |
Real-time visual updates for data sources with live connections. | |
Export to PDF/Excel/CSV Formats Ability to export dashboards and reports for offline analysis. |
Supports exporting dashboards to PDF, Excel, and CSV. | |
Embedded Analytics Allows analytics modules to be embedded into third-party applications (e.g., intranets). |
Analytical views can be embedded in portals or third-party apps through Tableau's embed features. |
Regulatory Reporting Templates Provides built-in templates for common banking regulatory submissions (e.g., Basel, IFRS). |
Regulatory reporting templates available via Tableau's partner network and custom build. | |
Audit Trail Support Tracks all data transformations, accesses, and changes for audit purposes. |
Audit trail for data and access on Tableau Server/Cloud via logging. | |
Role-based Access Controls Enables granular permission management according to user roles and compliance needs. |
Role-based access control robustly supported in Tableau Server/Cloud. | |
Data Retention Policy Enforcement Automatically enforces bank-mandated data retention and deletion rules. |
Data retention can be managed via Tableau Server/Cloud governance and policies. | |
Secure Data Masking Sensitive data can be masked for privacy and access control. |
Data masking is possible through row-level security and preparation. | |
Change Logging Logs all alterations to reports, analytics, and underlying data. |
Change logging supported via Tableau metadata and server logs. | |
GDPR and Data Privacy Support Features to ensure compliance with data privacy regulations. |
GDPR/data privacy tools and whitepapers available; privacy controls enforced in Tableau Cloud/Server. |
Multi-user Access Allows multiple users to simultaneously access and work on analytics. |
Supports multi-user environments for collaboration and review. | |
Permission Granularity Degree to which access can be controlled at the dashboard, report, or data level. |
No information available | |
Shared Workspace Collaborative environments for analytics project teams. |
Shared workspaces in Tableau Projects and permissions support teamwork. | |
In-application Comments and Discussion Ability to annotate reports or dashboards for collaborative review. |
Comments and discussion can be added to workbooks in Tableau Server/Cloud. | |
Task Assignments and Notifications Feature for assigning analytical review or approvals to specific users. |
No information available | |
User Management APIs APIs to integrate or synchronize user access with other bank systems (e.g., Active Directory). |
APIs to integrate with SSO and user management (Active Directory, etc.) available. | |
Single Sign-On (SSO) Support Integrates with corporate authentication systems for streamlined access. |
Single Sign-On (SSO) support for enterprise authentication is a standard feature. |
Concurrent User Support Maximum number of users supported simultaneously without performance degradation. |
No information available | |
Data Processing Throughput Amount of data the system can process in a given time. |
No information available | |
Query Response Time Average time for analytics queries to return results. |
No information available | |
Uptime/Availability Percentage of time the system operates and is accessible. |
No information available | |
Elastic Scalability Can scale compute and storage up/down dynamically based on load. |
Elastic scalability is possible via Tableau Cloud or scalable Server installation. | |
Distributed Processing Supports parallel, distributed computation for large data workloads. |
No information available | |
Data Storage Capacity Maximum amount of analytical data the system can store. |
No information available |
End-to-end Encryption Uses encryption while data is stored and in transit. |
End-to-end encryption in transit and at rest is standard in Tableau Cloud and Server. | |
Multi-factor Authentication (MFA) Supports two-step verification and other MFA protocols. |
Multi-factor authentication is available when using Tableau Cloud. | |
Activity Monitoring & Alerts Logs user activities and sends alerts on potentially suspicious actions. |
No information available | |
Penetration Testing Certifications Product regularly undergoes penetration testing, with results available. |
No information available | |
Compliance Certifications Holds certifications such as SOC 2, PCI DSS relevant to banking operations. |
Tableau Cloud/Server have SOC II, PCI DSS, and other relevant compliance certifications. |
Deployment Options (Cloud/On-Premises/Hybrid) Can be deployed as per organizational policy or regulatory requirements. |
Tableau offers cloud, on-prem, and hybrid deployment options. | |
Integration with Existing BI Tools Supports interoperability with established business intelligence platforms. |
Integrates with BI tools like Power BI, SAP BusinessObjects, and others via connectors. | |
Custom Connectors Supplies or supports development of connectors to legacy or niche banking systems. |
Custom connectors can be developed for legacy/niche systems; SDKs and APIs available. | |
Open API Support Provides APIs for programmatic access to functions and analytics. |
Open API support with REST, JavaScript, and other APIs available. | |
Containerization Support Compatible with Docker/Kubernetes-style deployments for portability. |
Container deployment is supported for Tableau Server (Docker, Kubernetes). | |
Automated Upgrade Mechanisms Allows seamless updates with minimal user disruption. |
Automated upgrade features included for Tableau Cloud; scripts/support for Server. |
24/7 Customer Support Availability Around-the-clock technical assistance for banks. |
Tableau offers 24/7 customer support for enterprise plans. | |
Dedicated Account Manager Appoints a dedicated representative for large or strategic clients. |
Dedicated account managers available for enterprise and strategic clients. | |
Comprehensive User Documentation Rich, regularly updated manuals and knowledge bases. |
Extensive user documentation and knowledge base provided. | |
Online Training Modules On-demand video or interactive training for bank staff. |
On-demand video and interactive training modules provided by Tableau. | |
User Community Forum Active user community/support forum for product knowledge sharing. |
User community forum is active and supported (Tableau Community Forums). | |
Custom Training Workshops Tailored, live training sessions delivered by vendor experts. |
Custom training workshops are available through Tableau or certified partners. |
Comprehensive solutions for reporting, dashboarding, and self-service analytics across the organization.
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Multi-source Data Connections Ability to connect to a wide range of data sources (databases, files, APIs, etc.) simultaneously. |
Tableau is renowned for integrating with diverse data sources (databases, files, APIs, etc.), as highlighted in its product documentation and marketplace connectors. | |
Banking Core System Integration Native connectors for popular core banking systems (e.g., Temenos, Finacle, FIS, etc.). |
Not as far as we are aware.* Tableau does not natively provide direct core banking system (e.g., Temenos, FIS) connectors by default; integration generally requires third-party ETL tools or customization. | |
Real-Time Data Synchronization Support for real-time data updates and streaming ingestion. |
Tableau supports real-time data sync for several sources, especially via Tableau Data Management Add-on or live data connections. | |
ETL/ELT Support Built-in Extract, Transform, Load/Extract, Load, Transform processes for preparing data. |
ETL/ELT is not native, but Tableau Prep provides built-in data preparation (extract, transform, load) support. | |
Data Blending Allow combining data from multiple sources for unified analysis. |
Data blending and joining from multiple sources is a core Tableau feature. | |
API Data Fetch Rate Maximum rate at which data can be fetched from APIs. |
No information available | |
Batch Data Processing Capacity Volume of batch data pipeline processing. |
No information available | |
Custom Connector Development Allows custom connectors for unique data sources. |
Custom connectors (through Tableau SDK and Web Data Connectors) are supported for unique data sources. | |
Data Format Support Range of supported data types/formats (CSV, XML, JSON, Parquet, etc.). |
No information available | |
Scheduling Data Updates Ability to schedule automated data refresh intervals. |
Scheduling of data extract refreshes and updates is supported (via Tableau Server/Online). | |
On-premises and Cloud Connectivity Supports both on-premises and cloud-hosted data connections. |
Can connect to both on-premises and cloud data sources. |
Role-Based Access Control (RBAC) Allow fine-grained user access management based on roles. |
Role-based permissions for dashboard and data access are natively supported in Tableau Server/Online. | |
Data Encryption at Rest/In Transit Encrypts all sensitive data during storage and transmission. |
Data encryption at rest/in transit is enabled for Tableau Cloud and can be configured for Tableau Server. | |
Audit Logging Records all user activity for compliance and traceability. |
Audit logging and event tracking are available in Tableau Server and Tableau Cloud. | |
GDPR/CCPA Compliance Built-in features to comply with privacy regulations. |
Tableau features to support GDPR/CCPA compliance (data masking, logging) and offers official policy guidance. | |
Data Lineage Tracking Ability to trace the origin and transformation history of data. |
Data lineage tools exist, visualizing data source-reports relationship. | |
PII Data Masking Automatically masks sensitive personally identifiable information. |
PII data masking can be implemented via calculated fields and data policies (however, not fully automated for all data flows). | |
Single Sign-On (SSO) Integration with enterprise authentication (e.g., SAML, LDAP, Active Directory). |
Supports SSO with SAML, OpenID, Active Directory, etc. | |
Multi-factor Authentication (MFA) Requires extra layer of security for platform access. |
Multi-factor authentication is available in Tableau Cloud and can be forced through SSO identity providers. | |
Retention Policy Management Automated controls for enforcing data retention/deletion policies. |
Retention policy management is configurable for Tableau Cloud and can be scripted in Tableau Server. | |
User Permissions Granularity Level of detail for restricting access to platform features/data. |
No information available | |
Automated Compliance Reporting Automated generation of compliance audit reports. |
Automated reporting and compliance reports can be generated and scheduled within Tableau. |
Self-service Analytics Enable non-technical users to create queries and generate insights. |
Self-service analytics is a core Tableau value proposition. | |
Ad Hoc Reporting Ability for users to create custom reports on demand. |
Ad hoc report building is a frequently cited Tableau capability. | |
Scheduled & Automated Reporting Support for automatic, timed report generation and delivery. |
Scheduled and automated report delivery is supported on Tableau Server/Cloud. | |
Interactive Dashboards Customizable dashboards with interactive filters and drill-downs. |
Customizable, interactive dashboards are Tableau's main product feature. | |
Data Visualization Gallery Number of available chart/visualization types. |
No information available | |
Geo-spatial Analytics Provides geo-mapping and spatial analysis features (e.g., for branch performance). |
Geo-spatial analysis and mapping are native features of Tableau Desktop and Server. | |
KPI Tracking Preset and custom banking KPIs (e.g., NIM, RoE, LCR). |
Tracking and custom calculation of KPIs (NIM, RoE, etc.) is standard for Tableau banking dashboards. | |
Drill-through Analysis Ability to click through summary data down to transaction detail. |
Drill-through and tooltips allow for navigation from summary to transaction-level detail. | |
Embedded Analytics Can embed reports/charts in other banking applications or portals. |
Dashboards and charts can be embedded in portals/applications via JavaScript API and iFrames. | |
Data Export Options Allows exporting reports to multiple formats (Excel, PDF, CSV, etc.). |
No information available | |
Alert & Notification Triggers Define conditions to alert users of anomalies or events. |
Conditional formatting and alert/notification triggers are built in for KPIs and anomalies. |
Integrated ML/AI Engines Native capabilities for building, training, and deploying models within the platform. |
Not as far as we are aware.* Tableau supports integration with external ML/AI (e.g. via Python/TabPy), but does not natively include end-to-end ML/AI engines. | |
Pre-built Banking Models Library of ready-to-use models for fraud, churn, credit risk, etc. |
No information available | |
Model Training Speed Measured throughput for ML model training. |
No information available | |
AutoML Automated machine learning workflows for non-expert users. |
No information available | |
Real-Time Scoring Deploys models to score transactions or events as they occur. |
No information available | |
Explainable AI (XAI) Tools for interpreting model outcomes and increasing regulatory trust. |
No information available | |
Integration with Python/R Notebooks Enable data scientists to work directly within programming notebooks. |
Tableau supports integration with Python and R notebooks via TabPy and R integration. | |
Model Ops (Monitoring and Retraining) Features for monitoring models in production and retraining as needed. |
No information available | |
Anomaly Detection Automated detection of unusual activity (transactions, logins, etc.). |
No information available | |
Natural Language Processing (NLP) Supports NLP for sentiment or document analysis. |
No information available | |
Number of Supported Algorithms Count of out-of-the-box ML/AI algorithms offered. |
No information available |
In-platform Commenting Users can comment/tag colleagues on reports/dashboards. |
Tableau supports in-platform commenting and mentioning (recently added). | |
Role-based Content Sharing Granular controls for sharing analytics content with specific users/groups. |
Role-based content sharing is implemented via permissions and user groups. | |
Version Control Track versions and changes to dashboards or data models. |
Version history for dashboards/data sources is retained in Tableau Cloud/Server. | |
Notification System Alerts users with updates or shared content. |
Notification system is present via subscriptions, comments, and alerts. | |
Export/Publish to External Channels Publish insights/reports to email, portals, or business apps. |
Publishing/exporting to email, portals, and business communication channels is supported via automation and APIs. | |
Collaboration Workspace Shared spaces for cross-team analytics project work. |
Collaboration workspaces for groups/teams are supported in Tableau Cloud/Server. | |
Audit Trail on Shared Assets Tracks who accesses or modifies shared analytics assets. |
Audit trails on shared assets handled via Tableau tracking events/users. | |
Concurrent User Limit Maximum number of users who can collaborate concurrently. |
No information available | |
Personalized Content Feeds User-customized feeds for relevant insights/notifications. |
Personalized feeds and recommendations available in Tableau Cloud. | |
Integration with Corporate Communication Tools Slack, Teams, or email integration for sharing notifications. |
Integration with Slack is native; Teams/email/other support via APIs. |
Maximum Data Volume Supported The data size the platform can efficiently process. |
No information available | |
Concurrent User Support Maximum number of analytics users supported at once. |
No information available | |
Query Response Time Median time to return results for standard queries. |
No information available | |
Elastic Scaling Automated system resources scaling up/down based on load. |
Tableau Cloud offers automated elastic resource scaling. | |
Cloud-native Architecture Built to run natively on cloud platforms for maximum scale. |
Product is designed as a cloud-native SaaS solution (Tableau Cloud). | |
High Availability Redundancy and failover support for mission-critical analytics. |
High availability options are part of recommended Tableau Server enterprise deployment and SaaS cloud. | |
Data Partitioning Support for dividing data sets for distributed processing. |
No information available | |
Multi-tenancy Single platform instance supports multiple organizations/business units securely. |
Supports multi-tenancy for secure separation (esp. Tableau Cloud platform). | |
Distributed Computing Support Harnesses cluster computing for faster processing. |
Distributed computing supported via Tableau Server clusters. | |
Workload Isolation Separates analytic workloads (e.g., test vs. production). |
Workload isolation (dev/prod/test) is possible via multiple Tableau environments. |
No-code/Low-code Analytics Allows users to build reports/dashboards without advanced coding. |
Core offering—drag-and-drop, low-code environment for all users. | |
Mobile Accessibility Analytics accessible on mobile devices (responsive web or app). |
Mobile access is available via responsive web/mobile apps. | |
Customizable Dashboards Users can tailor dashboards to their preferences. |
Dashboard customization is a core feature. | |
Personalized Analytics Platform adapts to users’ roles, preferences, or historical behavior. |
Personalization using roles, preferences, and recents is supported. | |
Onboarding & Guided Tutorials In-app guidance and training to speed up user adoption. |
Built-in onboarding tours and guided help are available. | |
Accessibility Compliance (WCAG) Meets standards for users with disabilities. |
Tableau maintains accessibility conformance (WCAG); see accessibility statements. | |
Multi-language Support Platform available in user’s preferred language. |
Multi-language interface available for global deployments. | |
Feedback/Support Widgets In-platform mechanism to contact support or send feedback. |
Support/feedback widgets present in Tableau Cloud. | |
Custom Theme Support Ability to configure platform colors, fonts, and layout. |
Custom theming options are available at organization and dashboard level. | |
User Satisfaction Score Aggregate user feedback regarding usability. |
No information available |
Deployment Models Available on-premises, private cloud, public cloud, or hybrid. |
No information available | |
Automated Updates Automatic patches/updates delivered by the vendor. |
Automated product updates managed by Tableau Cloud; can be scheduled in Server. | |
Containerization Support Deployable using containers (e.g., Docker, Kubernetes). |
Support for Docker container deployment via Tableau Server documentation. | |
API Access for Administration Admin controls can be automated via API. |
Admin APIs for server/online for automation and management. | |
Backup & Disaster Recovery Automated backups and recovery testing features. |
Automated backup/disaster recovery procedures are part of deployment best practices. | |
Custom Domain & Branding Banks can apply their logo, business domain, and UI colors. |
Custom domain and branding configurable for organizations. | |
Service Level Agreement (SLA) Availability Guaranteed uptime from platform vendors. |
No information available | |
Multi-instance Support Separate instances for dev, staging, and production. |
Multiple Tableau environments (dev, test, prod) are supported. | |
Automated User Provisioning Integrates with HR or IT systems for onboarding/offboarding. |
SCIM and APIs enable user provisioning. | |
Change Management Tools Integrated tools for managing platform changes and rollback. |
No information available |
Open APIs Well-documented APIs for pushing/pulling data and metadata. |
Open REST APIs extensively documented for integration. | |
SDKs and Developer Tools Software development kits in major programming languages. |
SDKs are available in Python, JavaScript, etc. for automation and visualization embedding. | |
Marketplace for Add-ons Ecosystem for third-party or in-house extensions. |
No information available | |
Web Hooks/Event Triggers Can respond to platform or data events for integration. |
Webhooks/event triggers supported for automated workflows and integration. | |
Custom Widget Support Ability to add bespoke visual components to dashboards. |
Custom visualization widgets can be developed and integrated using dashboard extensions. | |
Integration with BI/Analytics Standards Support for OData, JDBC, ODBC, or other analytics standards. |
Support for ODBC, JDBC, and similar analytics integration standards. | |
Reporting API Throughput Speed of exporting reports via API. |
No information available | |
Webhook Latency Average time to trigger and deliver an event. |
No information available | |
Integration Templates Pre-built integrations to common banking or fintech applications. |
No information available | |
Data Federation Allows querying/discovery across federated sources. |
Data federation possible via published data sources and live connections to multiple databases. |
Banking Regulatory Templates Pre-made formats for standard banking regulatory submissions. |
Not as far as we are aware.* No indication that Tableau provides regulatory reporting templates purpose-built for banking compliance. | |
Automated Report Archiving Archive regulatory reports on a scheduled basis. |
No information available | |
Change Logs for Regulated Reports Track and archive changes to all regulatory submissions. |
No information available | |
Application-level Auditing Event-level logging of user interaction with regulatory reports. |
Application-level report/audit logging is available within Tableau. | |
Localization (Jurisdiction Support) Ability to adapt to various legal/accounting frameworks. |
No information available | |
e-Signature Support Digitally sign regulatory reports as per local frameworks. |
No information available | |
Regulatory Change Management Update content automatically as regulations change. |
As a SaaS, Tableau regularly updates content as new regulations impact data processing, but not specific regulatory content updates. | |
Automated Report Validation Validate submissions against regulatory business rules. |
No information available | |
Data Residency Controls Configure where banking data is stored/processed geographically. |
No information available | |
Sanctions and Watchlist Monitoring Tools to analyze and report against global financial watchlists. |
No information available |
24/7 Support Availability Vendor provides ‘always-on’ support for critical functions. |
Tableau Premium and Enterprise support 24/7 critical support and SLAs. | |
Dedicated Banking CSM Customer Success Manager specialized in banking analytics. |
Tableau support and CSM teams include banking industry specialists. | |
Vendor Response Time Average time to first contact from support. |
No information available | |
Certified Training Programs Official learning tracks for business and technical users. |
Certified training programs delivered and advertised for Tableau products. | |
On-Demand Knowledge Base Extensive, searchable database of help articles and FAQs. |
Documentation and searchable knowledge base are core Tableau support assets. | |
Community Forums User-to-user forums for troubleshooting and ideas. |
A large, active Tableau user community with forums is publicly available. | |
Implementation Accelerators Templates/frameworks to speed initial implementation. |
Reference accelerators/templates are available for Tableau, including finance/banking. | |
Service Management Portal Online management of support tickets and SLAs. |
Customer portals exist for ticketing and tracking service SLAs. | |
Third-party Implementation Partner Ecosystem Availability of certified partners for platform rollout. |
Third-party Tableau implementation partners are numerous and certified worldwide. | |
Account Health Reviews Regular check-ins and performance reviews by the vendor. |
Account health reviews and customer success consulting are available for enterprise customers. |
Cutting-edge analytical solutions leveraging machine learning, artificial intelligence, and predictive modeling.
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Multi-source Data Integration Ability to connect to and aggregate data from multiple sources (core banking, ERP, CRM, cloud, third-party APIs). |
Tableau connects to a wide variety of external data sources (including banking core systems, ERPs, CRMs, cloud sources, third-party APIs) as documented on its website and user community. | |
Real-time Data Sync Capability to synchronize data in real time, enabling access to up-to-date information. |
Tableau offers near real-time data sync via Live Connections to many databases and APIs, as stated in product documentation. | |
Batch Data Processing Support for scheduled data imports/exports to handle large volumes. |
Tableau supports scheduled refreshes and extracts to enable batch data processing, as described in Tableau Online/Server documentation. | |
Data Lake Compatibility Ability to ingest and work with data stored in data lakes. |
Tableau can connect to data lakes (such as Azure Data Lake, AWS S3 via connectors), enabling data lake compatibility. | |
ETL (Extract, Transform, Load) Tools Built-in tools for extracting, transforming, and loading data. |
Tableau Prep Builder provides ETL capability, enabling the extract, transform, load workflow. | |
API Connectivity Availability of robust APIs for integration with external applications and services. |
Robust API access is advertised; Tableau includes REST API, Webhooks, and more. | |
Data Format Support Support for multiple data file formats (CSV, JSON, XML, Parquet, etc.). |
Tableau supports wide variety of data file formats, including CSV, Excel, JSON, XML, and Parquet (with connectors). | |
Data Quality Controls Tools for data cleansing, validation, and deduplication. |
Data quality features like cleansing, validation, and deduplication are supported via Tableau Prep. | |
Scalability Maximum volume of data supported in gigabytes or terabytes. |
No information available | |
Data Refresh Frequency Minimum time interval for refreshing integrated data. |
No information available |
Automated Machine Learning (AutoML) Tools for automatically building, training, and tuning machine learning models. |
No information available | |
Model Deployment Support for deploying ML models into production environments for real-time or batch inference. |
No information available | |
Prebuilt AI Models Availability of prebuilt models for common banking use-cases (fraud detection, credit scoring, churn prediction). |
No information available | |
Custom Model Development Ability to create and train custom AI/ML models using the platform. |
No information available | |
Natural Language Processing (NLP) Support for processing and analyzing textual data using AI. |
No information available | |
Image and Document Classification AI-enabled tools for extracting information from images and documents. |
No information available | |
Model Training Speed Time taken to train a model on a standard dataset. |
. | No information available |
Model Accuracy Metrics Measurement of model's performance (AUC, F1, accuracy) on test data. |
. | No information available |
Model Monitoring Continuous monitoring of deployed model performance and drift. |
No information available | |
Automated Model Retraining Built-in support for retraining models as new data arrives. |
. | No information available |
Explainable AI (XAI) Tools to interpret and explain AI-driven decisions to users. |
. | No information available |
Customizable Dashboards Ability for users to build and customize their own dashboards. |
Customizable dashboards are a core feature of Tableau, supporting drag-and-drop building and customization. | |
Real-time Visualization Updates Dashboards automatically update as data changes. |
Tableau dashboards support real-time visualization updates when data changes (especially with live connections). | |
Multiple Chart Types Supports a variety of visualizations (bar, line, area, pie, heatmaps, etc.). |
Tableau offers many chart types: bar, line, area, pie, heatmaps, scatter, and more—documented in platform guides. | |
Drill-down Analytics Ability to drill down from summary overviews to granular data points. |
Users can drill down into data from summary to detail in Tableau dashboards using actions and filters. | |
Automated Report Generation Generates scheduled or on-demand reports from dashboards. |
Tableau provides automated report generation and scheduling via Tableau Server and Tableau Online. | |
Sharing and Collaboration Tools to enable sharing dashboards with internal/external users and annotation/commenting. |
Dashboards and reports can be shared internally and externally, with internal/external commenting and collaboration tools. | |
Mobile Friendly Visualization Dashboards and reports accessible and optimized for mobile devices. |
Tableau Server and Tableau Mobile app provide mobile-friendly layouts and interactions. | |
Visualization Latency Average time taken to render a dashboard after data change. |
No information available | |
Export Options Ability to export charts and dashboards in various formats (PDF, Excel, Image). |
Export options include PDF, Excel, Image, and more—advertised in Tableau product guides. | |
Data Storytelling Ability to create data stories with narrative text, visualizations, and interactivity. |
Tableau Story feature allows sequence of visualizations and narrative elements for data storytelling. |
Predictive Modeling Support for statistical and machine learning models forecasting future outcomes. |
Predictive modeling via in-built analytics and integration with R/Python; use cases for banking risk, trend analysis, etc. | |
What-if Analysis Enables users to test hypothetical scenarios and estimate their impact. |
What-if analysis can be approached through parameter controls, data filtering, and calculated fields. | |
Optimization/Recommender Engine Prescriptive analytics functionality offering optimal recommendations (e.g., product offers, asset allocation). |
Custom calculations can be used for recommendation logic, and optimization can be integrated externally. | |
Scenario Planning Allows modeling of different scenarios to support business continuity and strategic planning. |
No information available | |
Anomaly Detection Automatically detects unusual patterns or outliers, often with AI assistance. |
No information available | |
Forecasting Accuracy Average percentage accuracy of predictive forecasting models. |
. | No information available |
Time-to-prediction Average time from data input to availability of model prediction. |
. | No information available |
Automated Alerting Sends alerts or notifications based on predictive or prescriptive analytics outcomes. |
Subscriptions and alerts allow Tableau to send notifications when certain conditions/thresholds in analytics are met. | |
Simulation Tools Built-in modules for simulating different business or market conditions. |
No information available | |
Integration with Decision Support Systems Can connect and feed outputs directly into operational decision tools or workflows. |
. | No information available |
Role-based Access Control (RBAC) Ability to assign permissions based on user roles. |
Role-based access controls (RBAC) are core to Tableau Server and Tableau Cloud for user/group permissioning. | |
Data Encryption Encryption of data at rest and in transit per industry standards. |
Tableau enables encryption both at rest and in transit, per Salesforce security documentation. | |
Audit Trails Comprehensive logs tracking user and system activity for compliance and troubleshooting. |
Comprehensive audit trails and logging are available for Tableau Server/Cloud. | |
Single Sign-On (SSO) Supports authentication via SSO protocols (SAML, OAuth, etc.). |
Single Sign-On (SSO) is supported (SAML, OAuth, OpenID Connect) per Tableau documentation. | |
GDPR/CCPA Compliance Built-in features to meet data privacy laws (GDPR, CCPA, etc.). |
Salesforce/Tableau maintain GDPR/CCPA compliance, with detail in privacy policies and data management options. | |
Data Masking Ability to obscure sensitive data from unauthorized users. |
Data masking capabilities are present via user permission levels and calculated fields; sensitive data can be obscured. | |
User Activity Monitoring Monitor and alert on suspicious or unauthorized user activity. |
Tableau offers monitoring and alerting on user activity via logs and integrations. | |
Data Retention Policies Configurable data retention and deletion schedules. |
Data retention/deletion and archiving policies are configurable in Tableau Cloud/Admin settings. | |
Multi-factor Authentication (MFA) Extra layer of login security using additional verification methods. |
Multi-factor authentication (MFA) is supported via Tableau Online and via SSO integrations. | |
Penetration Testing Frequency How often security penetration tests are conducted. |
No information available |
Self-service Analytics Business users can independently create and modify analyses and reports. |
Business users can create and modify dashboards/reports independently—self-service analytics is a core Tableau pitch. | |
Intuitive Interface User-friendly and consistent UI/UX design for all user levels. |
Tableau has a highly intuitive and consistent drag-and-drop UI, commonly cited by analysts and reviewers. | |
Guided Analytics Guided experiences, tutorials, and tooltips to help users navigate analytics workflows. |
Guided analytics supported with tooltips, introductory walkthroughs, and sample dashboards. | |
Accessibility Compliance Complies with accessibility standards (e.g., WCAG, ADA) for users with disabilities. |
Accessibility compliance (WCAG, ADA) is a listed Salesforce/Tableau standard (see accessibility statements). | |
Search and Recommendation Engine Search for data, reports, and recommendations using natural language. |
Built-in search for dashboards/reports; recommendations via Tableau Pulse and other modules. | |
Customization Level Degree of customization allowed for dashboards, reports, and visual elements. |
No information available | |
Average User Onboarding Time Time required for a new user to learn and start using the platform productively. |
No information available | |
Multi-language Support UI and documentation available in multiple languages. |
Tableau provides multi-language support for UI and documentation in several major languages. | |
Mobile App Availability Native mobile application for iOS and Android. |
Native Tableau Mobile App is available on iOS and Android platforms. | |
Personalized Dashboards Each user can personalize their dashboard to match preferences. |
Dashboards can be personalized by individual users for their own access and preferences. |
Integrated Collaboration Tools In-platform chat, comments, and annotation features. |
Integrated collaboration features: comments, tagging, annotation in Tableau Server/Cloud. | |
Version Control for Reports Track and revert to previous versions of reports and dashboards. |
No information available | |
Workflow Automation Automate business processes, task assignments, and approvals within analytics. |
No information available | |
Notification Center Centralized alerts and update notifications for analytics events. |
Notification Center exists in Tableau Cloud/Server with customizable alerts and notifications. | |
Scheduled Report Distribution Automatically distribute scheduled reports to users or groups. |
Report scheduling and automated email distribution are supported. | |
Third-party Collaboration Integrations Integration with external collaboration platforms (Slack, Teams, email, etc.). |
Third-party integrations for sharing and workflow include Slack, Teams, Salesforce, and email. | |
Approval Workflows Route insights, reports, or analytics outputs for approval before dissemination. |
No information available | |
Task Assignment Capabilities Assign data tasks or follow-ups directly from within the product. |
No information available | |
External Stakeholder Sharing Can securely share analytics with users outside the organization. |
Tableau allows secure sharing of dashboards with authorized external viewers. | |
User Activity Tracking Track collaboration actions for audit and improvement purposes. |
User activity for collaboration is tracked through Tableau's audit and access logs. |
Cloud Deployment Option Platform can be deployed and managed in the public or private cloud. |
Tableau is offered as SaaS (cloud) and in private clouds. | |
On-premises Deployment Option Platform supports deployment on internal servers. |
On-premises deployment possible via Tableau Server. | |
Hybrid Deployment Option Supports geographically distributed or hybrid cloud/on-premises setups. |
Tableau can support hybrid cloud/on-premises scenarios with data bridges/connectors. | |
Elastic Scalability Ability to automatically scale infrastructure and capacity up or down. |
Tableau Cloud offers elastic scalability with automatic resource adjustment. | |
Load Handling Capacity Maximum concurrent users supported without performance degradation. |
No information available | |
Multi-tenant Architecture Ability to securely support multiple organizations on the same platform. |
Multi-tenant architecture enabled by Tableau Cloud. | |
Data Residency Control Admins can specify geographic or jurisdictional location for stored data. |
Data residency can be controlled in Tableau Cloud/Salesforce per admin and regional settings. | |
Uptime / Availability SLA Percentage uptime or availability commitment in service level agreements. |
No information available | |
Automated Disaster Recovery Built-in tools for backup, failover, and recovery. |
Disaster recovery features, automated backups, and failover are documented for Tableau Cloud/Server. | |
Deployment Time Average time needed to deploy the platform in a production environment. |
No information available |
Custom Plugin/Extension Framework Allows users or partners to develop and deploy custom extensions or connectors. |
Custom plugins/extensions are supported using Tableau Extensions API. | |
Open API Access Comprehensive, documented APIs for system integration and workflow automation. |
Open API access is available through Tableau's REST, Hyper, and Extract APIs. | |
Scripting/Programming Support Support for scripting or coding custom analytics (e.g., Python, R, SQL). |
Script integration with Python, R, and SQL is fully supported in Tableau. | |
Custom Branding Ability to rebrand the analytics solution with the bank’s look and feel. |
Custom branding options available for dashboards and Tableau Server portal. | |
Custom Workflow Support Enable creation of tailored workflows for bank-specific processes. |
Custom workflow integrations possible via Tableau's APIs and extension framework. | |
Marketplace Ecosystem Access to a marketplace of prebuilt connectors, modules, and add-ons. |
Marketplace for prebuilt connectors, extensions, and add-ons (Tableau Exchange/Marketplace). | |
Embedded Analytics Analytics modules can be embedded into other bank applications or portals. |
Tableau dashboards and analytics can be embedded in external apps via embedding API. | |
Customization Documentation Quality Quality and comprehensiveness of developer guides for customization. |
No information available | |
Custom Report Templates Ability to create and manage custom template reports. |
Custom report templates can be created and reused across Tableau environment. | |
Support for AI Model Import/Export Supports importing and exporting external AI/ML models. |
No information available |
System Performance Dashboards Centralized dashboards showing system health, availability, response times, etc. |
System performance dashboards are available for Tableau Server/Cloud admins. | |
Resource Utilization Metrics Track CPU, memory, and storage consumption of the analytics platform. |
Resource utilization metrics available for Tableau administrators. | |
Latency Monitoring Measure and report on query, model, and visualization latency. |
No information available | |
Error and Exception Logging Detailed logs and tools for tracking, diagnosing, and fixing platform errors. |
Error and exception logging available in Tableau Server/Cloud admin tools. | |
Automated Scaling Automatically adjust resources based on usage metrics. |
Scalability and resource adjustment are possible in Tableau Cloud. | |
Usage Analytics Insights and metrics on how users engage with features and content. |
Usage analytics on dashboard/report usage available for administrators and creators. | |
Uptime Monitoring Automated tracking of system uptime. |
Uptime monitoring part of Tableau's admin suite and SLA reporting. | |
Alerting on Thresholds Send alerts based on resource usage or operational thresholds. |
Alerting on operational thresholds (storage, performance) can be configured in Tableau Server/Cloud. | |
Mean Time to Resolve (MTTR) Average time spent to resolve technical/platform incidents. |
No information available | |
Maintenance Window Scheduling Ability to schedule and communicate planned maintenance events. |
Admins can schedule and communicate planned maintenance in Tableau environments. |
24/7 Support Availability Support is available at all times, worldwide. |
24/7 support is offered for Tableau/Salesforce enterprise support contracts. | |
Dedicated Account Manager A specific person is assigned to manage relationship and support. |
Dedicated account managers available with Tableau enterprise/advanced support. | |
Onboarding and Training Programs Comprehensive training materials and onboarding for new users. |
Tableau provides onboarding and a wide array of training materials for new users. | |
User Community and Forums Access to online community and self-service peer support. |
Active online user community, forums, and peer-to-peer support available. | |
Professional Services Availability of expert services for implementation, customization, and data migration. |
Professional services offered for implementation and customization. | |
Knowledge Base Quality The comprehensiveness and up-to-dateness of platform documentation. |
No information available | |
SLA Response Time Guaranteed initial response time for support requests. |
No information available | |
Multi-channel Support Support available via phone, chat, email, and ticketing system. |
Multi-channel support available (phone, chat, email, web ticketing) as per Tableau support center. | |
Customer Success Resources Dedicated resources to ensure successful product adoption and value. |
Customer success services offered with higher-level Tableau/Salesforce contracts. | |
Feedback and Feature Request Mechanism Users can easily submit feedback and request new features. |
Feature request and feedback mechanisms are part of Tableau community and in-product support portals. |
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