Tableau for Banking Analytics from Tableau (Salesforce)

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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Product analysis by function

Customer Analytics for Analytics and Business Intelligence

Solutions for analyzing customer data to gain insights into behavior, preferences, and opportunities for engagement.
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Data Integration
(8 Yes /8 Known /10 Possible features)

Customer Segmentation
(8 Yes /8 Known /10 Possible features)

Advanced Analytics & Insights
(8 Yes /8 Known /10 Possible features)

Data Visualization & Reporting
(9 Yes /9 Known /10 Possible features)

Personalization & Recommendation Engines
(4 Yes /4 Known /10 Possible features)

Security & Compliance
(9 Yes /9 Known /10 Possible features)

User Experience & Usability
(9 Yes /9 Known /10 Possible features)

Collaboration & Sharing
(9 Yes /9 Known /10 Possible features)

Integration & Extensibility
(8 Yes /8 Known /10 Possible features)

Scalability & Performance
(4 Yes /4 Known /10 Possible features)

Support & Training
(9 Yes /9 Known /10 Possible features)

Risk Analytics for Analytics and Business Intelligence

Platforms for advanced analysis of various risk types to support risk management decisions.
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Data Integration and Connectivity
(9 Yes /9 Known /10 Possible features)

Risk Modeling and Scoring
(1 Yes /1 Known /10 Possible features)

Reporting and Visualization
(9 Yes /9 Known /10 Possible features)

Risk Data Governance and Security
(9 Yes /9 Known /10 Possible features)

Predictive Analytics and Machine Learning
(0 Yes /0 Known /10 Possible features)

Scenario and Stress Testing
(6 Yes /6 Known /10 Possible features)

Compliance and Regulatory Support
(6 Yes /6 Known /10 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

User Experience and Collaboration
(9 Yes /9 Known /10 Possible features)

Integration and Extensibility
(10 Yes /10 Known /10 Possible features)

Financial Performance Analytics for Analytics and Business Intelligence

Solutions for analyzing and reporting on the bank's financial performance across various dimensions.
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Data Integration
(8 Yes /8 Known /10 Possible features)

Financial Analytics & Metrics
(9 Yes /9 Known /10 Possible features)

Advanced Analytics and AI
(5 Yes /5 Known /8 Possible features)

Dashboards and Visualization
(9 Yes /9 Known /9 Possible features)

Audit, Compliance & Regulatory
(7 Yes /7 Known /7 Possible features)

User Management & Collaboration
(5 Yes /5 Known /7 Possible features)

Performance and Scalability
(1 Yes /1 Known /7 Possible features)

Security
(3 Yes /3 Known /5 Possible features)

Deployment & Integration
(6 Yes /6 Known /6 Possible features)

Support, Training & Documentation
(6 Yes /6 Known /6 Possible features)

Business Intelligence Platforms for Analytics and Business Intelligence

Comprehensive solutions for reporting, dashboarding, and self-service analytics across the organization.
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Data Integration & Connectivity
(7 Yes /8 Known /11 Possible features)

Data Governance & Security
(10 Yes /10 Known /11 Possible features)

Analytics & Reporting
(9 Yes /9 Known /11 Possible features)

Artificial Intelligence & Machine Learning
(1 Yes /2 Known /11 Possible features)

Collaboration & Sharing
(9 Yes /9 Known /10 Possible features)

Scalability & Performance
(6 Yes /6 Known /10 Possible features)

User Experience & Usability
(9 Yes /9 Known /10 Possible features)

Deployment & IT Management
(7 Yes /7 Known /10 Possible features)

Integration & Extensibility
(6 Yes /6 Known /10 Possible features)

Compliance & Regulatory Support
(2 Yes /3 Known /10 Possible features)

Support, Training, and Service
(9 Yes /9 Known /10 Possible features)

Advanced Analytics and AI for Analytics and Business Intelligence

Cutting-edge analytical solutions leveraging machine learning, artificial intelligence, and predictive modeling.
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Data Integration and Connectivity
(8 Yes /8 Known /10 Possible features)

AI/ML Modeling and Automation
(0 Yes /0 Known /11 Possible features)

Visualization and Dashboarding
(9 Yes /9 Known /10 Possible features)

Predictive and Prescriptive Analytics
(4 Yes /4 Known /10 Possible features)

Security and Compliance
(9 Yes /9 Known /10 Possible features)

User Experience and Usability
(8 Yes /8 Known /10 Possible features)

Collaboration and Workflow
(6 Yes /6 Known /10 Possible features)

Deployment and Scalability
(7 Yes /7 Known /10 Possible features)

Extensibility and Customization
(8 Yes /8 Known /10 Possible features)

Operational Performance and Monitoring
(8 Yes /8 Known /10 Possible features)

Support and Vendor Services
(8 Yes /8 Known /10 Possible features)

Data Visualization Tools for Data Management

Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
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Sorry, no analysis is avaiable for Data Visualization Tools

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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.

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.

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.

Tableau for Banking Analytics from Tableau (Salesforce)

Product analysis by function

Customer Analytics for Analytics and Business Intelligence

Data Integration (8 Yes /8 Known /10 Possible features)

Customer Segmentation (8 Yes /8 Known /10 Possible features)

Advanced Analytics & Insights (8 Yes /8 Known /10 Possible features)

Data Visualization & Reporting (9 Yes /9 Known /10 Possible features)

Personalization & Recommendation Engines (4 Yes /4 Known /10 Possible features)

Security & Compliance (9 Yes /9 Known /10 Possible features)

User Experience & Usability (9 Yes /9 Known /10 Possible features)

Collaboration & Sharing (9 Yes /9 Known /10 Possible features)

Integration & Extensibility (8 Yes /8 Known /10 Possible features)

Scalability & Performance (4 Yes /4 Known /10 Possible features)

Support & Training (9 Yes /9 Known /10 Possible features)

Risk Analytics for Analytics and Business Intelligence

Data Integration and Connectivity (9 Yes /9 Known /10 Possible features)

Risk Modeling and Scoring (1 Yes /1 Known /10 Possible features)

Reporting and Visualization (9 Yes /9 Known /10 Possible features)

Risk Data Governance and Security (9 Yes /9 Known /10 Possible features)

Predictive Analytics and Machine Learning (0 Yes /0 Known /10 Possible features)

Scenario and Stress Testing (6 Yes /6 Known /10 Possible features)

Compliance and Regulatory Support (6 Yes /6 Known /10 Possible features)

Performance and Scalability (4 Yes /4 Known /10 Possible features)

User Experience and Collaboration (9 Yes /9 Known /10 Possible features)

Integration and Extensibility (10 Yes /10 Known /10 Possible features)

Financial Performance Analytics for Analytics and Business Intelligence

Data Integration (8 Yes /8 Known /10 Possible features)

Financial Analytics & Metrics (9 Yes /9 Known /10 Possible features)

Advanced Analytics and AI (5 Yes /5 Known /8 Possible features)

Dashboards and Visualization (9 Yes /9 Known /9 Possible features)

Audit, Compliance & Regulatory (7 Yes /7 Known /7 Possible features)

User Management & Collaboration (5 Yes /5 Known /7 Possible features)

Performance and Scalability (1 Yes /1 Known /7 Possible features)

Security (3 Yes /3 Known /5 Possible features)

Deployment & Integration (6 Yes /6 Known /6 Possible features)

Support, Training & Documentation (6 Yes /6 Known /6 Possible features)

Business Intelligence Platforms for Analytics and Business Intelligence

Data Integration & Connectivity (7 Yes /8 Known /11 Possible features)

Data Governance & Security (10 Yes /10 Known /11 Possible features)

Analytics & Reporting (9 Yes /9 Known /11 Possible features)

Artificial Intelligence & Machine Learning (1 Yes /2 Known /11 Possible features)

Collaboration & Sharing (9 Yes /9 Known /10 Possible features)

Scalability & Performance (6 Yes /6 Known /10 Possible features)

User Experience & Usability (9 Yes /9 Known /10 Possible features)

Deployment & IT Management (7 Yes /7 Known /10 Possible features)

Integration & Extensibility (6 Yes /6 Known /10 Possible features)

Compliance & Regulatory Support (2 Yes /3 Known /10 Possible features)

Support, Training, and Service (9 Yes /9 Known /10 Possible features)

Advanced Analytics and AI for Analytics and Business Intelligence

Data Integration and Connectivity (8 Yes /8 Known /10 Possible features)

AI/ML Modeling and Automation (0 Yes /0 Known /11 Possible features)

Visualization and Dashboarding (9 Yes /9 Known /10 Possible features)

Predictive and Prescriptive Analytics (4 Yes /4 Known /10 Possible features)

Security and Compliance (9 Yes /9 Known /10 Possible features)

User Experience and Usability (8 Yes /8 Known /10 Possible features)

Collaboration and Workflow (6 Yes /6 Known /10 Possible features)

Deployment and Scalability (7 Yes /7 Known /10 Possible features)

Extensibility and Customization (8 Yes /8 Known /10 Possible features)

Operational Performance and Monitoring (8 Yes /8 Known /10 Possible features)

Support and Vendor Services (8 Yes /8 Known /10 Possible features)

Data Visualization Tools for Data Management

Data Integration
(8 Yes /8 Known /10 Possible features)

Customer Segmentation
(8 Yes /8 Known /10 Possible features)

Advanced Analytics & Insights
(8 Yes /8 Known /10 Possible features)

Data Visualization & Reporting
(9 Yes /9 Known /10 Possible features)

Personalization & Recommendation Engines
(4 Yes /4 Known /10 Possible features)

Security & Compliance
(9 Yes /9 Known /10 Possible features)

User Experience & Usability
(9 Yes /9 Known /10 Possible features)

Collaboration & Sharing
(9 Yes /9 Known /10 Possible features)

Integration & Extensibility
(8 Yes /8 Known /10 Possible features)

Scalability & Performance
(4 Yes /4 Known /10 Possible features)

Support & Training
(9 Yes /9 Known /10 Possible features)

Data Integration and Connectivity
(9 Yes /9 Known /10 Possible features)

Risk Modeling and Scoring
(1 Yes /1 Known /10 Possible features)

Reporting and Visualization
(9 Yes /9 Known /10 Possible features)

Risk Data Governance and Security
(9 Yes /9 Known /10 Possible features)

Predictive Analytics and Machine Learning
(0 Yes /0 Known /10 Possible features)

Scenario and Stress Testing
(6 Yes /6 Known /10 Possible features)

Compliance and Regulatory Support
(6 Yes /6 Known /10 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

User Experience and Collaboration
(9 Yes /9 Known /10 Possible features)

Integration and Extensibility
(10 Yes /10 Known /10 Possible features)

Data Integration
(8 Yes /8 Known /10 Possible features)

Financial Analytics & Metrics
(9 Yes /9 Known /10 Possible features)

Advanced Analytics and AI
(5 Yes /5 Known /8 Possible features)

Dashboards and Visualization
(9 Yes /9 Known /9 Possible features)

Audit, Compliance & Regulatory
(7 Yes /7 Known /7 Possible features)

User Management & Collaboration
(5 Yes /5 Known /7 Possible features)

Performance and Scalability
(1 Yes /1 Known /7 Possible features)

Security
(3 Yes /3 Known /5 Possible features)

Deployment & Integration
(6 Yes /6 Known /6 Possible features)

Support, Training & Documentation
(6 Yes /6 Known /6 Possible features)

Data Integration & Connectivity
(7 Yes /8 Known /11 Possible features)

Data Governance & Security
(10 Yes /10 Known /11 Possible features)

Analytics & Reporting
(9 Yes /9 Known /11 Possible features)

Artificial Intelligence & Machine Learning
(1 Yes /2 Known /11 Possible features)

Collaboration & Sharing
(9 Yes /9 Known /10 Possible features)

Scalability & Performance
(6 Yes /6 Known /10 Possible features)

User Experience & Usability
(9 Yes /9 Known /10 Possible features)

Deployment & IT Management
(7 Yes /7 Known /10 Possible features)

Integration & Extensibility
(6 Yes /6 Known /10 Possible features)

Compliance & Regulatory Support
(2 Yes /3 Known /10 Possible features)

Support, Training, and Service
(9 Yes /9 Known /10 Possible features)

Data Integration and Connectivity
(8 Yes /8 Known /10 Possible features)

AI/ML Modeling and Automation
(0 Yes /0 Known /11 Possible features)

Visualization and Dashboarding
(9 Yes /9 Known /10 Possible features)

Predictive and Prescriptive Analytics
(4 Yes /4 Known /10 Possible features)

Security and Compliance
(9 Yes /9 Known /10 Possible features)

User Experience and Usability
(8 Yes /8 Known /10 Possible features)

Collaboration and Workflow
(6 Yes /6 Known /10 Possible features)

Deployment and Scalability
(7 Yes /7 Known /10 Possible features)

Extensibility and Customization
(8 Yes /8 Known /10 Possible features)

Operational Performance and Monitoring
(8 Yes /8 Known /10 Possible features)

Support and Vendor Services
(8 Yes /8 Known /10 Possible 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.

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