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SERIES


TABLEAU'S FINANCIAL SERVICES AND INSURANCE VAULT

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Upcoming Sessions


WELCOME TO TABLEAU'S FINANCIAL SERVICES AND INSURANCE VAULT!

The Vault is a learning series specifically dedicated to the analytics needs of
our Financial Services and Insurance Community. Whether you're a current
customer, analyst, business unit or new to Tableau, we have a number of virtual
sessions that will help you throughout your analytics journey.

BANKING & PAYMENTS

WATCH NOW

WEALTH MANAGEMENT

WATCH NOW

INSURANCE

WATCH NOW

 

NEW TO TABLEAU

WATCH NOW

TABLEAU CRM

WATCH NOW

LEADING THROUGH CHANGE

WATCH NOW

DATA CULTURE

WATCH NOW

LEVEL UP

WATCH NOW

SERVICES

WATCH NOW

 


CREATE A VAULT CLUB AT YOUR COMPANY!

Do you have a group of Tableau fans who enjoy watching our Vault webinar series?
Create a Vault Club at your company by organizing regular meet-ups with your
team to share best practices and learnings from our webinars. For clubs of 3 or
more people, receive a special Vault swag package (complete with a mug,
notebook, wireless charging station, and more!) each member can sign up here


UPCOMING LIVE SESSIONS

SEPTEMBER 2021

Time Session Title   Sept. 1 - 10, 2021

LABOR DAY BREAK

There will be no sessions this week in observance of the holiday!

Sept. 15, 2021
12 - 1PM EST

DATA VIZ ART SHOWCASE: PRESENTING THE WINNERS OF THE ANNUAL CIBC, DELOITTE, AND
TABLEAU CHALLENGE

Earlier this year, Tableau, CIBC, and Deloitte Canada sponsored the 4th annual
Data VizArt Challenge – a nationwide competition for data visualization,
storytelling and analytics, open to undergraduate and graduate students across
Canada. This competition is the first of its kind in Canada with the goal to
promote data visualization and celebrate the creative storytelling capabilities
of analytics tools. It brings together tomorrow’s top talent in STEM, the Arts,
Communications and Business, and educates them about career opportunities within
the data, visualization and analytic fields.

Why is a data visualization competition important? It underpins the current and
accelerating future demand around storytelling and visualization that almost all
organizations need. All business are powered by data: learning how to innovate
and communicate insights is crucial.

Now, join us September 15th to see the “vizardry” from this year’s talented
winners!

Watch Now Sept. 21-23, 2021
 

DREAMFORCE

Success anywhere, Dreamforce everywhere. Join us for a global family reunion
streaming live on Salesforce+. Dreamforce 2021 is coming to you. So let’s come
together, from wherever you are, to learn, connect, have fun, and give back.

Watch Now Sept. 28, 2021
12 - 1PM EST

PEOPLE, PRODUCTS, & DATA: A HOLISTIC APPROACH TO PRODUCT DESIGN FOR PROTECTING
INVESTORS - A VANGUARD BUSINESS CASE

Extracting maximum value from your people, products, and data is challenging.
Orchestration can feel impossible and siloed workstreams blur the big picture
and product experience. Sound familiar?... You’re not alone!

The solution lies in a purposeful framework that capitalizes on the holistic
view of people, products, and data. And there is no better place to bring people
and data together than Tableau. This framework guides data professionals through
designing effective workshops, crafting engaging Tableau UI/UX, and releasing
great products!

Following this session, you will gain a new lens on how to maximize value from
your People, Products, and Data every time.

Register Now Sept. 30, 2021
10:30-11:30AM EST

VAULT COMMUNITY CONNECT - Q3 LEADERSHIP TOWN HALL

At Tableau, we have a simple and singular mission: We help people see and
understand data; join Greg Haislip for a community check-in, talking
of-the-moment issues Financial Services and Insurance companies are
experiencing. We’ll give an update as to what CDOs are pioneering and
championing, inspiring you for intelligent data transformation. And in true
community fashion, we will have open Q&A to address your more pressing concerns.
Topics include:
- Post Dreamforce recap
- Putting data in the hands of business leaders, with a use case on Human
Resources
- Exploring ESG (Environmental, Social, and Corporate Governance): It’s not
often business leaders call for more regulation. But there is clear support for
SEC action to require companies to disclose both sustainability and diversity
metrics. Why? To provide consistency, clarity and certainty.

Register Now

OCTOBER 2021

Time Session Title   Oct. 6, 2021
4:30-5:30pm EST

BATTLE OF THE BANKS

Our 2nd annual Battle of the Banks competition is back!  With ESG
(Environmental, Social & Governance) being at the forefront for businesses, our
ultimate viz games will be focused on the “E” in ESG.

It's mission critical. Increased stakeholder attention to corporate
environmental impacts and investors realizing that strong ESG performance CAN
safeguard a company’s success ━ all leads to an increased need to see and
understand data.

Join industry experts, your fellow trailblazers, and musical guest Michael
Franti for an hour of learning, music and friendly competition. Three finalists
will present their vizzes live and only one will be crowned champion. 

Register Oct. 13, 2021
1:00-2:00pm EST

EINSTEIN DISCOVERY FOR TABLEAU HANDS ON WORKSHOP

Join Tableau and get down to vizzness with Einstein Discovery. During this
session, we invite Tableau Rockstars who are ready to take their data to the
next level with Machine Learning! This Einstein Discovery for Tableau (EDT)
Hands On Workshops is your chance to focus on learning with hand on exercises to
build out your first Tableau Dashboards with Predictions.

Please note you will need these prerequisites, which will be emailed to you
prior to our session.
- Tableau CRM Trial Request
- Tableau Desktop 2021.1 or beyond
- Downloads Dataset, Tableau Dashboard

Register Oct. 20, 2021
12:00-1:00pm EST

BANKING ON WHAT’S NEXT WITH CANADIAN CUSTOMER DIGITAL INTERACTIONS AND DATA
ANALYTICS

Prior to the pandemic, many Financial Institutions in Canada had already
described digital transformation as a key focus area for the next 5 years. Of
the many ways COVID-19 changed our reality, one of those was a vast acceleration
towards a new operating model in finance. One where advanced analytics,
company-wide digitization initiatives, and leveraging AI are critical
differentiators.

Please join us for an engaging conversation that will highlight some of the
trends that are shaping the Canadian Financial industry and showcase how banking
leaders can leverage Tableau to position themselves for success in the post
pandemic era.

Register

NOVEMBER 2021

Time Session Title   Nov. 9-11, 2021
 

TABLEAU CONFERENCE

Tableau Conference is a global, interactive event that unites the world's
largest data community. Learn from analytics peers and product experts. Have fun
connecting with your #DataFam. And get inspired to do great things. Let's All
Data. Because data's for everyone, and we do data best when we do it together.

Register


ON DEMAND SESSIONS

NEW TO TABLEAU

HOW NOT TO EXCEL WITH TABLEAU

Watch Now

BEGINNER 2-PART SERIES: BANKING DEMO & TOPIC, PLUS HANDS ON TRAINING (PART 1)

Watch Now

BEGINNER 2-PART SERIES: BANKING DEMO & TOPIC, PLUS HANDS ON TRAINING (PART 2)

Watch Now

WHAT IS TABLEAU? INTRODUCTION FOR FINANCIAL SERVICES & INSURANCE

Watch Now

FINANCIAL SERVICES - CONSUMER COMPLAINTS: INTRO TO TABLEAU WORKSHOP

Watch Now

ZEN MASTER SESSION: ZERO TO ZEN

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 1 - SUPERSTORE

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 2 - SUPERSTORE PLUS 10 MIN. SERVER DEMO

Watch Now

DESIGN SECRETS FOR NON DESIGNERS, LOVELYTICS

Watch Now

TABLEAU ON TABLEAU: MARKETING

Watch Now

WHAT NEUROSCIENCE SAYS ABOUT DATA, ANALYTICS, AND DECISION-MAKING: PART 1

Watch Now

WHAT NEUROSCIENCE SAYS ABOUT DATA, ANALYTICS, AND DECISION-MAKING: PART 2

Watch Now

WHAT'S NEW IN TABLEAU & WHAT'S COMING?

Register

HOW TO EXCEL IN TABLEAU

Watch Now

TABLEAU ON TABLEAU: FINANCE

Watch Now

SERVER MANAGEMENT

Watch Now

DATA STORYTELLING BEST PRACTICES

Watch Now

BANKING & PAYMENTS

BEGINNER 2-PART SERIES: BANKING DEMO & TOPIC, PLUS HANDS ON TRAINING (PART 1)

Watch Now

BEGINNER 2-PART SERIES: BANKING DEMO & TOPIC, PLUS HANDS ON TRAINING (PART 2)

Watch Now

TRANSFORMATION TRENDS IN BANKING - LEVERAGING ANALYTICS TO THRIVE IN THE POST
PANDEMIC ERA

Watch Now

FINANCIAL SERVICES - CONSUMER COMPLAINTS: INTRO TO TABLEAU WORKSHOP

Watch Now

MITIGATING FRAUD RISK & OPTIMIZING OPPORTUNITY IN PPP ROUND 2

Watch Now

RETURN TO WORK FINANCIAL SERVICES WEBINAR

Watch Now

TABLEAU CRM FOR FINANCIAL SERVICES CLOUD

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 1 - STOCK MARKET DATA

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 2 - STOCK MARKET DATA PLUS 10 MIN. SERVER
DEMO

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 1 - BANK LOANS

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 2 - BANK LOANS PLUS 10 MIN. SERVER DEMO

Watch Now

COVID-19 ANALYTICS FOR FINSERV

Watch Now

SALESFORCE TABLEAU ANALYTICS FOR CUMULUS BANK

Watch Now

TABLEAU FOR FINANCIAL SERVICES AND INSURANCE

Watch Now

EMBEDDED ANALYTICS FOR EXTERNAL CUSTOMERS WITH LOVELYTICS

Watch Now

SUPERCHARGE TABLEAU WITH PREDICTIVE DASHBOARDING USING TABLEAU CRM DISCOVERY -
MACHINE LEARNING MODELS A TABLEAU ANALYST CAN BUILD AND DEPLOY

Watch Now

TABLEAU CRM FOR COMMERCIAL BANKING

Watch Now

ENABLE CREDIT RISK ANALYSIS FOR FINANCIAL INSTITUTIONS

Watch Now

VISUALIZING A CRISIS WITH TABLEAU AT BANK OF AMERICA

Watch Now

CFO BOARDROOM DISCUSSION: CREATING OPERATIONAL EFFICIENCIES, MITIGATING RISK,
AND DRIVING GROWTH THROUGH A PANDEMIC WITH TABLEAU, CFO, DAMON FLETCHER

Watch Now

TABLEAU CRM FOR MORTGAGE AND LENDING

Watch Now

TABLEAU CRM'S LATEST OOTB PREBUILT TEMPLATE: REVENUE OPERATIONS

Watch Now

WEALTH

GOVERN YOUR DATA AND EMPOWER INSIGHTS WITH KEYRUS AND TABLEAU IN WEALTH
MANAGEMENT

Watch Now

MITIGATING FRAUD RISK & OPTIMIZING OPPORTUNITY IN PPP ROUND 2

Watch Now

RETURN TO WORK FINANCIAL SERVICES WEBINAR

Watch Now

TABLEAU CRM FOR FINANCIAL SERVICES CLOUD

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 1 - STOCK MARKET DATA

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 2 - STOCK MARKET DATA PLUS 10 MIN. SERVER
DEMO

Watch Now

COVID-19 ANALYTICS FOR FINSERV

Watch Now

TABLEAU FOR FINANCIAL SERVICES AND INSURANCE

Watch Now

EMBEDDED ANALYTICS FOR EXTERNAL CUSTOMERS WITH LOVELYTICS

Watch Now

SUPERCHARGE TABLEAU WITH PREDICTIVE DASHBOARDING USING TABLEAU CRM DISCOVERY -
MACHINE LEARNING MODELS A TABLEAU ANALYST CAN BUILD AND DEPLOY

Watch Now

ENABLE CREDIT RISK ANALYSIS FOR FINANCIAL INSTITUTIONS

Watch Now

VISUALIZING A CRISIS WITH TABLEAU AT BANK OF AMERICA

Watch Now

CFO BOARDROOM DISCUSSION: CREATING OPERATIONAL EFFICIENCIES, MITIGATING RISK,
AND DRIVING GROWTH THROUGH A PANDEMIC WITH TABLEAU, CFO, DAMON FLETCHER

Watch Now

TABLEAU CRM FOR MORTGAGE AND LENDING

Watch Now

TABLEAU CRM'S LATEST OOTB PREBUILT TEMPLATE: REVENUE OPERATIONS

Watch Now

INSURANCE

MITIGATING FRAUD RISK & OPTIMIZING OPPORTUNITY IN PPP ROUND 2

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 1 - INSURANCE CLAIMS

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 2 - INSURANCE CLAIMS PLUS 10 MIN. SERVER
DEMO

Watch Now

RETURN TO WORK FINANCIAL SERVICES WEBINAR

Watch Now

TABLEAU CRM FOR FINANCIAL SERVICES CLOUD

Watch Now

COVID-19 ANALYTICS FOR FINSERV

Watch Now

TABLEAU FOR FINANCIAL SERVICES AND INSURANCE

Watch Now

EMBEDDED ANALYTICS FOR EXTERNAL CUSTOMERS WITH LOVELYTICS

Watch Now

HOW DATA IS CHANGING LIFE INSURANCE MARKETING AND RISK SELECTION - EXECUTIVE
ROUNDTABLE FOR INSURANCE HOSTED BY COENTERPRISE

Watch Now

TABLEAU CRM FOR INSURANCE

Watch Now

SUPERCHARGE TABLEAU WITH PREDICTIVE DASHBOARDING USING TABLEAU CRM DISCOVERY -
MACHINE LEARNING MODELS A TABLEAU ANALYST CAN BUILD AND DEPLOY

Watch Now

ENABLE CREDIT RISK ANALYSIS FOR FINANCIAL INSTITUTIONS

Watch Now

CFO BOARDROOM DISCUSSION: CREATING OPERATIONAL EFFICIENCIES, MITIGATING RISK,
AND DRIVING GROWTH THROUGH A PANDEMIC WITH TABLEAU, CFO, DAMON FLETCHER

Watch Now

TABLEAU CRM FOR MORTGAGE AND LENDING

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 1 - INSURANCE

Watch Now

INTRODUCTION TO TABLEAU DESKTOP: PART 2 - INSURANCE

Watch Now

BEST PRACTICES FOR MANAGING GLOBAL INSURANCE DATA ENTIRELY ON TABLEAU – A
PLAYBOOK BY SLALOM

Watch Now

TABLEAU CRM'S LATEST OOTB PREBUILT TEMPLATE: REVENUE OPERATIONS

Watch Now

TABLEAU CRM

NATIVE PREDICTIVE ANALYTICS FOR INCREASED CUSTOMER SATISFACTION AND RETENTIONS

Watch Now

EMPOWER RELATIONSHIP MANAGERS TO DRIVE WINNING CLIENT INTERACTIONS WITH
SALESFORCE ANALYTICS

Watch Now

EINSTEIN DISCOVERY FOR TABLEAU IN FINANCIAL SERVICES

Watch Now

REALIZE THE VALUE OF TABLEAU CRM WITH EMBEDDED ANALYTICS & AI - ATRIUM

Watch Now

TABLEAU CRM FOR FINANCIAL SERVICES CLOUD

Watch Now

TABLEAU CRM FOR COMMERCIAL BANKING

Watch Now

TABLEAU CRM FOR MORTGAGE AND LENDING

Watch Now

TABLEAU CRM FOR INSURANCE

Watch Now

SUPERCHARGE TABLEAU WITH PREDICTIVE DASHBOARDING USING TABLEAU CRM DISCOVERY -
MACHINE LEARNING MODELS A TABLEAU ANALYST CAN BUILD AND DEPLOY

Watch Now

TABLEAU CRM'S LATEST OOTB PREBUILT TEMPLATE: REVENUE OPERATIONS

Watch Now

LEADING THROUGH CHANGE

TELLING THE WORLD’S CLIMATE STORY THROUGH DATA

Watch Now

SPORTS, WOMEN & DATA: HOW TO STAY IN THE CHAMPIONSHIP MINDSET

Watch Now

COMING TOGETHER AGAIN (RETURNING TO OFFICE)

Watch Now

2020 TCISH PRESENTATION: DATA DIARIES: FINANCIAL SERVICES

Watch Now

2020 TCISH PRESENTATION: TABLEAU UNPLUGGED: FINANCIAL SERVICES

Watch Now

2020 TCISH PRESENTATION: ANATOMY OF A DASHBOARD: INSURANCE

Watch Now

LEADING THROUGH CHANGE: DATA CULTURE

Watch Now

RETURN TO WORK FINANCIAL SERVICES WEBINAR

Watch Now

LEADING THROUGH CHANGE WITH DATA AND ANALYTICS - FIMA VIRTUAL

Watch Now

COVID-19 ANALYTICS FOR FINSERV

Watch Now

TABLEAU FOR FINANCIAL SERVICES AND INSURANCE

Watch Now

HOW DATA IS CHANGING LIFE INSURANCE MARKETING AND RISK SELECTION - EXECUTIVE
ROUNDTABLE FOR INSURANCE HOSTED BY COENTERPRISE

Watch Now

USING NLG TO NAVIGATE THE NEW NORMAL

Watch Now

VISUALIZING A CRISIS WITH TABLEAU AT BANK OF AMERICA

Watch Now

CFO BOARDROOM DISCUSSION: CREATING OPERATIONAL EFFICIENCIES, MITIGATING RISK,
AND DRIVING GROWTH THROUGH A PANDEMIC WITH TABLEAU, CFO, DAMON FLETCHER

Watch Now

CUSTOMER STORIES

THAT ONE THING - FINANCIAL SERVICES

Financial institutions are turning to data to drive business resilience. Learn
how Vanguard Charitable, KeyBank, and Bank Mandiri are harnessing analytics and
leading with speed and insights to support communities in times of crisis.

Watch Now

GUIDING TARGETED PHILANTHROPY AT VANGUARD CHARITABLE USING DATA

Vanguard Charitable optimizes strategic grant making, cuts manual reporting by
50% with Tableau

Watch Now

DATA CULTURE

LEVERAGING THE TABLEAU COMMUNITY

Watch Now

CUSTOMER SUCCESS BRAIN DATE: BUILDING CHAMPION USER GROUPS

Watch Now

LEADING THROUGH CHANGE: DATA CULTURE

Watch Now

WHAT NEUROSCIENCE SAYS ABOUT DATA, ANALYTICS, AND DECISION-MAKING: PART 1

Watch Now

COMMUNITY CENTER - ENABLE, EXPAND AND EVOLVE YOUR SELF-SERVICE ANALYTICS
INITIATIVE

Watch Now

WHAT NEUROSCIENCE SAYS ABOUT DATA, ANALYTICS, AND DECISION-MAKING: PART 2

Watch Now

CREATING A DATA CULTURE: BUILDING A COMMUNITY

Watch Now

CREATING A DATA CULTURE: ANALYTICS PROFICIENCY

Watch Now

DRIVING DATA CULTURE WITH THE TABLEAU COMMUNITY TOOLKIT

Watch Now

CREATING A DATA CULTURE: DATA CULTURE EXPLAINED

Watch Now

DRIVING DATA CULTURE: IDENTIFYING AND CAPTURING VALUE

Watch Now

DRIVING DATA CULTURE: UNDERSTANDING GOVERNANCE

Watch Now

LEVEL UP

VIZZING FINANCIAL DATA

Watch Now

USING TABLEAU'S DATA MANAGEMENT CAPABILITY FOR ANALYTICS GOVERNANCE

Watch Now

HOW NOT TO EXCEL WITH TABLEAU

Watch Now

TABLEAU ON TABLEAU FOR HR

Watch Now

TEAM USA AT THE TOKYO GAMES: CREATING A VIZ AT RECORD SPEED

Watch Now

AI/ML & DATA SCIENCE FOR ANALYTICS

Watch Now

EXTERNALIZING ANALYTICS TO YOUR CUSTOMERS (IN PORTALS OR WITH SALESFORCE
COMMUNITIES)

Watch Now

CUSTOMER SUCCESS BRAIN DATE: EXPANDING YOUR SKILL BELT TO BE A TABLEAU MASTER

Watch Now

HOW TO DRIVE RESULTS WITH CUSTOMER FACING ANALYTICS SPONSORED BY LOVELYTICS

Watch Now

PRIVATE EQUITY: DATA TRANSFORMATION FOR CFOS: INTELLIGENT AUTOMATION ON CORE PE
PROCESSES - USEREADY

Watch Now

ZEN MASTER SESSION: ZERO TO ZEN

Watch Now

TABLEAU FOR SMARTIES (TABLEAU FOR DUMMIES)

Watch Now

USEREADY PIXEL PERFECT

Watch Now

SET ACTIONS, DYNAMIC PARAMETERS AND BEYOND

Watch Now

DESIGN SECRETS FOR NON DESIGNERS, LOVELYTICS

Watch Now

INTRODUCTION TO TABLEAU PREP (CREATOR) PLUS 5 MINUTE PREP CONDUCTOR DEMO

Watch Now

USEREADY TABLEAU PREP BUILDER

Watch Now

DATA MANAGEMENT

Watch Now

EMBEDDED ANALYTICS FOR INTERNAL CUSTOMERS WITH LOVELYTICS

Watch Now

EMBEDDED ANALYTICS FOR EXTERNAL CUSTOMERS WITH LOVELYTICS

Watch Now

USING NLG TO NAVIGATE THE NEW NORMAL WITH WORDSMITH

Watch Now

SUPERCHARGE TABLEAU WITH PREDICTIVE DASHBOARDING USING TABLEAU CRM DISCOVERY:
MACHINE LEARNING MODELS A TABLEAU ANALYST CAN BUILD AND DEPLOY

Watch Now

EMBEDDED ANALYTICS

Watch Now

EXTENDING TABLEAU'S ADVANCED ANALYTIC CAPABILITIES VIA THE ANALYTICS EXTENSION
API

Watch Now

ON CLOUD 9: TABLEAU + AWS

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BUILD BETTER TABLEAU DASHBOARDS, FASTER

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DATA MANAGEMENT

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AUGMENTED ANALYTICS WITH TABLEAU - ASK DATA & EXPLAIN DATA

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EMBEDDED ANALYTICS

Watch Now

SERVICES

GROWING AN ORGANIZATION WITH DATA-DRIVEN DECISIONS IN TABLEAU

Watch Now






YOUR FINANCIAL SERVICES AND INSURANCE LEADERSHIP TEAM

 

Greg Haislip

AVP, US Financial Services, Strategic Banking

ghaislip@tableau.com

 

 

Sarah Keren

AVP, Wealth Management, Banking and Payments

skeren@tableau.com

 

 

Jeff Black

Director, Solution Engineering

jblack@tableau.com

 

 

Mike Holcomb

Senior Manager, Customer Success

mholcomb@tableau.com

 
















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