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Tableau for Financial Services

Helping banks, wealth management firms, and credit unions overhaul user experience and manage risk

Solve your financial services pain points with Tableau

Leaders in the financial services industry face a unique set of challenges in that they simultaneously have to keep up with regulation and the evolving needs of their clientele, all while managing risk and modernizing their technology.

This can be quite the task, but Tableau provides the tools to accomplish all of this in one place. Finance teams have begun to embrace the digital transformation after seeing the results from acting on insights uncovered by Tableau.

Demo: Predictive Insights in Tableau

Get a firsthand look at our business science embedded predictive dashboard built in Tableau for wealth asset managers.

Data builds up rather quickly in this industry, and Tableau is able to analyze it and uncover patterns that enable financial institutions to make data-driven decisions that improve the overall customer experience.

Our Tableau Service Offerings

Visualization and Development

Create beautiful visualizations in Tableau that enable users to progressively discover insights to enable peak performance.


Rapid Server Starts

Just getting started? We can help get your Tableau Server environment installed and configured properly so that you can begin your Tableau journey. 


Data Prep Design and Development

Well-constructed data is the foundation of any great visualization. Whether you’re having performance issues with your current dashboards or you want to make sure you do it right the first time, we can help.

Server Upgrades

Server maintenance is essential, and upgrades are part of the process to keep your Tableau environment functioning at a high level. Let us help ensure your environment is current.


Predictions in Tableau

Harness the power of AI and machine learning by building and embedding data models directly within Tableau dashboards. Whether it’s Salesforce Einstein or a custom model, we can exponentially increase the value of your insights through predictive modeling.

Health Check

Tired of staring at the spinning wheel while your dashboard loads? There’s a good chance we can fix that. Our comprehensive review of server settings and configuration that frequently drag down performance can breathe new life into your Tableau implementation.

Whether you’re considering a migration to Tableau Cloud, considering shifting servers, or looking to rework your data architecture supporting your implementation, Atrium can help provide guidance and a pathway to success.

Let's Talk

Get started with Tableau for your financial services firm.

We Know Tableau

As the market leader in providing intelligent experience solutions on the Salesforce platform, we combine CRM strategy, data science, and Tableau software implementation expertise to drive sustainable business intelligence solutions on the Tableau platform.