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Alteryx Data Analytics for Financial Services

 

Power Financial Services Efficiency with Data Analytics Automation by Alteryx

Enhance operational efficiency. Strengthen risk management. Accelerate innovation. Financial services demand precision and insight, and that starts with the right analytics tools. Empower your team with trusted, intuitive solutions for data preparation and automated analytics, so you can focus on driving smarter financial decisions.

 
 
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Data Analytics Solutions for Financial Services

Increase Revenue with Automated Credit Acceptance

Lower financial risk and increase revenue by automating credit acceptance processes with predictive analytics and fraud detection models. Integrate data from multiple systems with code-free workflows to increase productivity.

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RCI Bank and Services logo

Transform Regulatory Reporting with Automated Compliance Monitoring

Automated data prep and data cleansing for financial services enable a proactive regulatory quality assurance process to identify issues quickly and reduce risk. Easily adaptable workflows provide the agility needed to respond to changing and complex regulatory environments.

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Bank of America logo

Accelerate Ideation and Employee Engagement through Application Integration

Seamless integration using data connectors helps non-technical users gain easy access to Jira data and automate ideation and creation for thousands of projects. This financial services analytics solution saves over 200 hours per week and drives innovation across the organization.

 

We're saving our tax teams hundreds of hours and letting them just focus on their analysis. And we’re getting rid of that human error – that's the beauty of automation.

RSM

Zack Szykowny, Manager of the Center for Advanced Tax Technology

RSM

We wanted a solution that would save us time, reduce human error and improve accuracy.

Bank al Etihad

Batool Madanat, Business Performance Analyst

Bank al Etihad

This powerful automation transformed what used to be hours of intricate manual work into an efficient process. The improvement has not only unlocked invaluable time for our team but has also infused consistency into every aspect of our process.

Baker Tilly

Juliana Maia, Senior Manager of Tax Technology

Baker Tilly

 

Alteryx Starter Kits for Financial Services Analytics

 
 
Starter Kit

Financial Services

Leverage large datasets and analyze disparate datasets in order to detect fraud, predict creditworthiness, and streamline your SEC filings.

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Starter Kit

Office of Finance

Innovate and modernize financial processes with automated self-service data analytics.

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Starter Kit

Data Blending

Jumpstart your path to mastering data blending and automating repetitive workflow processes.

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Starter Kit

Tableau

Quickly get started with pre-configured Alteryx workflows and the corresponding Tableau visualizations.

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Alteryx Financial Services Partners

Service Partners

  • Banking & Capital Markets
  • Office of Finance
  • Sales
 

Alteryx Cloud Partners

 

Financial Services Analytics Resources

 
Customer Story
INVESTBANK Automates Regulatory Reporting and Risk Management With Alteryx
INVESTBANK uses Alteryx to automate regulatory reports and modernize risk management, cutting reporting time by 90% while improving accuracy, compliance, and cross-functional collaboration.
  • Finance
  • Financial Services
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Webinar
Three Tax Processes Financial Services Teams Can Automate in a Week
Learn how financial services tax teams automate compliance, apportionment, and depreciation to improve accuracy, reduce risk, and create audit-ready, reusable workflows.
  • Finance
  • Financial Services
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Customer Story
Powering Custella’s Marketing Analytics: How Alteryx Works Behind the Scenes
Sumitomo Mitsui Card Company used Alteryx to automate reporting, reduce errors, and democratize machine learning, accelerating insights for its large-scale marketing analytics service.
  • Marketing
  • Financial Services
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Event
Accelerate AI-Ready Analytics with Trusted Data Lineage
Join Alteryx and Collibra in this webinar on-demand to learn how data lineage enables faster, more confident analytics by connecting governance with AI-driven innovation.
  • Analytics Leader
  • IT Leader
  • BI/Analytics/Data Science
Register Now
 
Datasheet / Brief
Moving from Spreadsheets to Automated Analytics
Discover how Alteryx, in partnership with NextWave, helps banks and insurers replace fragile manual workflows with governed, scalable analytics automation - faster and with measurable impact.
  • Finance
  • Financial Services
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Customer Story
How JKB Streamlined Analytics and Boosted Efficiency Using Alteryx
Jordan Kuwait Bank implemented Alteryx to automate manual reporting and data workflows, cutting report generation time by 70%, reducing errors, and empowering analysts to deliver faster, data-driven insights.
  • Analytics Automation
  • Financial Services
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Frequently Asked Questions

 
What value does Alteryx analytics provide for financial services companies?

Blending Multiple Data Sources

Leverage data from various disparate systems, sources and data structures to make more impactful decisions based on all your data.

Repeatable Workflows

Eliminate repetitive, manual spreadsheet processes by creating automated processes that update dynamically as data changes, thus reducing the repetitive manual processes of excel.

Data Automation & Scheduling

Speed up the time to insights and decisions by automating and scheduling the analytic processes to run on a scheduled basis, freeing up your time to work on more strategic initiatives for your financial services business.

Improved Accuracy

Reduce manual errors and risk from manual processes while increasing accuracy with automated analytics and reports.

Auditable Process

Quickly and easily view an Alteryx workflow to gain insight into how the data has changed and what is taking place within each step of the analytics process.

 
What do we mean by Code-Free and Code-Friendly?
  • Code-free means executing complex analytics and data science workflows using a drag and drop interface for analytics modeling rather than coding language.
  • Code-friendly means Alteryx can integrate with popular programming languages like Python so coders can use Alteryx to accelerate, organize, and visualize their workflows.
 
How does Alteryx enable financial services companies to use generative AI in their data analytics processes?

Generative AI makes Alteryx analytics tools easier to use and your financial services data easier to understand. We couple generative AI with other AI models to surface meaningful insights in your data while minimizing the dependence on prompt construction and visualization design skills.

 
What are the benefits of the Alteryx analytics platform for financial services companies?
  • Reduce business risk by eliminating manual processes, consistent access controls, and self-documenting logic.
  • Improve operational efficiency by automating data preparation, providing self-service analytics, and enabling faster data-driven decisions for your financial services business.
  • Increase governance with centralized data management, inherent auditing capabilities and enforced compliance with policies and regulations.
  • Accelerate innovation with collaboration, advanced analytics, and rapid prototyping.