Tableau Next Analytics Dashboards for Financial Services
Tableau Next is Salesforce's agentic analytics solution that provides personalized,
actionable insights. It unifies business data using the Data 360 semantic layer, leverages
Agentforce AI for context, and uses the #1 analytics platform to deliver these insights. It is
API-first and offers enterprise-grade performance and security.
Required Editions
Available in: Lightning Experience
Available in: Enterprise,
Performance, and Unlimited Editions
with the Agentforce for Financial Services Cloud Add-on License.
Set up Tableau Next Analytics Dashboards for Financial Services Install Tableau Next analytics dashboards to empower retail bankers with a comprehensive, data-driven view, facilitating the delivery of a personalized and seamless retail banking experience. These powerful, pre-built dashboards show actionable insights across key performance areas, including customer 360 profiles, deposit trends, lead generation, referral sources, and branch activity optimization. By unifying this data, bankers can drive personalized engagement strategies, elevate service efficiency, and deepen client relationships.
Retail Banking Insights Dashboards Gain comprehensive, role-specific data insights, across customers, deposits, leads, referrals, and branch activity with the Retail Banking Insights dashboards. Monitor customer performance and engagement, analyze banker activity, and track customer acquisition and conversion efforts. Empowers Retail Personal Bankers and Branch Staff to make informed decisions and effectively prioritize their work.
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