Zack Szykowny, Manager of the Center for Advanced Tax Technology
RSM
Alteryx for Financial Services
Automate Your Way to More Efficient Analytical Processes
Increase operational efficiencies. Manage risk. Drive Innovation. These are serious goals that require powerful tools. Get data preparation and automated analytics that are trusted and intuitive to use — so you can focus on results.
Solutions for Financial Services
Increase Revenue with Automated Credit Acceptance
Lower risk and increase revenue by automating credit acceptance processes with predictive and fraud detection models. Integrate data from multiple systems with code-free workflows to increase productivity.
Transform Regulatory Reporting with Automated Compliance Monitoring
Automated data prep and cleansing 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.
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 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.
We wanted a solution that would save us time, reduce human error and improve accuracy.
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.
Juliana Maia, Senior Manager of Tax Technology
Baker Tilly
Alteryx Starter Kits for Financial Services
Alteryx Financial Services Partners
Service Partners
- Banking & Capital Markets
- Office of Finance
- Sales
Cloud Partners
Frequently Asked Questions
What value does Alteryx 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 building automated and repeatable processes once that update as the data changes, reducing the repetitive and time-consuming spreadsheet processes.
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.
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 tools easier to use and 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 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.
- 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.