Financial Services

— Insights & Discussion —

Industry:

From global banks and investment firms to regulatory entities and regional credit unions, InterWorks understands the unique requirements of each. We can prove Tableau’s value, grow Tableau’s footprint and ensure that entire analytics practices are highly performant.

Too often, conversations about financial data turn traditional tools against visual analytics platforms like Tableau. Which is truly better? Excel is ubiquitous, but Tableau brings spreadsheets to life. In this webinar, Jimmy Steinmetz explains how the two cannot only coexist but greatly enhance each other....

Visualizing financial statements is hard. While not inherently a difficult task, when I speak with many of my clients' financial teams, their data tends to be some of the most sensitive that the company possesses, and for that reason, its presentation is very particularly curated....

How to get ahead of non-compliance Finance teams typically chase down non-compliant activity after the fact in an attempt to minimise the damage. However, with a modern analytics platform like Tableau it's quick and easy to detect potential violations in real-time by visually analysing your own...

When talking about data-driven culture deployment and Tableau user adoption, there are many components that can contribute to the overall process and help make it successful. One of these components is educating users. Many of us at InterWorks are certified Tableau trainers, and we are...

I'm a chartered accountant, and my background is in building finance functions and creating financial performance analysis reporting functions. I trained in a public practice, and after around six years, moved into industry. I've been working in industry for the last seven years, and analysing...

Foresight Group are a leading, independent infrastructure and private equity investment manager. They are owned by their partners who have combined investment experience of over 200 years across a wide variety of sectors. Their reputation has been built through a history of strong performance and...

What is the most valuable commodity for your finance team? You might say people. Well, let's assume you have the right people, with the right skills, in the right jobs. After that, what would be your answer? My answer would be time. Time is a scarce resource in...

Tableau isn't just a useful tool for visualising and analysing data. There's no doubt it has enabled me to improve and optimise my team, but there's another benefit I did not initially appreciate when I first began using Tableau. Coming from the world of Excel,...

So, a little about me, the author: I'm a chartered accountant and my background is in building finance functions and creating financial performance analysis reporting functions. I trained in a public practice and, after around six years, moved into industry. I've been working in industry...

Perhaps one of the greatest things about Tableau is how industry-agnostic it is. Though some industries are predisposed to be more data-driven than others, Tableau is making it criminally easy for anyone in any vertical to get more from their data. As a leading Tableau...

In the first post of this series, we reviewed how you can calculate compound annual growth rates in Tableau. This week, we’ll look at time series data using Bollinger Bands. A technical stock analyst named John Bollinger developed the technique and trademarked the name. Bollinger bands simply...

Every decade, I spend a few weeks planning the next 10 years. This thinking normally encompasses career and investment goals. This time, I decided to expand my time horizon. I’m 57 years old, so I wanted to start thinking about what my personal financial situation looks...

For a variety of reasons, businesses do not always tie their fiscal year to the standard calendar year. There are numerous explanations of why this might be beneficial to an organization, and they all seem to lead several of my clients to the exact same...

CHALLENGE: First Bank of Owasso has served the Owasso community and Northeast Oklahoma for over half a century. Serving over 10,000 clients in 39 states, First Bank of Owasso recognized the need for new IT infrastructure capable of keeping up with increasing demands. It was vital...

CHALLENGE: Citizens State Bank, a family owned community bank catering to central Oklahoma, looked to InterWorks to revamp its phone system. Their previous system was dated, and didn’t allow for an efficient flow of client calls, an essential function of any community enterprise. SOLUTION: InterWorks worked with the...

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