Use data and analytics to build Client Insights
The first task was to interview over 100 different stakeholders across the business – from Sales, Marketing, Account Managers, Investment Managers, Finance, Operations, etc – to understand what information would help them better understand their clients. The next step was to prioritise efforts on the data already available.
Using Alteryx as an ETL tool, we started to blend multiple different data source to begin answering the business questions. Extracting account permissions from Salesforce, we were able to be sure all sharing rules were honoured, users could only see the clients within their scope.
The Client Insights were presented in Tableau dashboards. Client specific dashboards were displayed in Salesforce meaning the user didn’t have to leave Salesforce to get their client information. In addition users could access information from Tableau Server directly, both in the form of emailed alerts and proactively accessing the Tableau server.