Skip to Content

Join us at Alteryx Inspire 2025 May 12-15 in Las Vegas, NV. Register Now - space is limited!!!

×
Data Analytics Financial Services - Alteryx - Hero graphics_720x300_Financial Services

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.

 
Video Embed

Data Analytics Solutions for Financial Services

 

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.

Download Now
 
 
Starter Kit
Office of Finance

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

Download Now
 
 
Starter Kit
Data Blending

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

Download Now
 
 
Starter Kit
Tableau

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

Download Now
 

Alteryx Financial Services Partners

Service Partners

  • Banking & Capital Markets
  • Office of Finance
  • Sales
 

Alteryx Cloud Partners

 

Financial Services Analytics Resources

 
E-Book
How Global Financial Institutions Automate Processes and Reduce Risk
Learn why leaders at top global banks rely on the Alteryx AI Platform for Enterprise Analytics to automate data processes, improve decision-making, and reduce risk.
  • IT Leader
  • Financial Services
Read Now
 
Event
Strengthening Banking Foundations with Data and Analytics
Discover how banks are navigating economic uncertainty, regulatory shifts, and digital transformation in 2025. Join Alteryx’s Financial Services Transformation Lead, Jawwad Rasheed, for a two-part webinar series exploring AI adoption, data-driven resilience, and real-world modernization strategies.
  • Live Webinar
  • Financial Services
Register Now
 
Webinar
PwC Gold Sponsor Session: Human-led, tech-powered
In this sponsor session at Inspire on Tour in London, hear from PwC Partner Karl Saunt to hear how PwC transformed their business by investing in the democratisation of analytics, and how they have helped their customers to improve their processes and reduce their exposure to risk.
  • Finance
  • Marketing
  • Supply Chain
Watch Now
 

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.