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Driving change across Lloyds Bank through collaborative dashboards

The world of commercial banking moves swiftly. B2B clients have complex needs and offer great opportunity for banks who can move fast, resolve queries quickly and provide a premium service. If relationship managers aren’t anticipating and responding to their client’s every need then business can easily be taken elsewhere. However, with hundreds of clients to manage at once, it is often impossible to keep them all happy.

For one of the largest commercial banks in the UK, Tableau provided the perfect solution to create client dashboards to help relationship managers, product partners, and service and operational staff to all easily access and take action on client feedback, review product opportunities and keep up to date with client industry news.
Recorded Oct 13 2016 20 mins
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Harmeen Birk, Director; Hristiyan Nedkov, Business Analyst, Tableau
Presentation preview: Driving change across Lloyds Bank through collaborative dashboards

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  • Title: Driving change across Lloyds Bank through collaborative dashboards
  • Live at: Oct 13 2016 1:00 pm
  • Presented by: Harmeen Birk, Director; Hristiyan Nedkov, Business Analyst, Tableau
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