Accelerators
Categories
Features
Financial Services
Risk Register
by Tableau
Assess your current exposure to risks
AuM, Lending Stock & Income
by Tableau
Assess your overall performance: Assets under management, Lending Stock & Revenues
AuM, Lending Stock
by Tableau
Assess your overall performance: Assets under Management & Lending Stock

Banking Loans
by Tableau
Assess your performance on loans: client liabilities, interests, amortization, revenue...
AuM & Income
by Tableau
Assess your overall performance: Assets under Management & Revenues
AuM - Assets under Management
by Tableau
Assess your overall performance: Assets under Management & Net New Money
Trading
by Tableau
Assess and Improve your trading performance
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Call Center
by Tableau
Assess & Improve the performance of your Call Center: Incoming Calls, FCR, CSAT...
Financial Statement
by Tableau
Assess the financial health of your organization: Income Statement & Balance Sheet

Climate Change Portfolio Risk
by USEReady
Make better decisions for your investments portfolio based on climate change projections

Client-facing Wealth Management Analytics
by Lovelytics
Enable clients to monitor key portfolio metrics

Financial Advisor Outreach Performance
by USEReady
Customer Outreach performance metrics for Fund Advisors

Insurance Underwriter Scorecard
by CoEnterprise
Evaluate underwriter efficiency, improve cycle time, and reduce costs.
운용자산 + 주식대차거래 + 수익 대시보드 - 한국어
by Tableau
해당 엑셀러레이터를 통해 운용자산, 대차거래(대주), 수익을 전반적으로 파악하고 추세를 확인 할 수 있습니다.
운용자산 + 주식대차거래 대시보드 - 한국어
by Tableau
해당 엑셀러레이터를 통해 운용자산, 주식대차거래(대주액), 신규자금, 신규대출지급액의 규모를 이해하고 현황을 모니터링 할 수 있습니다.
운용자산 + 수익 대시보드 - 한국어
by Tableau
운용자산 + 수익 대시보드를 통해 운용자산 규모와 수익성에 대해 확인 할 수 있습니다.
운용자산 대시보드 - 한국어
by Tableau
운용자산 대시보드를 통해 운용자산 규모와 신규 자금의 입/출 현황을 모니터링 할 수 있습니다.

Broker Portfolio Analytics
by The Information Lab
Explore and contrast how brokers have contributed to KPIs

Investment Portfolio Performance
by Lovelytics
Insights into the financial performance of the companies in your investment portfolio

Insurance Underwriter Performance
by The Information Lab
Comparison and benchmarking of underwriters across a series of customizable key metrics

Portfolio Performance for Wealth Managers
by The Information Lab
Insights into Portfolio and Client performance for Managers and Advisors.