AuM, Lending Stock & Income

by Tableau



The Tableau Accelerator for AuM Lending Stock, and Income gives you a jumpstart to getting data-driven insights for CAL (client assets and liabilities) profitability. Portfolio managers can use this Accelerator to get an overarching view of AuM, lending stock, and income, and monitor the trends and understand the variation over periods of AuM, lending stock, and return on CAL.

This Accelerator is similar to ‘AuM, Lending Stock’ Accelerator. However, it introduces the concept of Income, which is the money that the bank (or financial institution) collects through fees from its clients. The Return on CAL measures the bank’s profitability compared to its AuM and lending stock volumes (CAL = AuM + Lending Stock).

Answer key business questions

  • What is our volume of AuM? Evolution of NNM?
  • What is our volume of lending stock? Evolution of NNL?
  • How profitable are we?
  • How much revenue did we generate?
  • Who are the clients contributing the most to income?

Monitor and improve KPIs

  • Total AuM
  • Total Inflows
  • Total Outflows
  • NNM (Net New Money)
  • Total Market Effect
  • Total Lending Stock
  • Total Inflows (Lending)
  • Total Outflows (Lending)
  • Total Income
  • Nb of Clients
  • Lost Clients
  • New Clients
  • Nb of RMs
  • NNL (Net New Lending)
  • Total CAL
  • Return on CAL %
  • AuM per Client
  • Income per Account
  • AuM per RM
  • Income per RM
  • NNM per Client
  • NNM per RM
  • Accounts per Client

Required attributes

  • Month (date)
  • Business Line (string)
  • Relationship Manager (string)
  • Client (string)
  • Mandate (string)
  • Inflows (numeric)
  • Outflows (numeric)
  • Market Effect (numeric)
  • AuM (numeric)
  • Inflows (Lending) (numeric)
  • Outflows (Lending) (numeric)
  • Lending Stock (numeric)
  • Income (numeric)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • IBM - Global Salesforce and Business Expertise
  • USEReady - Global team of modernization and analytics experts focused on Financial Services
  • Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics
  • CoEnterprise - Deep Customer and Vendor insights with Tableau
  • Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal