Alteryx Analytic Templates

BANKING + FINANCIAL SERVICES TEMPLATE

Financial analytic teams have tough challenges: analyzing disparate datasets to detect fraud, estimating portfolio risk, addressing regulatory requirements, and doing so in a timely manner. Download the Banking + Financial Services Templates and learn how to move beyond inflexible analytic tech implementations or brittle spreadsheets.

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TEMPLATE
FEATURES

FRAUD RING ANALYSISFraud ring analysis template addresses identifying accounts of interest in a fraud ring by using Network Analysis, which provides an interactive visual representation, to detect potential fraud.
PORTFOLIO RISK EVALUATIONDetermine the value-at-risk of our holdings at the 95th and 99th percentile with a combination of Web Service APIs for 10 years of historical data and a custom portfolio of stocks.
RETAIL CREDIT SCORINGSee how to create multiple predictive models to predict and describe creditworthiness of customers, which ultimately increases profitability by reducing the bank's exposure to bad debt.
CENTRAL BANK SURVEY PARSINGSee how to work with multiple sheets in an Excel file to compile and parse survey data for specific regional and demographic analysis.

“We’re seeing our analysts provide better answers and solutions to problems in faster turnaround than was previously possible with historic tool sets.”
–JPMorgan Chase & Co

Download the Alteryx Banking + Financial Services Analytic Templates and see how to pivot away from spreadsheets and speed up your data analysis to answer more of the questions that matter. Best of all, simply adapt each template via drag-and-drop tools and add your own data to discover the exact insights you need right here, right now.

BANKING + FINANCIAL SERVICES TEMPLATE

GET YOUR ANALYTIC TEMPLATE

TEMPLATEFEATURES

TEMPLATE
FEATURES