Generic Resource Tile 9
DATA SHEET

Rewriting the Financial Services Playbook: Moving from Spreadsheets to Automated Analytics

Regulators are increasing scrutiny on spreadsheet-heavy processes across financial services.

Discover how Alteryx, in partnership with NextWave, helps banks and insurers replace fragile manual workflows with governed, scalable analytics automation – faster and with measurable impact.

Download the guide.

 

Recommended Resources

 
Webinar
Three Tax Processes Financial Services Teams Can Automate in a Week
Learn how financial services tax teams automate compliance, apportionment, and depreciation to improve accuracy, reduce risk, and create audit-ready, reusable workflows.
  • Finance
  • Financial Services
Watch Now
 
Customer Story
Powering Custella’s Marketing Analytics: How Alteryx Works Behind the Scenes
Sumitomo Mitsui Card Company used Alteryx to automate reporting, reduce errors, and democratize machine learning, accelerating insights for its large-scale marketing analytics service.
  • Marketing
  • Financial Services
Learn More
 
Customer Story
How JKB Streamlined Analytics and Boosted Efficiency Using Alteryx
Jordan Kuwait Bank implemented Alteryx to automate manual reporting and data workflows, cutting report generation time by 70%, reducing errors, and empowering analysts to deliver faster, data-driven insights.
  • Analytics Automation
  • Financial Services
Learn More
 
Webinar
Inside T-Mobile’s Modern Finance Transformation: Faster Close, Better Governance, Smarter Automation
T-Mobile shares how they reduced manual work, removed bottlenecks, accelerated close, and strengthened SOX by modernizing finance with automation, governance, and smarter workflows
  • Finance
  • Financial Services
Watch Now
 
Event
Accelerating Cloud Transformation with Alteryx One: M&T Bank’s Modernization Journey
See how M&T Bank modernized complex SQL and SAS pipelines across 10+ databases using Alteryx to build transparent, governed workflows and accelerate cloud-ready analytics at scale.
  • Live Webinar
  • Analytics Leader
  • IT Leader
Register Now
 
Use Case
Demand Forecasting
Empower finance teams to predict demand shifts faster and more accurately with explainable AI, automated workflows, and unified data across ERP, CRM, and planning systems.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More