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

 
Analyst Report
Paving the Path to AI-Fueled Business in Financial Services
  • Financial Services
Read Now
 
Starter Kit / Template
Tax Apportionment Factor Computation Starter Kit

This Starter Kit helps tax teams compute apportionment factors by analyzing sales, payroll, property, and nexus data across entities.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Tax PDF Data Extraction and Normalization

This Starter Kit helps tax teams extract data from tax PDFs by reconstructing tables, normalizing fields, and flagging low-confidence outputs.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Unstructured Invoice Intake and Structuring Starter Kit

This starter kit helps AP teams handle invoices from emails, PDFs, and scans by parsing fields and producing structured records.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Transfer Pricing Documentation Support Starter Kit

This Starter Kit helps tax teams produce transfer pricing documentation by linking intercompany transactions, comparables, and evidence.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
E-Book
5 Workflows P&C Insurers Can Automate in a Week
Learn how P&C insurers can use Alteryx to automate five high-impact workflows to reduce manual effort, improve accuracy, and act faster with trusted data.
  • Financial Services
Read Now