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Alteryx usage within Financial services

SidUK
8 - Asteroid

Hi all,

 

I'm a BA/Data analyst within financial services and interested to know how you are using Alteryx in your company? 

 

e.g. Regulatory reporting, resolving data quality issues, API, Fpml, valuation models...

 

Thanks.

Sid

 

 

PhilippK
Alteryx Alumni (Retired)

Hi @SidUK ,

 

here is a good overview page about it:

https://www.alteryx.com/solutions/department/tax-audit-office-finance

 

In addition, I recommend the following Alteryx Starter Kit (included sample workflows in the Alteryx Designer):

https://www.alteryx.com/starter-kit/banking-financial-services

This includes sample workflow in the Alteryx Designer with respective use cases like the following:

screenshot.png

 

I hope this gives you a good start and inspiration about the possibilities of Alteryx within Finance.

 

Best regards

Phil

SidUK
8 - Asteroid

@PhilippK  Thanks for the reply. I am aware of the sample workflow you mentioned which are interesting. I'm more interested in actual usage within the financial services community.

 

From my experience and reading on here it seems to be more used for automation and enriching reports mainly.

 

Sid

PhilippK
Alteryx Alumni (Retired)

Do you already know the "Use Case Library"? Here you can find 32 public reference use cases in the Finance area:

https://community.alteryx.com/t5/Alteryx-Use-Cases/tkb-p/use-cases?industry_+Financial+Services=on&s...

 

I hope this gives you a good starting point.

SidUK
8 - Asteroid

@PhilippK  Cheers, this is good start!