About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Broadridge Integrates Tableau with Investment Management Data Warehouse

Subscribe to our newsletter

Broadridge Financial Solutions has partnered Tableau Software to deliver enhanced analytics and visualisation capabilities to its investment management clients. The partnership integrates the Broadridge investment management data warehouse and Tableau to provide self-service access to individualised analytics, customisable digital reports and interactive dashboards.

Eric Bernstein, head of asset management solutions at Broadridge, says: “Actionable data is at the forefront of everything today. Data aggregation and normalisation is a constant pain point for the industry and getting it right for our buy-side clients is one of Broadridge’s competitive advantages. Tableau’s visual analytics platform, combined with our software, provides insights and analytics into trading, portfolio and operations data at the speed of thought.”

Some of the latest developments to the Tableau analytics platform include capabilities such as smart data recommendations powered by machine learning, and a more natural, conversational way to ask questions and gain insights from data using natural language processing.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Generative and Agentic AI in Financial Markets: What the Data Really Shows

Date: 15 October 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Artificial intelligence is reshaping financial markets – but the reality on the ground is more nuanced, more uneven, and more instructive than the headlines suggest. A new A-Team Insight research programme, drawing on responses from senior AI decision-makers at...

BLOG

Deeploy Q&A: Keeping a Careful Eye on AI Agents and Models

Dutch governance for AI platform Deeploy works within highly regulated industries to ensure their agents and models are running on safe guard rails. Data Management Insight spoke to Maarten Stolk, Co-Founder and Chief Executive at Deeploy, about the company and why governance is so crucial in the AI age. Data Management Insight: When was Deeploy...

EVENT

RegTech Summit London

Now in its 10th year, RegTech Summit London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to innovate the compliance function and response.

GUIDE

AI in Capital Markets Handbook 2026

AI adoption in capital markets has moved into a more disciplined phase. The priority is now controlled deployment: where AI can be used safely, where it can deliver measurable value, and how outputs can be governed, monitored and evidenced. The 2026 edition of the AI in Capital Markets Handbook examines how AI is being applied...