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

Recorded Webinar: Navigating a Complex World: Best Data Practices in Sanctions Screening

As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has never been higher and the penalties for doing so are harsh. Traditional sanctions screening...

BLOG

Twelve Leading Data Lineage Solutions for Capital Markets

The ability to trace the journey of data from its origin to its final report is no longer a luxury but a regulatory and operational necessity. As firms grapple with the intensifying requirements of regulations such as BCBS 239, GDPR and the shifting landscape of MiFID II, the “black box” approach to data management has...

EVENT

TradingTech Summit New York

Our TradingTech Summit in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

Data Lineage Handbook 2019

Welcome to our latest handbook on data lineage, a critical concern for data managers working to achieve regulatory compliance, deliver operational gains, and provide meaningful value to the business. The handbook covers the complete scope of data lineage, with a view to helping you win management buy-in and budget, decide whether to build or buy...