Financial Case Study: Wells Fargo & Company

Decent Essays
Wells Fargo & Company is a financial services company publicly traded. In 2014, Wells Fargo provided services to 70 million customers. Convert the data generated by these customers in useful and easy to understand information is a big task that is assigned to a small team. In this video, three members of that team tell how Tableau helps them to spend less time preparing the data and more time to understand them.

Founded in 1852 and known for its iconic stagecoach, Wells Fargo & Company is a financial services company based in San Francisco and $ 1.7 billion in assets.

When it came time to redesign the portal's commercial banking business, the main decision makers realized that it was easy to collect a lot of data, but much more difficult
…show more content…
Although in reality, no member of Wells Fargo stole anything. Just we pray and ask pretty much borrowed.

It was very important to create the team, build infrastructure and create value immediately. "

Secil Watson (executive vice president responsible for wholesale sales solutions for Internet): "We have a very diverse customer base. Ranging from small businesses to large financial institutions. We can not generalize. "

Christine: "What we did was to collect all the data we could find and integrate them to try to represent the stories of our users and the behavior of these.

The main goal of collecting all this data was to understand how we should redesign our commercial banking portal. "

Brian Mooneyham (vice president of analysis and customer information): "Quickly, we realized that these data were disastrous".

"Tableau is very valuable because it allows us to reach a really wide audience with a high volume of information. Previously only it has been possible with a very large team.

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