Capital Markets,
Securities and AMCs

A launchpad to doing more than just reporting 'data' to empower business leaders to take the 'next best action.'

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4th July 2024 Time. 3:00 - 4:00 PM. Virtual.

JOIN US, for Tableau Thursday Webinar "Embed Data + Analytics + AI to Unlock Ultimate Business Insights"

Session: Monday, 4th July 2024. Time. 3:00 - 4:00 PM. Virtual.

At Tableau, we’ve helped hundreds of organisations transform the way they’ve used Data + Analytics + AI and in turn change how they analyze and understand market trends and patterns, making better investment decisions ! What if you could use Tableau to bring together silos of data across front, middle, and back offices to one central view, scale credit forecasting for faster buy/sell decisions, analyse entrance into new markets and accelerate time to market with profit & loss (P&L) as well as risk management for capital requirements and much more?

And in turn, leading to impact where – funds can gain deeper and summarized insights into market behaviour (catered to different roles), brokers can better serve trading customers and maximize their potential for brokerage as well as maximise portfolio returns, analyze vast amounts of financial data in real-time amongst a host of other pros!

Here’s a hint – Tableau is designed to help everyone (yes, literally – whether you’re a Tableau pro or you’re new to Tableau!) use data to quickly answer their own business questions. All of this — without technical skills needed!

Register for this webinar if you are looking forward to:

  • Getting started today with the world’s leading analytics platform by learning how Tableau can help you connect to and visualize your data (overview of Tableau’s key features and capabilities)
  • Discovering how to collaborate and share your insights with others – Real Time!
  • Upskilling your career and your teams using AI-powered analytics with Tableau Pulse

You will also hear from Uneecops — a Tableau partner – to learn about successful collaborations with myriad businesses in deployment of Tableau solutions and how Uneecops has a proven track record of guiding enterprises with Tableau’s services, streamlining processes and empower your workforce to unlock true power of data

Agenda

S.No. Topic Speaker Time
1 Industry POV for Capital Markets, Securities and AMCs by Use Cases in Tableau Vedant Sharma & Rashmi Toshniwal 20 min
2 Demonstration followed by Uneecops Speaker - Leveraging the Tableau Platform (from prep to publish) Abhishek Gupta 15 min
3 Conclusion & Closing Remarks Prasant Agarwal 5 min
4 Questions & Answers - 5 min

Featured Speakers

Vedant Sharma

Senior Engineer, Salesforce India

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Vedant Sharma, Senior Engineer - Analytics & Cloud at Salesforce, is a highly skilled professional with expertise in developing and optimizing cloud-based analytics solutions. His proficiency in leveraging advanced technologies to drive data-driven insights and cloud innovations has significantly contributed to Salesforce's robust analytics capabilities. Vedant's dedication to excellence and innovation positions him as a key player in the realm of analytics and cloud engineering.

Rashmi Toshniwal

Solutions, Financial Services
Tableau Software

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Rashmi Toshniwal is a solutions specialist in Financial Services at Tableau Software. Rashmi brings a wealth of experience, having engaged with some of the largest banks in India and across Asia in their analytics journeys. She advises financial institutions on understanding and selecting technologies that provide analytical insights into customer behaviors, risk management, performance measurement, and compliance. Learn from her deep knowledge and experience leveraging analytics for financial success.

Prasant Agarwal

Head of Marketing, Uneecops Business Solutions

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Prasant, as a 360 degree marketer, handles everything from digital to corporate, to business marketing to help grow the business. With more than two decades of experience in companies like Samsung, Persistent and Infogain he understands well how to harness the potential of technology for making a perfect blend of Digital Tools and Techniques and Marketing

Abhishek Gupta

Associate Director- Analytics Delivery

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Abhishek Gupta, Associate Director, Analytics Practice at Uneecops, is a distinguished professional specializing in data modeling, warehousing, and business intelligence across technologies like Tableau, Qlikview, MSBI, and Power BI. With extensive experience managing BI projects for SMEs and enterprises, Abhishek excels in diverse domains including supply chain, finance, manufacturing, and retail. His capability to lead large teams makes him a pivotal force in delivering impactful analytics solutions.