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Adopting Analytics Best Practices in Securities & Broking & Wealth Management Industry with Tableau
Webinar held on 5th November, 2020
Securities, Broking & Wealth Management Business data is always in motion, hence Financial institutions around the world are turning to data analytics. Managing risk, building a foundation of trust, and empowering a culture of learning and sharing throughout the organization is what matters most now. Leveraging analytics to take quick decisions, react faster to the needs of the market, and to continue providing optimal customer service; you need the ability to visualize in real-time, to manage B2C lead generation campaigns, distributor performance tracking, third party product sales and brokerage business revenue trends & insights. With changing market forecasts and evolving customer requirements, Securities Business Managers must also turn to data to stay ahead of the curve. For their Digital Transformation with data, they are turning to Tableau to transform their data into actionable insights.

When it’s time to communicate, rich visualizations get your point across to leadership, partners, and investors—while interactivity enables them to draw their own conclusions. Learn how securities, broking and wealth management organizations are leveraging Tableau as a trusted resource in this unprecedented time.

Join us for this Exclusive Industry Event & learn how Tableau can help you rise above the sea of data to bring clarity, precision, and excellence to your day.

Webinar held on 5th November, 2020


Introduction and Leveraging Data during Uncertain Times (5 mins)

A Talk with Analytics Expert in Securities & Broking Analytics (25 mins)

A Talk with Tableau Expert in Wealth Management Analytics (10 mins)

Tableau Product Demo (20 mins)

Q&A (10 mins)


Securities, Broking & Wealth Management

Wealth Management AUM, Advisor Analytics & Risk Management

Market Insights & Campaign Management

Digital Customer Engagement

Dealer Productivity/Franchise Partner Analysis

Operational & Quality Analytics



Sourabh Dasgupta
Head - Tableau Training Services
CRG Solutions

Sourabh is the Head of Tableau Training Services at CRG Solutions. A versatile Technical Expert with over 19 years of work experience. He is a Professional Tableau Software Trainer, Accredited by Tableau and has delivered Tableau Desktop & Tableau Server training to clients across India, USA, Australia, Mongolia, Malaysia and Singapore. His training programs emphasize on discovering meaningful insights easily and quickly using Tableau.


Aashish Jindal
Data Strategist
Principal Financial Group

Aashish is the Data Strategist with Principal Financial Group with over 13 years of experience, with more than 10 years in the domain of Data Analytics. After his PGDM from IIM Ahmedabad in 2008, he started working at Angel Broking Ltd and spent more than 5.5 yrs working in BI & Analytics department. Later he joined  Motilal Oswal Securities Ltd. as Chief Data Officer where he spent two years, working on automated reporting and tool-based Analytics for all the Group companies.


Himanshu Sethi
Head - Analytics Practice
CRG Solutions

Himanshu Heads the Analytics Practice for CRG India & Singapore. He is Masters in business administration with a strong business acumen. His Industry knowledge has been leveraged by large enterprises to drive their digital transformation journey. He has been in the service industry for over 15 years now and his core area of specialization is into FMCG, NBFC & BFSI space. He is a deep planner, thinker & proven strategist and has conceived different business ideas which in turn has yielded great results.

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