Jul 31, 9:30 – 10:30 PM (UTC)
Tired of one-size-fits-all dashboards that miss the mark? Join us as we show how a purpose-first approach and Dynamic Zone Visibility turned raw customer-language data into crystal-clear insights.
79 RSVP'd
You’re invited to the next virtual Financial Services Tableau User Group meetup on Thursday, July 31, 2025 at 5:30 PM ET. In financial services, the best dashboards do more than display numbers; they answer the questions that matter. Join us for a behind-the-scenes look at a Tableau dashboard designed for a banking client to explore customer language preferences. Lisa Hitch, Data Consultant at the Information Lab, will share the story behind how the dashboard came to be, the key lessons learned along the way, and a walkthrough of technical features, including Dynamic Zone Visibility, that made the project a success. This session blends design thinking with Tableau best practices and encourages you not to stop at standard requirements, but to keep asking "Why?"
The Information Lab
Data Analytics Consultant & PhD Student
Thursday, July 31, 2025
9:30 PM – 10:30 PM (UTC)
Welcome & Introduction |
Lisa Hitch | Customer Language Dashboard |
Old Dominion University
CRM Analyst
New York Life Insurance Company
Tableau User Group Leader
The Information Lab | The Data School, New York
User Group Ambassador
Keyrus US
User Group Leader
Wiiisdom
User Group Leader
Old Dominion University
Data Analyst
Cetera Financial Group
Tableau User Group Leader
New York Life Insurance Company
Tableau User Group Leader
Contact Us