As part of the bank’s ongoing journey toward delivering valuable ideas and improving the customer experience, Citizens has customized the Tableau CRM platform so its commercial bankers have a more complete view of clients’ needs and can deliver the right solution at the right time. This provides bankers with a real-time view of each relationship, helping them deliver the combined strength of the entire bank to each client.

Citizens bankers deliver long-term value for clients by providing sound expertise and tailored solutions throughout the lifecycle of their clients’ business. When that expertise is paired with cutting- edge business intelligence, the added value is substantial. The client-facing bankers at Citizens have always been known for reliability, professionalism, and understanding. Now that these experienced bankers have a one-stop-shop solution for market coverage, pipeline, and goals, they’re able to use this information to improve their own performance and spend more time meeting face-to-face with prospects and clients. A regional manager can see the same information, but summarized for each banker, with details available through dynamic filters and tables. Each level of the organizational hierarchy has a specific view, all sourced from the same underlying datasets.

The key to technological innovation is meeting rapidly evolving customer needs. Today, customers seek easy access, speed, and efficiency. The ongoing digital transformation allows the bank to better understand customers and more effectively deliver tailored advice, ideas, and solutions. Now Citizens has a one-stop portal that delivers valuable insights in the form of strategic dashboards, customized tables, and dynamic charts. In addition, Tableau CRM allows developers to consolidate data from multiple sources, transform that data with underlying calculations, and produce datasets that deliver valuable information to its bankers’ fingertips. Citizens’ bankers gain efficiencies through this centralized hub of business intelligence, available at their desks or on the road, updated frequently and autonomously.