The Next-Generation Analytics
Platform for Financial Services
Search & AI-Driven Analytics

Overview
The world’s most innovative, customer-centricfinancial service providers use ThoughtSpot toempower everyone in their organization with theability to quickly uncover data-driven insights fromC-suite executives to front-line employees.
With our customer analytics platform, financial
services professionals can use search to instantly
analyze billions of rows of customer data, andleverage artificial intelligence to get automated,
trusted, and relevant insights pushed to them.
Granular customer insights enable bank managers tooptimize portfolio mix, create new up-sell andcross-sell opportunities, and streamline support.

ThoughtSpot connects with any on-premise, cloud, big data, or desktop
data source, and deploys 85 percent faster than legacy technologies.

The Best Financial Services Companies use ThoughtSpot

www.thoughtspot.com • (800) 508 - 7008

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Financial Services - Solutions Brief

Crafting the Omni-channel
Experience in the Age of
the Empowered Consumer

show me number of clients by AUM by advisor name

Providing Granular Customer Analytics to the Entire Orgwith Search & AI

SimpleThoughtSpot provides true self-service analytics for everyone. Sales executives, financeheads, and marketers can use search to find granular insights around sales performance,
customer trends, insurance claims, and risk and regulations.

Smart
With SpotIQ, ThougtSpot’s AI-driven insights engine, financial services professionals get
answers on the fly as they search and can use one-click auto-analysis across billions ofrows to uncover anomalies and trends otherwise hidden in their data.

FastThoughtSpot’s in-memory calculation engine provides lightning fast answers on 10s ofbillions of rows. As data continues to explode, spend less time wading through it andmore time acting on customer insights with search & AI.

www.thoughtspot.com • (800) 508 - 7008

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Financial Services - Solutions Brief"ThoughtSpot's simple interface, speed and compute power
enables us to reach 18,000 colleagues across the organization. It
enables us to change the culture of how people interact with data."
LEE RAYBOULD,CHIEF DATA OFFICER, NATIONWIDE BUILDING SOCIETY

Deliver InstantInsights for All
With ThoughtSpot there is no “per user tax.” Get
unlimited user licenses to increase analytics
adoption and data-informed decision making
across your organization.

Set your Pinboards Free

Create and explore pinboards

Tap to drill anywhere with

Share insights with anyone

for instant answers on the gointeractive dashboards

in your organization

Use Cases
Retail Banking

Commercial & Business Banking

Get real-time insights into customers to

Uncover a complete view of investments andidentify cross-sell and up-sell opportunities.

insights on how to manage working capital.

Compliance

Financial Risk & Regulatory Analysis

Leverage AI to find outliers and anomalies inUnderstand the characteristics that lead to highplaces you may not have considered.

risk - and bad debt.

Claims Analysis

Accounting & Finance

Identify fraudulent transactions to reduce

Provide senior executives with instant accessclaim costs.

to the latest data.

Customer Acquisition

Customer Retention

Identify campaigns and marketing offers that

Uncover the factors that keep satisfied

generate profitable long-term customers.

customers coming back.

Customer Engagement

Trend Analysis

Explore which products customers

Spot trends at the branch and customer level

are actually using.

with AI-driven insights.

Learn more atthoughtspot.com/solutions/financial-services

www.thoughtspot.com • (800) 508 - 7008

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