Speaker(s): Jacob Vann, Abby Kuang

This session covers how we empowered our digital marketing and product analytics teams to maintain healthy margins in the competitive mortgage-lending landscape. With digital marketing, real time data about our leads is essential. With Tableau we have enabled near real time alerting to make sure every team hits their goal. This session covers four main areas: Team organization, data structure, how we built Tableau reports, and how we use the Python "Tableau Server Client" API to integrate with OpsGenie and Slack for alerts.

Topic: Automation, APIs and Extensibility, Customer Use Cases
Theme: Embedded Analytics
Type: Session
Level: Advanced
Role: Developer
Track: Customer
Category: Financial Services
Time: Friday - 2:15pm to 3:16pm

Recording and Materials