Case Study: Swiss Life achieves a data-driven transformation and streamlined decision-making with Tableau Software

Swiss Life puts data at the heart of its growth strategy with Tableau Software

Swiss Life, a leading French insurance and asset‑management group with over a century of operations, sought to put data at the heart of its growth strategy but faced fragmentation: three separate visualization tools, inconsistent results, costly IT feeds, and analysts relying on heterogeneous sources. The company needed a single, reliable source of information and a stronger data culture to improve decision‑making and surface business opportunities.

Swiss Life standardized on Tableau (with implementation support from Actinvision), built or enriched data marts drawing from 100+ sources, and set up a dedicated team to manage common indicators. The rollout delivered 225 dashboards and 1,630 views, trained 200+ users, and launched community practices (quarterly “Dashboard Shows,” newsletters). The result was a single standardized data base, faster, more reliable analysis, measurable productivity gains, and progress toward becoming a data‑driven organization.

Swiss Life

Emmanuel Dubois

Chief Data Officer