Case Study: Wells Fargo Bank achieves faster analytics adoption and executive buy-in with Tableau Software

Wells Fargo Bank - Customer Case Study

Wells Fargo’s Strategic Planning team, led by VP Dana Zuber, needed to optimize the bank’s distribution network (stores and ATMs) while rapidly ramping up team analytics skills and persuading senior leaders with clearer, more actionable insights. The challenge was moving beyond static PowerPoint presentations to more engaging, repeatable analytics that could scale across regions.

The team adopted Tableau for visual analytics, used a la carte training to accelerate learning, and shifted to live dashboards and Tableau Server for demos and replication. The result: higher executive engagement, faster decision-making (including securing funding after a live demo), and quicker, more consistent analyses across the organization.

Wells Fargo Bank

Dana Zuber

Vice President, Strategic Planning Manager