Alteryx Case Studies Brookson Delivers Automated, Personalized Tax Advice with Analytic Process Automation

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	Brookson Delivers Automated, Personalized Tax Advice with Analytic Process Automation Alteryx

Brookson Delivers Automated, Personalized Tax Advice with Analytic Process Automation

Alteryx

Technology Category	Analytics & Modeling - Predictive Analytics
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation
Use Cases	Predictive Replenishment
Services	Data Science Services
Challenge	Brookson, a financial services company, was facing the challenge of automating the financial and tax advice being provided by their accountants. The goal was to provide real-time advice that is a capability beyond the reach of traditional accountants. The company recognized that they couldn’t teach their traditional developers accountancy, but knew that through Alteryx, they could get experienced accountants to execute advanced analytics. Read More
About Customer	Brookson is a financial services company based in Europe. The company provides financial and tax advice to its customers. The company has a business intelligence department and has a goal of automating the financial and tax advice being provided by their accountants. The company aims to provide real-time advice that is a capability beyond the reach of traditional accountants. The company has recognized that they couldn’t teach their traditional developers accountancy, but knew that through Alteryx, they could get experienced accountants to execute advanced analytics. Read More
Solution	Brookson decided to use Alteryx for automating the financial and tax advice. Alteryx is a platform that provides analytic workflows and apps so that they can better serve customers at scale. The company recognized that they couldn’t teach their traditional developers accountancy, but knew that through Alteryx, they could get experienced accountants to execute advanced analytics. The solution allowed the company to touch more customers more frequently with their accountants focused on advice delivery, not the underlying creation of advice. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Predictive Analytics

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Use Cases

Predictive Replenishment

Services

Data Science Services

Challenge

Brookson, a financial services company, was facing the challenge of automating the financial and tax advice being provided by their accountants. The goal was to provide real-time advice that is a capability beyond the reach of traditional accountants. The company recognized that they couldn’t teach their traditional developers accountancy, but knew that through Alteryx, they could get experienced accountants to execute advanced analytics.

About Customer

Brookson is a financial services company based in Europe. The company provides financial and tax advice to its customers. The company has a business intelligence department and has a goal of automating the financial and tax advice being provided by their accountants. The company aims to provide real-time advice that is a capability beyond the reach of traditional accountants. The company has recognized that they couldn’t teach their traditional developers accountancy, but knew that through Alteryx, they could get experienced accountants to execute advanced analytics.

Solution

Brookson decided to use Alteryx for automating the financial and tax advice. Alteryx is a platform that provides analytic workflows and apps so that they can better serve customers at scale. The company recognized that they couldn’t teach their traditional developers accountancy, but knew that through Alteryx, they could get experienced accountants to execute advanced analytics. The solution allowed the company to touch more customers more frequently with their accountants focused on advice delivery, not the underlying creation of advice.

Impact #1	The company can now touch more customers more frequently with their accountants focused on advice delivery, not the underlying creation of advice.
Impact #2	The company has 15,000 customers being supported in this way.
Impact #3	The company is planning to focus on end-to-end automated processes to connect all of their internal systems together, and continuing to move away from traditional, mundane business procedures.

Impact #1

The company can now touch more customers more frequently with their accountants focused on advice delivery, not the underlying creation of advice.

Impact #2

The company has 15,000 customers being supported in this way.

Impact #3

The company is planning to focus on end-to-end automated processes to connect all of their internal systems together, and continuing to move away from traditional, mundane business procedures.

Benefit #1	15,000 customers being supported through automated financial and tax advice.

Benefit #1

15,000 customers being supported through automated financial and tax advice.

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Overview

Brookson Delivers Automated, Personalized Tax Advice with Analytic Process Automation

Operational Impact

Quantitative Benefit