Alteryx for Financial Services
May 31, 2022

Alteryx for Financial Services

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Alteryx Designer

Overall Satisfaction with Alteryx

We use Alteryx to transform client data for ingestion into proprietary tax compliance software. We also use it to validate the format and content of client information. Internally, Alteryx is crucial to our ongoing process improvements, and we use it to bridge legacy systems into new solutions. We develop one-off workflows for smaller solutions and deploy analytic apps for repeatable and widely distributed processes. We train and support users in both the tax technology and tax compliance practices, encouraging engagement teams to develop and maintain workflows themselves wherever possible.
  • Data investigation
  • Data transformation
  • Data validation
  • Community support
  • User engagement
  • In-database processing
  • Keyboard shortcuts
  • Tool tips
  • Faster iterations through solutions
  • Smoother data processing
  • Democratization of solution development
  • Reduction in person hours
  • Repeatability of solutions

Do you think Alteryx delivers good value for the price?


Are you happy with Alteryx's feature set?


Did Alteryx live up to sales and marketing promises?


Did implementation of Alteryx go as expected?


Would you buy Alteryx again?


The visual interface has embedded examples that can guide any user through basic tutorials. The Alteryx Community board is highly responsive and provides robust documentation for use cases across all industries.
Alteryx has the most robust online support, in the form of its community boards, out of any professional software I have ever used. Period.
Alteryx is wildly flexible and can be used to solve most data problems we encounter in financial services. The ability to design custom tools (in the form of macros) is key. Data investigation and analytics can be quickly iterated and executed using Alteryx, where previously Excel would have required much greater manual work and computer processing power to reach the same conclusions. Alteryx's reporting tools are tricky to use and may not meet the client's expectations, or have sufficient flexibility for formatting demands.

Alteryx Feature Ratings