RiskMatch vs. Tableau Comparison


RiskMatch Vertafore	Tableau Salesforce	+	+
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		Related Products MeridianLink Opening MeridianLink® Opening is a digital account opening solution that helps financial institutions simplify onboarding and grow deposits across checking, savings, CDs, and more. The platform combines mobile‑first design, automated workflows, fraud protection, and real‑time decisioning to reduce friction and increase conversions. Features include adaptive forms, save‑and‑resume applications, automated identity verification, instant decisions, immediate funding, and built‑in compliance controls for BO, CIP, KYC, AML, and OFAC. Seamless core integration, in‑application cross‑sell, automated document handling, and ready‑to‑use accounts help institutions reduce operational effort, control risk, and deliver fast, secure, paperless onboarding experiences. 72 Ratings Visit Website Predict360 Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC. 18 Ratings Visit Website D&B Risk Analytics Risk, procurement, and compliance teams across the globe are under pressure to deal with geopolitical and business risks. Third-party risk exposure is impacted by rapidly scaling complexity in domestic and cross-border businesses, along with complicated and diverse regulations. It is extremely important for companies to proactively manage their third-party relationships. An AI-powered solution to mitigate and monitor counterparty risks on a continuous basis, this cutting-edge platform is powered by D&B’s Data Cloud with 520M+ Global Business Records and 2B+ yearly updates for third-party risk insights. With high-risk procurement alerts and multibillion match points, D&B Risk Analytics leverages best-in-class risk data to help drive informed decisions. Perform quick and comprehensive screening, using intelligent workflows. Receive ongoing alerts of key business indicators and disruptions. 80 Ratings Visit Website Macaw AMS Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day. 8 Ratings Visit Website Coevera Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your team gets better at selling while they sell. Rebuilt from the ground up, intelligence is the default—not a feature bolted onto decades-old architecture. Spot stalled deals at a glance, kill busywork with the Automatizer workflow engine, and plug into the wider AI ecosystem through native Model Context Protocol (MCP) support. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters—and adoption stays high because the experience is built around the seller, not against them. Every capability is designed to amplify human judgment, never replace it. For organizations ready to move beyond legacy CRM and sell in a smarter, faster, more human way, Coevera is the platform built for what's next. 752 Ratings Visit Website D&B Finance Analytics AI-driven credit-to-cash solutions powered by Dun & Bradstreet’s industry-leading global data and analytics. D&B Finance Analytics provides AI-driven solutions powered by the Dun & Bradstreet Data Cloud. Intelligent, flexible, and easy to use, D&B Finance Analytics helps finance teams manage risk, increase operational efficiency, reduce cost, and improve the customer experience. Manage credit and receivables risk to help minimize bad debt, reduce DSO, and improve cash flow. Help automate manual decisioning, monitoring, matching, and customer communications. Provide your customers with an online credit application and a payment portal. D&B Finance Analytics comprises two platforms, D&B Credit Intelligence, and D&B® Receivables Intelligence, that together provide powerful insights and technology to help you accelerate success throughout your credit-to-cash processes. You can gain visibility into credit risk quickly onboard customers and set the right terms. 798 Ratings Visit Website FirstPromoter Affiliate, influencer & referral management software in one platform. Connect your billing, set commission rules and launch same day. We integrate natively with Stripe, Paddle, Chargebee, Recurly, and Braintree. Every billing event flows through: upgrades, downgrades, renewals, refunds, and cancellations each adjust commissions automatically, so payouts always match revenue. Payouts can run fully auto-managed, or in bulk via PayPal and Wise. Tax forms (W-9/W-8BEN) are collected before money moves and invoices are generated on every payout, cutting out most of the admin that normally comes with running a program. Your promoters work from a dashboard carrying your brand, with their links, coupon codes, and earnings in one place. On your side: advanced 18-point reporting, custom commission structures from flat fees to multi-tier, fraud detection, and broadcast emails to your entire promoter base. Launch your program today! 14 days free trial. No credit card needed. 64 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,520 Ratings Visit Website AuthorityTech AuthorityTech is the world's first Machine Relations agency, placing brands in the Tier-1 publications that AI engines trust, retrieve, and cite. Traditional PR was built for humans; AuthorityTech is engineered for the machine. Leveraging an unparalleled network of the top media brands in the world, the agency secures premium media coverage structured so ChatGPT, Perplexity, Gemini, and Google AI Overviews can seamlessly understand a brand, map it to its category, and cite it when buyers ask high-intent questions. Coined by founder Jaxon Parrott and led in practice by Christian Lehman, Machine Relations unifies GEO, AEO, AI SEO, and PR into a single system for building machine trust through earned media. How it works: Map: The agency analyzes target categories and competitor LLM prompts. Match: Aligns the brand narrative with authoritative outlets. 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About With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band.	About Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Agents and brokers looking for an insurance analytics solution to improve their services	Audience Tableau is ideal for businesses looking to unlock the full potential of their data through AI-powered analytics, empowering analysts, business leaders, and IT teams to make data-driven decisions and foster a Data Culture
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $75/user/month Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.4 / 5 ease 4.8 / 5 features 4.7 / 5 design 4.7 / 5 support 4.5 / 5 Read all reviews
	Pros & Cons from Real Users Pros Seamless and power-packed with tools. It is very generic and can be integrated with a lot of software. It gets frequent upgrades. The price is very decent. #1- Data collected from various sources gives us the best insights to analyze. #2- Salesforce connection is great. #3- Summarised Analytics gives very easy to understand and helps to take the best decision for business. Tableau offers a wide suite of visualization types and is quite powerful, sometimes even bypassing the need to do basic types of calculations (like ratios, you do that within Tableau so you don't have to calculate special columns in your spreadsheet). Clear interface for better visualization Simple to use - Drag & Drop Easily integrates with multiple data points Multiple graphical structures Great performance even with large amount of data Good documentation - The whole concept of drag and drop interface is quite novel and makes the software really easy to pick up and deploy. - Lot's of really interesting built-in and tested features that make the reports interactive. A lot of niche excel skills were needed to do this before. Cons It has limited tools for analyzing unsupervised data. Does not provide support for neural algorithms. #1- We enjoyed using this platform. No cons we ever faced. If your data is complex or irregular you do need to normalize the data and make sure each column's references don't break (i.e. referring to a cell in another book sometimes might cause problems). And the interface for Tableau isn't all that intuitive either, so expect to do some reading of tutorials. Oh and Tableau can be expensive if you're using it commercially. Expensive for individual license Advanced features require good amount of learning - It might not be so obvious initially but the software gets really expensive once you start deploying it in large teams. This makes it beyond reach for small businesses.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Vertafore Founded: 1985 United States www.vertafore.com/products/riskmatch-agents-brokers	Company Information Salesforce Founded: 1999 United States www.tableau.com
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Categories Insurance Analytics	Categories Business Intelligence Dashboard Data Analysis Data Collection Data Discovery Data Visualization Heatmap Insurance Analytics Predictive Analytics Qualitative Data Analysis RFM Analysis Statistical Analysis
	Show More Features Business Intelligence Features Ad Hoc Reports Benchmarking Budgeting & Forecasting Dashboard Data Analysis Key Performance Indicators Natural Language Generation (NLG) Performance Metrics Predictive Analytics Profitability Analysis Strategic Planning Trend / Problem Indicators Visual Analytics
Integrations Adobe Experience Cloud Akira AI Bridge CommCare Culture Amp DataOps DataFlow InSightive OttixHow Piwik PRO PodPlay Predict360 SAVVI AI SecuPi Smaply TROCCO Tekst Uffective dataFactory okapi Show More Integrations	Integrations Adobe Experience Cloud Akira AI Bridge CommCare Culture Amp DataOps DataFlow InSightive OttixHow Piwik PRO PodPlay Predict360 SAVVI AI SecuPi Smaply TROCCO Tekst Uffective dataFactory okapi Show More Integrations View All 660 Integrations
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