I used Tableau to explore customer data from a UK bank, looking at how factors like region, age, gender, job type, and account balance relate to customer behavior. The dashboard uncovers patterns that raise useful questions about who the bank serves and how different groups manage their finances.
(Summary of dashboard insights below visualization)
Dashboard Key Insights
The dashboard reveals some interesting regional and demographic contrasts across the UK. England has the largest customer base, with over 2,100 clients, most of whom are white collar professionals. In contrast, Scotland’s customers skew more heavily male and blue collar, showing a different financial profile. Wales stands out for its concentration of mid-range account balances, especially between £15K and £30K. Meanwhile, Northern Ireland is home to a younger, more female-dominated customer group, with generally lower balances. Age trends are also telling: customers in their 30s tend to hold the highest balances, while balances begin to taper off for those over 40.
These insights start to tell a fuller story about who the bank’s customers are. It’s not just about where the highest balances are, but how different groups, based on age, region, or job type, interact with the bank in distinct ways. Noticing these patterns can help guide where attention is needed, whether it’s adjusting services, focusing on certain areas, or simply understanding the habits and needs of different customers. It’s a way of using the data to see the people behind it more clearly.