Empowering Analysts in Financial Services to Move Away From Excel: Venerable Case Study


Many businesses find themselves in a rut, with multiple, complex, often manual analytical processes inevitably built using Excel. These legacy processes are typically woven together into a spiderweb of files, spreadsheets, and databases. Often, this tangle is nearly impossible to unwind.

Join us to discuss our journey moving our Excel-centric analytics to streamlined solutions using sophisticated approaches with SQL, Python, and Jupyter Notebooks. Learn how we started to transition our data team from spreadsheet ninjas to citizen developers. You will gain insights into how to facilitate your team's migration from Excel-centric analysis to more efficient and reliable analytical methodologies. This approach aims to foster a productive and collaborative work environment with minimal resistance.


Alexandria Morales-Garcia has a background in Insurance and finance. Alexandria’s degrees include Bachelor of Business Administration in Actuarial Science, Bachelor of Business Administration in Risk Management and Insurance, and is currently in DePaul University’s Masters in Computer Science program. She works at Venerable as an Investment Risk Analyst and is heavily involved in their Equity, Diversity, and Inclusion group. One of the major focuses of her role is automating tasks from Excel into Python.

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