For global investment banking leader, Houlihan Lokey, preparation is key to success. But as the business and its client engagements grew, the need for more efficient tools and processes became clear. To improve efficiency and give bankers more time back to devote to client success, the Houlihan Lokey team chose to partner with Atrium to integrate generative AI capabilities into their workflows.
From manual tasks to automated insights on the go
Before every client meeting, Houlihan Lokey bankers were responsible for creating “tear sheets,” one-page summaries of engagement history, activities, and industry insights. While these client summaries were valuable for bankers to have in preparation for a productive meeting, pulling them together took too much time away from more strategic, client-facing efforts.
They needed an easy and accessible way to provide bankers with instant insights, eliminate repetitive work, and foster deeper client connections.
“It was difficult for our team to access what they needed and update information on the go,” said Tracy Turnbull, Houlihan Lokey’s Senior Vice President of CRM & Data and Analytics. “We wanted to improve how we surface insights, especially on mobile.”
Turnbull and her team knew that to accomplish this, they needed a partner with experience, who understands financial services and how to integrate data and AI into their business — so they partnered with Atrium.
Relevant client details in an instant with Agentforce
Despite their commitment to leveraging the latest technology and some experience with AI solutions in the past, the Houlihan Lokey team lacked the internal expertise to integrate generative AI into their Salesforce processes.
They partnered with Atrium to implement Agentforce (formerly Einstein Copilot) to achieve the process improvements their team was looking for. We began with a “test and learn” proof of concept phase, allowing their team to validate Agentforce’s value through a low-risk, hands-on approach.
“Everyone is different in how they absorb information,” said Turnbull. “Some want to look at a dashboard, some want to go directly to the records. Agentforce sparked the idea of surfacing data with a chat instead of a dashboard, and the ability to update Salesforce data directly through simple prompts was very enticing.”
Atrium designed a prompt template and assistive agent action that instantly creates summaries of client engagements and relevant data — work that previously required manual assembly and hours of preparation. Now, bankers can generate comprehensive engagement tear sheets in seconds.
Bankers also needed a way to quickly and accurately update engagement data, without the additional administrative work. Atrium configured agent actions to allow bankers to view and edit up to 10 fields at a time, with built-in validations to ensure data accuracy.
Streamlined efficiency and elevated client engagement
By integrating Agentforce-powered assistive agents into their client engagement processes, Houlihan Lokey’s bankers experienced a significant transformation in productivity and time management. Previously tedious tasks are now automated, enabling bankers to focus their time on strategic relationship-building and richer client interactions.
“Agentforce helped us transform engagement preparation from a time-consuming task into an automated process that keeps bankers ready to connect with clients. We no longer have to worry about missing critical data, and we’ve improved the accuracy and consistency of our insights,” said Turnbull.
Agentforce helped us transform engagement preparation from a time-consuming task into an automated process that keeps bankers ready to connect with clients. We no longer have to worry about missing critical data, and we’ve improved the accuracy and consistency of our insights.
Paul Harmon, Senior Manager of Data Science at Atrium, shared how his team helped Houlihan Lokey get off to a great start with Agentforce: “We worked closely with Houlihan Lokey’s team to make sure they understood the data flows and configurations necessary for Agentforce’s optimal use. This close collaboration accelerated their adoption and gave them the confidence to expand AI use across their team.”
With the proven success of Agentforce in driving efficiencies and improving banker engagement, Houlihan Lokey is planning further AI expansion. From integrating unstructured data to exploring advanced automation opportunities, they are poised to continue transforming client engagement and banking productivity in the years to come.
