Revolutionizing retail banking, commercial banking, wealth management, credit unions, and mortgage with actionable analytics and AI-powered predictions and recommendations
Our team of certified Salesforce, Snowflake, Tableau, and MuleSoft experts, with decades of industry experience, is made up of uniquely skilled leaders who have devoted themselves to customer engagement, data science, and strategy consulting, as well as specific industries and technologies.
Put your customers at the forefront of your systems, teams, and technology by enhancing the experience for your employees and customers. Get your referrals up, update your digital-first service options, and deepen customer relationships.
Whether it’s driving new customer acquisition and referrals from within, or keeping your current high-profile customers, Salesforce for commercial banking can help you streamline your processes and surface the insights you need quickly.
Referral conversions and the overall number of households you can expand to directly contribute to your ability to grow. Salesforce for wealth management provides you the data and subsequent insights you need to satisfy your clients’ needs and extend your reach.
Salesforce for credit unions helps you center your members by surfacing actionable insights and delivering a seamless experience, supporting not only your members, but also your team.
Prioritize clients by enhancing their borrowing experience while also reducing the application to funding time, reducing loan officer and agent ramp time, and increasing loan recapture rates.
Salesforce for insurance lets you modernize operations, exceed policyholder expectations, and outpace your competition, all while being focused on key outcomes like policy retention and acquisition.
Get a deeper understanding of the most pressing challenges and pathways forward for banks to adapt and win over the long term.
Get a firsthand look at our business science embedded predictive dashboard built in Tableau for wealth asset managers.
“We have had a wonderful experience with Atrium. What stood out most throughout the project was their knowledge, communication, turnaround time, and overall care for doing a great job on the project. They have an excellent staff that is really easy to work with. We look forward to working with them in the future.”
In going through a consolidation of two separate businesses, Newrez discovered several costly inefficiencies. They partnered with Atrium to design the end-to-end process for cross-functional collaboration and replatform to an omnichannel implementation with Financial Services Cloud. We delivered an intelligent experience across loan origination and servicing with seamless integration across existing systems.
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