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.
“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.”
Leonard Rickey needed to improve the integration between the company’s financial management system provider and Financial Services Cloud, and to become more data driven in the process. Find out how using CRM Analytics for Financial Services Cloud provides immediate value with prebuilt dashboards and acts as a platform for additional insights to the company’s client base.
Newrez is a mortgage company that provides full service from origination through servicing. They’re dedicated to delivering exceptional lending options with an easy application process for both their customers and strategic business-to-business partnerships.
Newrez looked to invest in further digitizing their processes and enabling their teams to service the customer in the channel of their choice. The company chose Financial Services Cloud for Mortgage, MuleSoft, CRM Analytics, and Service Cloud to provide an intelligent experience across loan origination and servicing.
Newrez partnered with Atrium to design the end-to-end process for cross-functional collaboration and replatform to an omnichannel implementation with Financial Services Cloud.