Put your client first by enhancing their borrowing experience and increasing overall satisfaction.
Deliver a seamless experience, supporting not only your members, but also your team engaging them.
Get the data and subsequent insights you need to satisfy your clients’ needs and extend your reach.
Get your referrals up, update your digital-first service options, and deepen your customer relationships.
Drive new customer acquisition and referrals from within and engage your current high-profile customers.
Increase net new customers, improve LOB conversions, and increase banker/advisor efficiency through:
• Leads and referrals
• Likelihood scoring models
• OMNI routing
• Action plans
• Lightning Scheduler
Expand profitable services and advance customers to a higher value segmentation with help from these capabilities:
• Customer 360
• Financial goals
• Propensity for wealth services scoring
• Customer journeys
Identify the strength of relationships for existing Centers of Influence and the potential for early-stage COI partners with the following capabilities:
• Referrals and external referral partners
• Likelihood to influence scoring
• Action plans
• Lightning Scheduler
Understand overall health of the Book, where opportunities are to re-engage, and next best offer/conversations to strengthen the relationship through these capabilities:
• Book of business
• Strength of relationship scoring
• Next Best Offer/conversation
• Action plans
• Lightning Scheduler
Prioritize engagement by quickly identifying proactive insights to better financial management and servicing (e.g., recent first-time fee, loans terming, etc.) with the following capabilities:
• Customer 360
• Financial accounts and goals
• Notifications
• Next Best Action
• Life events
Get early indications of potential customer attrition, as well as an opportunity to re-engage with financial needs discussion for other services and offerings through:
• Book of business
• Financial accounts
• Likelihood to orphan
• Next Best Offer/conversation
Identify the share of wallet potential for the customer or household — as driven by deposits, AUM, product lines, etc. and prioritize outreach, offers, and relationship activities through:
• Book of business
• Financial accounts and goals
• Next Best Offer
• Action plans
Identify cross LOB opportunities for the customer and household based on product balance and transactions, sociodemographics, and external data sources — with the following capabilities:
• Multi-org analytics
• Book of business
• Householding
• Likelihood by product line
As an essential part of the machine learning process, use results from predictions to drive win rate by:
• Assisting with LOB-based forecasting projections
• Improving forecast accuracy
• Prioritizing opportunities with the highest potential
“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.”
Get a firsthand look at our business science embedded predictive dashboard built in Tableau for wealth asset managers.
© Atrium. All Rights Reserved | Privacy Policy