Financial Services

Revolutionizing retail banking, commercial banking, mortgage, wealth management, and credit unions with actionable analytics and AI-powered predictions and recommendations.

We Specialize in Financial Services

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.

Wealth & Asset Management

What’s the key to an asset management firm’s success? Growth opportunities. 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.

Mortgage

Borrowers expect the same user-friendly, digital-first experience they get elsewhere. Salesforce for mortgage allows you to put your customer first by enhancing their borrowing experience and increasing customer satisfaction, while also reducing the application to funding time, reducing loan officer and agent ramp time, and increasing loan recapture rates.

Retail Banking

There’s more digital banking, contact center transformation, and self-service expectations than ever. Salesforce for retail banking helps you put your customers at the forefront of your systems, teams, and technology by enhancing the experience for your employees and customers. It’s possible to get your referrals up, update your digital-first service options, and deepen customer relationships.

Commercial Banking

Financial institutions are facing immense pressure to keep up with current digital capabilities. 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.

Credit Unions

While providing exceptional experiences for existing members, your team has to consider converting referrals, deposit pipeline, tracking and measuring branch activity… and more for those you serve. 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.

Technology

salesforce financial services cloud consultant

Customers expect easy, on-the-go experiences, which puts more pressure on you than ever to streamline your operations, understand key relationships, prioritize referrals, and meet them where they are. Salesforce’s Financial Services Cloud makes it all the easier to get ahead and stay there.

certified salesforce consultant

As CRM Analytics experts, we unlock our financial services customers’ data to surface insights where users actually work — across sales, service, and marketing. Our approach combines deep Salesforce implementation expertise with data science innovation and best practices.

mulesoft partner and consultant

Financial services can access key data insights and manage relationships with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.​

As Salesforce platform consulting and technical experts, we combine CRM strategy, financial services industry expertise, and extensive Tableau implementation expertise to drive results on the Tableau platform.

Demo: Predictive Insights in Tableau

Get a firsthand look at our business science embedded predictive dashboard built in Tableau for wealth asset managers.

Proven Customer Success

“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.

white newrez logo.

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.

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