FINANCIAL SERVICES

Revolutionizing banking, wealth management, and insurance with intelligent AI-powered predictions and recommendations.

Here are some of the ways Atrium can help deliver intelligent business solutions in Financial Services.

Lead & Referral Scoring

Prioritize Banker/Advisor follow-up, drive customer consistency, and increase the the responsiveness for new customer / LOB relationships
Likelihood for Wealth Management
Identify potential retail segment customers with a propensity for wealth management services
Center of Influence Scoring
Identify strength of relationship for existing Centers of Influence and the potential for early stage COIs partners
Grow Wallet Share
Identify share of wallet potential for the customer / household – driven by Deposits, AUM, product lines, etc. to prioritize outreach, offers, and relationship activities.
Whitespace & LOB Cross Potential
Identify cross LOB opportunities for the customer and household based on product balance & transactions, sociodemographics, and external data sources,
Opportunity Propensity & LOB Forecasting
Prioritize opportunities with the highest potential and assist with LOB based forecasting projections.
Book Strength of Relationship
Understanding overall health of the Book, where opportunities are to re-engage, and next best offer / conversations to strengthen the relationship
Customer Insights
Prioritize engagement by quickly identifying proactive insights to better financial management and servicing (recent 1st time fee, loans terming, etc)
Likelihood to Orphan Accounts or Account Diminishment
Early indicator of potential customer attrition and opportunity to re-engage with financial needs discussion for other services and offerings

Consulting Services from Atrium

We have a unique perspective on the importance of data in your industry and our team knows what it takes to create compelling, intelligent experiences to attract and retain customers — as well as achieve ROI on your data science investments.

With extensive experience advising, implementing, and optimizing intelligent solutions for Financial Services companies, we empower our clients to make smarter decisions and act on them with analytics, AI, and related technologies.

Ready to get started?

Let Atrium show you how to unlock the power of your data.