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.”
© Atrium. All Rights Reserved | Privacy Policy
