Financial Services

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.