Data-Driven Client Acquisition in Commercial Banking

Automate and enable new client acquisition strategies with a data-driven approach.

Benefits of Data-Driven Client Acquisition

Atrium’s data-driven client acquisition solution pulls together internal and third-party takes for a 360-degree view of potential clients to help relationship managers prospect and acquire ideal clients.

Expand New Client Acquisition and Win New Business with Existing Relationships

By leveraging existing client, ideal client, and third-party data for scoring and propensity to buy models, acquire new clients and expand wallet share across LOBs by predicting the likelihood to win new business with existing relationships.

Enhance the Client Journey and Maximize Campaign ROI

Identify the most profitable clients and prospects in order to personalize offerings, increase engagement, and surface the right information for relationship managers to take action.

Measure campaign effectiveness, ROI impact, and optimize marketing efforts.

Increase Referral Conversion Rates with Intelligent Routing and Scoring

Incorporate referrals from Centers of Influence to the top of the funnel, prioritize with likelihood to convert models, and match most qualified referrals with appropriate LOB relationship managers.

Optimize Sales and Increase Relationship Manager Productivity

Increase close rates and relationship manager productivity by leveraging data to identify the best prospects, preferred services, and key referrers.

Integrate lower probability opportunities on drip campaigns and marketing journeys to give relationship managers more time to focus on clients.

Next Best Action and Action Plans

Leverage next best actions for personalized and relevant recommendations to clients based on their behavior, goals, and interactions.

In addition, create and track custom plans and pitches, engage other LOBs, and optimize customer interactions and account management processes.

Maximize ROI with Embedded Insights

Increase the return on technology and data investments by surfacing insights enhanced by third-party data in Salesforce, where users work on a day-to-day basis, and providing them with an action framework to increase the likelihood of a positive outcome.

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Data Insights Powered by Snowflake

Snowflake can be used by commercial banks to easily incorporate third-party data, such as data from Bloomberg, into their data ecosystem. With Snowflake, institutions can use the Snowflake Connector for Bloomberg to stream data from Bloomberg into Snowflake and join it with their own data, allowing them to gain valuable insights and make data-driven decisions quickly.

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To compete with fintechs, alternative lenders, and neobanks in the commercial lending market, traditional banks need to transform their relationship management models using digital technology and data insights. This will allow relationship managers to focus on building meaningful client relationships and providing comprehensive solutions. AI and data-driven insights can be integrated into commercial banking through Salesforce, with powerful visualizations that drive growth and enhance relationship management, leading to stronger client relationships.

Many banks know that data is a valuable asset and one that they have a lot of. However, many struggle to leverage their data effectively due to outdated systems and siloed data. By incorporating third-party data, you can create a 360-degree view of your clients, prioritize prospecting, surface actionable insights that ultimately drive better decision-making and personalized engagement, products, or offers and enhance the client experience. All while maximizing the value of your investments in data.

Real Results for Commercial Banking

We help financial services businesses in banking, wealth management, and mortgage create compelling, intelligent experiences to attract and retain clients and achieve ROI on data science investments in the process.

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