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 However, many struggle to leverage their data effectively due to outdated systems and siloed data.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.
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.
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.
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.
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.
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.
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.
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.
We help Financial Services businesses in banking, wealth management, and mortgage create compelling, intelligent experiences to attract and retain clients.
Atrium is revolutionizing retail banking, commercial banking, wealth management, credit unions, and mortgage with actionable analytics and AI-powered predictions and recommendations. Our solutions utilize CRM strategy, best-in-breed technology, and data analytics and engineering to help Financial Services maximize their IT investments.
Commercial banks need a strong financial foundation to support lending and investment activities. To maintain steady growth they need to have a well-established customer base, including businesses and individuals. Atrium offers solutions to aid commercial banks in acquiring new clients and strengthening relationships with existing ones.
Atrium helped Capital One win more business from their third-party data. With Bloomberg/UCC and Salesforce data surfaced directly in their CRM Analytics instance, relationship managers are able to proactively identify likely prospects. This gave Capital One a data-driven competitive advantage.
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