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

The competition in the commercial banking sector has grown in recent years. Banks are not only competing with each other, but also with new players such as neobanks, fintech companies, and alternative lenders, making it more challenging for them to attract and retain clients.

To stay competitive, commercial banks need to adopt a new approach to client acquisition. Banks that continue to rely on traditional methods such as spreadsheets, cold calls, and purchased lists are likely to fall behind. A data-driven approach, however, can enable banks to identify better-qualified leads and give them the attention they require. Opportunities with lower probabilities but still attractive can be maintained through drip campaigns and marketing journeys. Ultimately, this approach can lead to a larger client base and a stronger business future.

Benefits of Data-Driven Client Acquisition

Atrium’s Data-Driven Client Acquisition solution allows relationship managers to effectively prospect and acquire new clients. By utilizing data insights from external sources, teams can pinpoint potential clients that align with their ideal client profile, including their desired services and referral sources. The solution allows teams to measure their performance by tracking activities, meetings, pitches, key contacts, and relationships. Additionally, it helps in refining and standardizing sales processes which can aid in identifying and resolving obstacles in the sales pipeline, ultimately leading to an increase in conversion rates.

Maintaining a strong commercial loan portfolio is vital to the overall success and health of the institution. Atrium’s Data-Driven Client Acquisition solution can help by bringing better leads into your pipeline, and making sure your team is armed with the insights to better serve them, creating lifelong, happy client relationships.

Expand New Client Acquisition and Win New Business with Existing Relationships

Automate and streamline the lead generation and conversion process by leveraging existing client, ideal client, and 3rd party data for scoring and propensity to buy models, acquire new clients and predict the likelihood to win new business with existing relationships.

Enhance the Client Journey and Maximize Campaign ROI

Track and manage client and prospect interactions across different channels. 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 Productivity

Manage and track potential pipeline throughout the sales cycle. Prioritize deals, 1st-year revenue and fees, and identify potential roadblocks. Understand stalled deals, deal risk, and impact on the forecast. Integrate lower probability opportunities on drip campaigns and marketing journeys to give sales more time to focus on closing business.

Next Best Action and Action Plans

Leverage Next Best Action 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 3rd 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.

Data Insights Powered by Snowflake

Snowflake can be used by commercial banks to easily incorporate 3rd 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.

Financial Services Cloud Consulting

Financial Services Cloud by Salesforce is a platform that aims to foster long-lasting client relationships through personalized, proactive advice. It streamlines the process for advisors to provide a concierge level of service, by incorporating features that increase productivity and engagement. This allows advisors to focus on providing holistic, goal-based advice that prioritizes their clients' needs. Whether you are new to using Financial Services Cloud or looking to optimize your use, our team is available to assist you in getting the most out of your investment.

We Know Financial Services

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.

Financial Services

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 banking

Commercial banks need a strong financial foundation, including adequate capital and liquidity to support lending and investment activities. To maintain steady growth they need to have a well-established customer base, including both businesses and individuals. Atrium has solutions that can help commercial banks increase their new client acquisition and grow their relationships with current ones.

Winning More Business with Third-Party Data

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.

Our Partners

certified salesforce consultant

We specialize in data-driven strategy across many Salesforce clouds, including Financial Services Cloud. From advisory services to managed services, we can help you maximize ROI on your Salesforce investment through proven solutions and the effective use of data.

As the market leader in providing intelligent experience solutions on the Salesforce platform, we combine CRM strategy, data science, and Tableau implementation expertise to drive sustainable solutions on the Tableau platform.

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Our certified and experienced Snowflake consultants (i.e., SnowPros) — combined with our deep data science expertise and award-winning Salesforce implementation capabilities — enable you to use and optimize the power and flexibility of Snowflake’s data cloud for all your data needs.

Ready To Talk?

Let's discuss your goals and how we can help you achieve them with our Data-Driven Client Acquisition solution.