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Digital Onboarding Solution for Commercial Banks

Provide a seamless onboarding experience for your commercial banking customers with the power of Salesforce

With clients demanding seamless digital experiences akin to their daily lives, a seamless and modernized onboarding process has become an absolute necessity for commercial banks to thrive. Your client’s first interaction with your bank is most often through the onboarding process. Creating a flawless, streamlined experience to establish trust and foster a strong client relationship from the outset is crucial.

In a constantly evolving market with increasing competition from unconventional lending sources, optimizing operational efficiency, elevating client experience, and maximizing wallet share has become a top priority for commercial banks. A simplified, intuitive onboarding process is also critical in adhering to regulatory requirements and reducing the risk of non-compliance penalties.

Leveraging the Power of Process Automation for Intelligent Service Onboarding

Our digital onboarding solution for banks is designed to enhance the onboarding process — beyond just funding and loan maintenance. By providing recurring services in a seamless manner using the power of process automation, relationship managers can focus on fostering deeper commercial relationships with their clients.

Simplify Onboarding Processes

By incorporating a comprehensive suite of commercial services (e.g., trade finance, foreign exchange, equipment leasing, and merchant services), we aim to simplify and scale the onboarding process while providing an improved client experience by creating full visibility into the onboarding process and leveraging automation for scale and repeatability.

Improve Visibility and Collaboration Across Entire Value Stream

Improve collaboration efficiency through Omnichannel Routing and Case Teaming. Create additional cross-sell and upsell opportunities by increasing visibility for relationship managers and service agents.

Increase Relationship Manager and Service Agent Productivity

Eliminate delays to business transactions, cash flows and loan fundings caused by piecemeal documentation requests, duplicate data entry, paper based or manual processes and prolonged onboarding. By streamlining your onboarding process, give your relationship managers more time to build deeper relationships and expand wallet share.

Leverage Automation to Mitigate Risk and Ensure Compliance

Enhance document generation, tracking, and approval of consent and disclosure documents, reducing risk and ensuring compliance with regulations such as AML and KYC. Increased process and client visibility creates a strong foundation for comprehensive risk management.

Enhance The Client Experience

Meet your client’s needs and increase customer satisfaction by creating a frictionless process that is efficient and includes self-service capabilities, clarity into the process and progress and secure document exchange.

Optimize Costs and Reduce Operational Overhead

A significant portion of a bank's operating costs is devoted to complying with regulations and mitigating risk. By automating low-value repeatable processes, these costs can be reduced and manual workload can be optimized.

Data Insights Powered by Snowflake

Snowflake is a powerful tool that can be used to improve customer onboarding for commercial banks. One of the key benefits of using Snowflake is the ability to easily integrate data from various sources, such as customer information from multiple systems. This provides a more complete and accurate view of the customer, which can be used to better understand their needs and tailor the onboarding process accordingly.

Snowflake features data governance to protect customer data, ensuring regulatory compliance. It enables data analytics to reveal patterns, trends and highlight customer segmentation based on behavior, demographics and other attributes. Additionally, Snowflake can also be used to automate certain aspects of the onboarding process, such as data validation, compliance checks and document management, making the process more efficient and faster.

Financial Services Cloud Consulting

Salesforce’s Financial Services Cloud is a platform that aims to foster long-lasting client relationships through personalized, proactive advice. The cloud-based platform allows for increased efficiency, scalability, and flexibility in the commercial lending process, improving the customer experience and enabling lenders to grow their business. 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 use CRM strategy, best-in-breed technology, and data analytics and engineering to help financial services firms maximize their IT investments.

Commercial banking

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.

Proven Customer Success

On-Demand Webinar: Accelerate Revenue Growth With Salesforce Analytics for Commercial Bankers and Lenders

Keep up with current trends in data visibility, agility, and analytics in the commercial banking industry with insights directly from industry experts at Salesforce, Fulton Bank, and Atrium. Watch and learn how the right analytics strategy and tools can empower commercial banks and lenders to take immediate action on insights surfaced within Salesforce to create personalized experiences that attract and retain customers.

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 for commercial banks.

snowflake-logo-color-rgb@1x (1)

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 digital onboarding solution for commercial banks.