Inside the Atrium Lounge: 5 Tips From Dollar Bank’s Service-First Digital Transformation
TLDR/top takeaways from this Dreamforce 2025 session: Lead with service when service is your differentiator. Make change management the program, not a workstream. Design side-by-side with frontline users. Ship value early to earn the right to scale. Treat AI as a governance and data problem — then a tooling win. Inside the Atrium Lounge: Breakfast […]
Top 6 Takeaways from Dreamforce 2025 for Banking and Wealth Management
I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on the flight home with my notebook in hand. And honestly, the themes that came through on screen echoed every conversation I’d had all week in our lounge. Last year was about imagination. The art of […]
Atrium’s Commercial Banking Agent
Atrium’s Commercial Banking Agent Powered by Agentforce Atrium’s Commercial Banking Agent can help you overcome some of the industry’s toughest challenges. Your business clients no longer need to wait days for updates on onboarding, fees, or transactions. Manual and inconsistent processes that slow Salesforce work are automated, eliminating bottlenecks and freeing up your team to […]
How National Debt Relief Built a Data Foundation for the Future with Snowflake
How National Debt Relief Built a Data Foundation for the Future with Snowflake
Winning the Social Security Shift with Salesforce for Credit Unions and Community Banks
I can still remember the first time I realized it was “Social Security Day” at the branch. I was brand new in banking, almost two decades ago. You didn’t need a calendar to know because the lobby told you. It would be filled with some of my favorite people, mostly gray and white-haired regulars who […]
A New Standard in Borrower Experience: Salesforce Digital Lending + Agentforce
I hit that moment many parents can relate to: the realization that your vehicle just doesn’t fit your life anymore, even if it’s one you really like. The second child sealed the deal. Two car seats, bigger stroller, snacks — the logistics had outgrown our compact SUV. So, off to the dealership we went. The […]
Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud
A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last virtual meeting before the battery gave out. It was our third major storm this year. Another giant tree — one of the many in our beautifully wooded neighborhood — snapped a power line. Again. Now, […]
Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025
When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused […]