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Level Up Your Lending Game: Summer ’24 Release for Salesforce FSC

Level Up Your Lending Summer 24 Release for Salesforce FSC

Loan officers navigate a dynamic lending landscape, constantly adapting to changing regulations, evolving client expectations, and the need to streamline complex processes. Technology becomes your greatest ally when it keeps pace with these demands. That’s why understanding the features of the latest updates, like those in the Summer ’24 release of Salesforce Financial Services Cloud […]

Follow the Money: Tracking Customer Money Flows with Salesforce Data Cloud

Follow the Money: Tracking Customer Money Flows with Salesforce Data Cloud

In today’s information age, a challenge confronts banks — how to gain a clear, reliable, and accurate view of their own customers. The culprit? A wealth of data, often fragmented across disparate systems. While the data is abundant, it often tells an incomplete or inaccurate story. A simple question like “Did a customer’s money stay […]

New Salesforce Financial Services Cloud Offerings from Atrium Drive Increased Business Growth and Retention

FSC Offerings Press Release

Atrium’s Customized FSC Offerings Empower Firms to Deliver Enhanced Customer Experience, Operational Efficiency, and Market Expansion Indianapolis, April 2, 2024 – Atrium has spent years harnessing data to drive action for leading businesses in the financial services industry. In launching new Salesforce Financial Services Cloud (FSC) offerings, they will enable bankers, relationship managers, and advisors […]

Is Your Bank (Really) Their Primary Financial Institution?

In today’s rapidly evolving financial landscape, outdated methods for identifying primary clients cost banks revenue and growth potential. Competitors who use data to identify their clients’ primary financial institutions are gaining an edge over banks with a limited understanding of their most valuable customers.  The concept of a “primary client” is essential for driving customer […]

The Biggest Opportunities and Challenges of Data in Banking Today

The Biggest Opportunities and Challenges of Data in Banking Today Blog Featured Image

In the banking industry, data has emerged as a central pillar of modern operations. Data spans decision-making, enhancing customer experiences, and optimizing operational efficiencies. In this age of digital data-centricity, data in banking is abundant. But it is also a functional, critical aspect of all business operations — from customer engagement at the front to […]

Whitepaper: The Future of Data in Banking: Getting Ahead with Advanced Analytics

Atrium Odaseva Whitepaper The Future of Data in Banking

WHITEPAPER The Future of Data in Banking: Getting Ahead with Advanced Analytics Data has emerged as a central pillar of modern banking operations. With the shift toward digital-forward customer preferences, the volume and variety of data that is generated has surged — creating complex challenges and opportunities for banks to get ahead of traditional peer […]

Thriving in the Digital Era: 7 Reasons Banks Can’t Afford to Ignore AI

Thriving in the Digital Era 7 Reasons Banks Can't Afford to Ignore AI

Imagine a digital landscape where bank branches stand eerily quiet, their once bustling interiors now vacant. For many banks today, this is a reality as the shift toward digital banking and online transactions reshapes the banking sector and revolutionizes how customers manage their finances, leaving physical branches devoid of the crowds they once attracted. The […]

The Rise of AI in Financial Services: Balancing Fear and Opportunity

The Rise of AI in Financial Services Balancing Fear and Opportunity

AI and data analytics have become indispensable tools for banks that seek to thrive now and in the future. The integration of AI into major platforms like Salesforce, coupled with the power of tools such as Tableau and CRM Analytics, has made the benefits of AI more accessible than ever in the financial services industry. […]

How Financial Services Firms Can Inform Decision-Making with Ethical Data Handling

How Financial Services Firms Can Inform Decision-Making with Ethical Data Handling

In today’s data-driven world, organizations have access to massive amounts of data that can provide valuable insights and drive informed decision-making. Embarking on a data or analytics project like implementing Salesforce Data Cloud can be an especially exciting endeavor for organizations. It holds the promise of unification, valuable insights, and informed decision-making that can be […]