Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025

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 […]

Analytics in an Agentic World with Agentforce and Tableau Next

Analytics in an Agentic World with Agentforce and Tableau Next

At Dreamforce last year, I was moderating a panel on guided selling with analytics and AI when an audience member asked how I thought Agentforce would impact analytics solutions. My off-the-cuff response was that in terms of analytics, “the questions remain the same, but now we have another mechanism through which we can deliver those […]

Atrium Named to Inc.’s 2025 Best Workplaces List

inc. best workplaces 2025 - featured image

Annual list recognizes the businesses that set the standard for workplace success and awards excellence in company culture Indianapolis, June 17, 2025 – Atrium is proud to announce it has been named to Inc.’s 2025 Best Workplaces list, honoring companies that have built exceptional workplaces and vibrant cultures that support their teams and businesses. This […]

Salesforce Connections 2025: A New Chapter for Marketing in the Agentic Era

Salesforce Connections 2025 A New Chapter for Marketing in the Agentic Era

The energy at Salesforce Connections 2025 in Chicago was undeniable. But beneath the surface of exciting networking among fellow consultants, digital marketers, and AI enthusiasts, a fundamental industry shift was taking place.  Connections wasn’t just another conference; it was the formal unveiling of a new paradigm: the agentic era of marketing. The key takeaway is […]

Top 6 Takeaways from Agentforce World Tour for Financial Services

6 Takeaways from Agentforce World Tour for Financial Services

AI in financial services has officially moved from exploration to execution. We’re past the point of exploration. Leaders aren’t asking if AI fits into their strategy — they’re focused on making it work with confidence, compliance, and clear business value. That shift was front and center at the Agentforce World Tour. A few weeks ago, […]

AI, Simplicity, and the Future of Snowflake: Takeaways from Summit 2025

Takeaways from Snowflake Summit 2025

I just got back from this year’s Snowflake Summit, and the energy was as high as ever. Keynotes were packed, booths buzzing, and the Porsche giveaway had people genuinely wondering if they might drive home with more than swag. Unsurprisingly, “AI” was the word of the week, but the real story was how large enterprises […]

Built for Bankers: Designing Salesforce Financial Services Cloud for End Users

Designing Salesforce Financial Services Cloud for End Users

“It feels like this system was designed for management, not for me to serve my customers!” Sound familiar? If you’ve spent any time with relationship managers or bankers after a typical CRM rollout, you’ve probably heard a version of this. It’s a frustration I encounter regularly when working with financial services clients who implemented another […]