Want to Understand Deposit Relationships? You Need to Unify Customer Data
Maintaining strong customer relationships is paramount, but meeting evolving and complex customer expectations has become increasingly challenging. In today’s landscape, financial institutions are no longer solely evaluated against their industry peers but rather against the customer experience observed across all facets of an individual’s life. Customers expect their financial services provider to have up-to-date and […]
Tableau Takeaways from a Recent Salesforce Data Cloud Partner Workshop
I attended the Salesforce Data Cloud Partner Workshop in Washington, D.C. at the end of May and gained more context for how businesses can take advantage of the power of Data Cloud and important requirements for successful implementations. Here are some of my key takeaways and thoughts coming away from the two-day workshop. Salesforce Data […]
Why Financial Institutions Should Maximize Relationships with Non-Deposit Customers
Customers are undeniably the lifeblood of any financial services provider, serving as the driving force behind their success. Historically, the primary focus of financial institutions has been acquiring new customers to strengthen and grow their deposit base. While the growth derived from new customer acquisition is valuable, it is equally critical to assess attrition risk, […]
Salesforce Dynamic Forms: Beyond Drag-and-Drop Design
Designers, consultants, and developers are constantly faced with challenges of user adoption and change enablement. In order to ease and possibly eliminate these challenges, it is essential to practice user-centered design throughout the entire solutioning process. When a user views a website or opens an app in order to complete a task, they’re more than […]
How Bank Transactions Can Predict Attrition and Drive Additional Deposits
In today’s market, retaining current deposit clients is crucial for maintaining stability, trust, and effective operations. However, retaining customers is difficult due to increased competition, evolving customer expectations, and a lack of differentiation among financial services providers, with the emergence of online banking platforms and mobile apps with self-service options that don’t require an in-person […]
Atrium Ranks Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2023
Get the full list of 2023 winners from Inc. Atrium has been named to Inc. magazine’s annual Best Workplaces list. Featured in the May/June 2023 issue, which hits newsstands on May 16, 2023, and prominently featured on Inc.com, the list is the result of a comprehensive measurement of American companies that have excelled in creating […]
AnalyticsKata: CRM Analytics Tooltips
One of the great things about CRM Analytics dashboards is the ability to create dynamic dashboards that are not only nice to look at, but that also allow you to provide all the information and detail you need to make informed decisions. One great way to do this is to add dynamic tooltips to your […]
7 Ways Salesforce DPA Streamlines Wealth Management
Wealth management professionals constantly battle against the clock to complete a multitude of tasks with laser-like accuracy, all while providing their clients exceptional service. With the rise of robo-advisors and the upcoming 50+ trillion dollar transfer of assets to a new generation, it’s crucial in this industry to make things as efficient and client-centric as […]
Salesforce Powers the Intelligent, Autonomous Enterprise by Connecting Einstein GPT and Data Cloud to Flow
Originally published by Salesforce. Read their announcement. With generative AI, real-time data, and capabilities in Flow, customers can use natural language to create intelligent, automated workflows that use real-time signals — such as changes in customer behavior or market conditions — to trigger actions Customers like Sunnova are using automation to build personalized experiences for […]
Inside the Salesforce Data Cloud Spring 2023 Release and New Starter Pack
Contributors: Braden Larmon, Rick Arnett, and Patrick Scherder Salesforce Data Cloud is an evolution of Salesforce CDP that more completely connects Salesforce and third-party data. This will enable a true 360-degree view of the customer and personalized engagement at scale — essentially helping you get more out of customer data across multiple Salesforce orgs without […]