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 […]
What Can ChatGPT Do for the Enterprise? Here are Implications and Opportunities to Know
Authors: Paul Harmon and Josh Fleischer In November of 2022, ChatGPT, a groundbreaking new chatbot that produces remarkably natural and accurate text responses, launched. The sheer effectiveness of the tool made it a topic of significant discussion, and it very quickly became a well-known tool not only in the AI and machine learning world, but […]
Want to Build a Data-Driven Business? Start with Snowflake and BI Modernization
You might already know something about Snowflake’s Data Cloud as a modern approach to handling data. Meaning that it offers scalability, simplified management, robust data security, and reliable data governance to IT professionals. It also has features like data sharing and zero-copy cloning, which saves money on storage. And as a leader, you have to […]