AI in Wealth Management: Separating Hype from Reality
The wealth management world is a whirlwind of change. Client expectations are soaring, digital innovation is accelerating, and regulations are becoming increasingly complex. In the midst of this maelstrom, generative AI is touted as the next big thing, a revolutionary force poised to reshape the industry. With all the buzzwords and hype, it’s easy to […]
Demystifying Salesforce Data Cloud Pricing and Credit Consumption
Navigating Salesforce’s Data Cloud pricing can be a bit confusing at first glance, but it’s probably not as expensive as you think. With a clear understanding of how credits are consumed and strategic planning, you can maximize the platform’s value without breaking the bank. How Data Cloud credit consumption works Data Cloud credits are consumed […]
Budget Season Survival Guide: How to Build a Business Case for CRM or Analytics Projects and Secure Funding
The annual budget showdown is upon us, and vying for resources to fuel your CRM or data analytics project can feel like entering the Hunger Games. But what if you could transform this fight into a strategic win? The secret weapon isn’t just a brilliant idea — it’s an airtight business case that showcases the […]
SQL Server to Snowflake Migration: Avoid These 5 Common Pitfalls
Delivering effective data and analytics through outdated on-premises infrastructures and software is a nearly impossible task. In contrast, Snowflake and other cloud solutions continuously deliver innovations that are immediately available to their customers. Even the best on-premises technical teams are left months or years behind their competitors. In this unprecedented time of continuous technology revolution, […]
Unlocking Predictive and Generative AI with Einstein Studio and Salesforce Data Cloud
As Salesforce doubles down on making AI more accessible to all, Data Cloud customers can now take advantage of predictive analytics and generative AI functionality like we’ve never seen before with Einstein Studio. Einstein Studio provides an expanding palette of tools for implementing predictive AI/Machine Learning models at varying levels of complexity. It’s also the […]
Change Enablement is Not Optional: Debunking 3 Salesforce Change Management Myths
Similar to change management, change enablement is the practice of facilitating change in an organization by enabling business leaders and employees to make the change happen and sustain it going forward. In my time as a consultant, I’ve noticed a trend when it comes to Salesforce projects — change enablement is considered optional. This is […]
Reflecting on the American Society for AI June 2024 Summit
I recently had the chance to meet with the American Society for AI, which held its annual meeting in June in New York City. It was a pleasure to have the opportunity to interact with people using AI in various ways, ranging from business applications, government, defense, all the way to creative artists who leverage […]
6 Takeaways from Snowflake Summit 2024
Snowflake Summit 2024 took San Francisco by snowstorm last week. Moscone Center was wrapped inside and out with Snowflake’s sky blue and white banners and packed with conference goers. Snowflake delivered an avalanche of announcements about new features and a clear mission to make the AI Data Cloud efficient, easy, and trusted. Customers, vendors, and […]
6 Frequently Asked Questions About Tableau Agent
It’s been a couple months since Tableau 2024.1 came out and you know what that means — 2024.2 is almost here! Tableau released its list of features for 2024.2 and the enhancements to Tableau Pulse, multi-fact analytics, and other updates have us excited over at Atrium. One of our favorite items is the upcoming release […]