A New Standard in Borrower Experience: Salesforce Digital Lending + Agentforce

I hit that moment many parents can relate to: the realization that your vehicle just doesn’t fit your life anymore, even if it’s one you really like. The second child sealed the deal. Two car seats, bigger stroller, snacks — the logistics had outgrown our compact SUV. So, off to the dealership we went. The

AI Innovation and Impact: Q2 Review of Our Journey Toward $1 Billion in Outcomes

2025 is zipping by, and for AI, a few months can be a lifetime of innovation. With the second quarter of 2025 coming to an end, it’s time to take another look at Atrium’s one billion dollar goal. You can check out our interactive $1 Billion Outcomes Dashboard below. We’re tracking our journey to inventory

Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud

A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last virtual meeting before the battery gave out. It was our third major storm this year. Another giant tree — one of the many in our beautifully wooded neighborhood — snapped a power line. Again. Now,

Cool Tools, Modest Moves: 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

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

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

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,

Less is More: Why Focused Salesforce Rollouts Drive Adoption and Reduce Risk

“We tried to do everything at once… and the project collapsed under its own weight.” We see it all the time: a bank or wealth firm embarks on a Salesforce Financial Services Cloud (FSC) journey with the best of intentions. The project team packs every possible feature, workflow, and integration into phase one. Everything but

What We’ve Learned About AI Adoption on Our Mission to Drive $1B in Customer ROI

Atrium is dedicated to delivering tangible business benefits for our customers. You’ve probably already seen our 1 Billion Dollar Outcomes Dashboard, which we’re using to track our journey to inventory 1 billion dollars in projected customer ROI by the end of the year. This achievement highlights our commitment to driving AI-based value creation across a

5 Agentforce Takeaways from Salesforce Partner Summit: Your Guide to the Agentic Future

Wow, what a whirlwind of insights and connections at the Agentforce Partner Summit in Orange County, California! It was incredibly valuable to connect with Salesforce leaders and fellow partners and dive headfirst into the future of Agentforce. The energy? Electric! The focus on collaboration? Inspiring! Outside, the rain was coming down, which, honestly, made our