Atrium’s Commercial Banking Agent can help you overcome some of the industry’s toughest challenges. Your business clients no longer need to wait days for updates on onboarding, fees, or transactions. Manual and inconsistent processes that slow Salesforce work are automated, eliminating bottlenecks and freeing up your team to focus on high-value relationships.
The agent provides the visibility needed to personalize service at scale, while surfacing intelligent prompts to ensure your bankers never miss a chance to recommend relevant products. With 24/7 availability and real-time insights for both clients and bankers, the Commercial Banking Agent delivers faster service, stronger relationships, and new opportunities for growth.
Smarter client service for commercial banking
Clients can securely access account information, manage maintenance requests, and get immediate updates on fees or transactions — even after hours.
The agent tailors interactions by leveraging real-time account activity and past engagement history, giving business clients the context they need without waiting for a banker.
From easy scheduling to relevant product bundles, the agent surfaces intelligent prompts that support stronger relationships and new revenue opportunities.
Internally, bankers benefit from instant conversation summaries, guided next-best actions, and real-time insights that strengthen client conversations and accelerate resolution.
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Ready to get started or have questions about the Commercial Banking Agent? Contact our team.
