Lessons from 2025 on AI, Data, and Change in Financial Services
If I had to sum up this year in one sentence, it would be this: banks, credit unions, and wealth firms stopped asking whether AI and Salesforce matter and started asking how to make them work responsibly, at scale, and with real impact. That shift did not happen overnight. It showed up gradually, across conversations […]
AI-Driven Handoffs: Seamless Commercial Lending with Agentforce
Webinar AI-Driven Handoffs: Seamless Commercial Lending with Agentforce Thursday, January 15 | 1:00 pm ET Agentforce brings intelligence to the handoffs that slow commercial lending down. Rather than replacing your LOS or performing deep underwriting analysis, Agentforce focuses on the steps where banks lose the most time: gathering documents, verifying completeness, ensuring accuracy, summarizing information, […]
The Hidden Data Work That Makes Salesforce Transformation Possible for Banks and Credit Unions
Every financial institution wants transformation. Leaders talk about digital experiences that feel effortless, AI that supports every interaction, and teams that move with more confidence because they have the full picture of a customer or member in front of them. If you read the slideware, transformation can look like a sequence of milestones. Vision session. […]
Inside the Atrium Lounge: How Two Banks Are Turning Salesforce Vision into Real Transformation
If you’ve ever been through a Salesforce rollout, you know the story rarely unfolds the way it’s written in the playbook. There’s the energy of kickoff day, the promise of a single pane of glass, and then the reality hits — the weight of transformation as you start to untangle data, process, and people. At […]
How Agentforce Revenue Management Powers AI-Driven Lead-to-Cash Transformation
For technology companies modernizing from legacy Salesforce CPQ to Agentforce Revenue Management (formerly Revenue Cloud Advanced), the migration offers the opportunity for a full architectural reset. With the introduction of Salesforce’s Advanced Configurator, organizations finally have access to a true constraint-based configuration engine that aligns perfectly with the data-driven and AI-powered future of lead-to-cash. The […]
Top 6 Takeaways from Dreamforce 2025 for Banking and Wealth Management
I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on the flight home with my notebook in hand. And honestly, the themes that came through on screen echoed every conversation I’d had all week in our lounge. Last year was about imagination. The art of […]
From Inspiration to Action: Atrium’s Big Week at Dreamforce 2025
Dreamforce 2025 has come and gone, but the ideas, conversations, and connections from this year’s event are still energizing us. Salesforce’s biggest conference of the year brought together innovators and industry leaders from around the world — and for Atrium, it was our best Dreamforce yet. Between a packed schedule of sessions, roundtables, and demos […]
Andi’s Got Vibes: How Andi and Agentforce Vibes Will Transform Salesforce Development
Salesforce’s launch of Agentforce Vibes marks a major milestone in the evolution of AI-assisted development. With Vibes, Salesforce is upleveling what they had started with Agentforce for Developers and expanding the features of that tool. They’re bringing AI directly into the developer’s world — an intelligent coding partner that understands metadata, writes Apex, and tests […]