Reimagining Client Loyalty in Financial Services Through Intelligent Personalization
Webinar Reimagining Client Loyalty in Financial Services Through Intelligent Personalization Wednesday, June 25 | 2 pm EST In this webinar, we’ll explore how leading financial institutions are using real-time data and intelligent automation with Salesforce Marketing Cloud and Agentforce to create highly personalized experiences that build lasting client loyalty. You’ll learn how to deliver the […]
On-Demand Webinar: Agentforce Lessons Learned: Proven Strategies from Successful Client Implementations
On-Demand Webinar Agentforce Lessons Learned: Proven Strategies from Successful Client Implementations Are you thinking about Agentforce but aren’t sure where to start? Looking to get the most out of your Agentforce implementation? In this on-demand webinar, Atrium consultants share their hands-on-keyboard experiences and lessons learned from deploying Agentforce for our clients over the past 6 […]
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 […]
Agentforce Equipment Maintenance Agent
Agentforce Equipment Maintenance Agent Atrium’s AI-Powered Maintenance Solution for Manufacturers Atrium’s Equipment Maintenance Agent is an AI-powered solution for manufacturers that predicts failures to prevent breakdowns and keep your equipment running reliably. By leveraging the federated data of equipment assets, customer usage, recent errors, and predictive AI, you can prevent breakdowns before they happen to […]
Agentforce Digital Banking Agent
Agentforce Digital Banking Agent Atrium’s AI-Powered Solution to Improve Client Experiences Atrium’s Digital Banking Agent transforms customer interactions with instant, personalized support directly within the online portal. The agent handles routine inquiries, streamlines case creation, and offers 24/7 availability. By automating tasks and providing trusted account insights, the agent enhances customer satisfaction, drives operational efficiency, […]
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 […]
On-Demand Webinar: AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue
On-Demand Webinar AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue Are your bankers bogged down by time-consuming, low-value tasks when they could be building more meaningful client relationships? Does your team lack the predictive insights to proactively engage accounts with the right offers at the right time? Join banking and data […]
Agentforce & Beyond: 5 Takeaways for Financial Services from Salesforce SKO FY ‘26
Wow, what a week at Salesforce Sales Kick-Off (SKO) FY ‘26. It was a whirlwind of innovation, inspiration, and connection, with so many familiar faces — partners, clients, and Salesforce folks — all energized for the new fiscal year. The conversations were buzzing, the energy was high, and the happy hour Atrium hosted was a […]
Retain High-Value Clients with Advanced Analytics in Banking and Financial Services
Financial services organizations are naturally data-rich. Whether you’re a bank, credit union, wealth management firm, or asset management company, you have access to a wealth of information. But too often, that data is scattered across different systems and departments, like pieces of a jigsaw puzzle. You know the big picture is important, but putting all […]