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 […]
Salesforce Marketing Cloud Features and Products to Power Data-Driven Engagement in 2025
73% of CMOs feel pressure to do more with less to deliver growth for their businesses, according to Gartner’s 2024 CMO Spend and Strategy Survey. That sentiment continues into 2025, as an uncertain economy leaves many marketing teams dealing with budget cuts or strained resources. When you’re asked to do more with less, automation and […]
Revenue Cloud Advanced + Agentforce: AI-Driven Revenue Lifecycle Management with Salesforce
Webinar Revenue Cloud Advanced + Agentforce: AI-Driven Revenue Lifecycle Management with Salesforce Wednesday, March 5th | 2pm ET Continuing our series on the future of revops and revenue management, we’ll be giving you an early look at Salesforce’s new Revenue Cloud Advanced (RCA). See the powerful platform in action and learn about new AI-driven enhancements […]
Data and AI in Banking and Wealth Management: Top 4 Takeaways of 2024
As 2024 draws to a close, it’s time to reflect on the whirlwind of change and innovation that swept through the financial services industry. From the rise of generative and autonomous AI to the ongoing quest for deeper customer relationships, this year has been a dynamic one. In this final blog post of 2024, I […]
On-Demand Webinar: Beyond the Buzz: Unlocking Real-World Value with AI
On-Demand Webinar Beyond the Buzz: Unlocking Real-World Value with AI The AI revolution is here, and it’s transforming how businesses operate. But with so much hype, it can be hard to know where to start. In this webinar, we’ll cut through the noise and provide a clear roadmap for leveraging AI to achieve your business […]
How to Leverage AI for Customer Retention and Avoid Unnecessary Attrition
Customer churn is one of the most costly business challenges — and often one of the hardest to solve. Adding predictive and generative AI technologies can make an immediate impact on retention numbers. And, when implemented strategically, these tools have the potential to completely transform the way customer service and support teams operate. Researchers at […]
Agentforce in Action: A Real Example of Using Agents in Salesforce
Agentforce represents a major shift in Salesforce’s strategy and will likely radically change the way users interact with their CRM in the future. By enabling both assistive AI, which provides augmentative generative AI-fueled capabilities like summaries and sales emails, and autonomous AI, which enables an agent to take on automated actions without a person at […]
Agentforce Retention Agent
Agentforce Retention Agent Atrium’s AI-Powered Solution to Reduce Customer Churn Retention Agent identifies at-risk customers and provides personalized recommendations to re-engage them. The agent will suggest tailored follow-ups, offers, or targeted engagement strategies to equip sales and service teams with what they need to proactively retain customers and prevent unnecessary churn. Humans + AI Agents […]
Agentforce for Wealth Management: Unlocking Personalized Experiences at Scale
In the world of wealth management, personalized advice and proactive service are paramount. But as client expectations rise and portfolio complexities increase, advisors are stretched thin. Enter Agentforce, Salesforce’s generative AI solution, offering a powerful way to deliver personalized wealth management experiences at scale. Beyond robo-advisors: The Agentforce advantage In our previous exploration of Agentforce […]