Salesforce Connections 2025: A New Chapter for Marketing in the Agentic Era

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

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, […]

Atrium’s Retail Banking Agent Powered by Agentforce

Atrium’s Retail Banking Agent Powered by Agentforce Atrium’s Retail 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, and reduces costs — […]

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

Atrium Blog: 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 […]

On-Demand Webinar: Reimagining Client Loyalty in Financial Services Through Intelligent Personalization

FINS Marketing Cloud Webinar

On-Demand Webinar Reimagining Client Loyalty in Financial Services Through Intelligent Personalization In this on-demand webinar, we 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 right message, to the right […]

On-Demand Webinar: Agentforce Lessons Learned: Proven Strategies from Successful Client Implementations

Webinar Agentforce Lessons Learned

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

What Atrium Learned About AI on Our Mission to Drive 1 Billion 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 […]