Predicting Customer Churn: 6 Steps to AI Data Modeling in Snowflake
Many companies want to take advantage of AI, machine learning (ML), and analytics to make smarter, more proactive business decisions. Predictive analytics is especially important in situations where organizations seek to get ahead of problems like customer churn. Imagine if an organization like a bank or a software company could know beforehand that a customer […]
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 […]
Agentforce for Banking: Redefining Customer Engagement in the Age of AI
In today’s world of instant gratification, customer expectations are soaring. People demand instant, personalized service, available around the clock. Imagine this: your customers raving about your bank, not just for your friendly staff (who are undoubtedly fantastic!), but for the sheer speed and ease with which they can get support, find answers, and resolve issues […]
Designing Effective AI Agents for Maximum ROI
The rise of Large Language Models (LLMs) — and the scramble by every large technology company from Microsoft to Google to Salesforce trying to keep pace with OpenAI — presents an influx of powerful and transformational tooling for companies. Experts believe it will be the most significant change since the internet. The ability to leverage […]
Reduce Client Churn with Snowflake, Salesforce Data Cloud, and AI
Demo Reduce Client Churn with Snowflake, Salesforce Data Cloud, and AI Client churn is an important metric for businesses to track, regardless of industry or company size. But how can you take action intelligently and effectively to make an impact and retain your clients? In this demo, we’ll show you how to leverage your data […]
AI in Wealth Management: Separating Hype from Reality
The wealth management world is a whirlwind of change. Client expectations are soaring, digital innovation is accelerating, and regulations are becoming increasingly complex. In the midst of this maelstrom, generative AI is touted as the next big thing, a revolutionary force poised to reshape the industry. With all the buzzwords and hype, it’s easy to […]