Several years ago, we established an ambitious objective at Atrium: deliver one billion dollars in measurable impact for our customers by integrating advanced AI paradigms directly into their business operations. At the time, this goal seemed bold, perhaps even overly ambitious for a firm of our size. However, as we tracked our outcomes, this bold
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
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
Snowflake recently launched their AI + Data Predictions 2025 report, in which top executives at the company shared what they think we can expect to see in enterprise AI this year. As organizations begin to bring their AI proofs-of-concept into production, Snowflake CEO Sridhar Ramaswamy believes it’s time to move past the hype and start
In today’s world, the volume of data available to businesses is staggering. According to a survey from Gartner, 47% of employees struggle to find the information or data needed to effectively perform their jobs. In other words, the majority of businesses struggle with the ability to extract meaningful insights that contribute to making informed decisions.
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
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
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 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
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