How Bank Transactions Can Predict Attrition and Drive Additional Deposits

How Bank Transactions Can Predict Attrition and Drive Additional Deposits

In today’s market, retaining current deposit clients is crucial for maintaining stability, trust, and effective operations. However, retaining customers is difficult due to increased competition, evolving customer expectations, and a lack of differentiation among financial services providers, with the emergence of online banking platforms and mobile apps with self-service options that don’t require an in-person […]

AnalyticsKata: CRM Analytics Tooltips

AnalyticsKata CRM Analytics Tooltips

One of the great things about CRM Analytics dashboards is the ability to create dynamic dashboards that are not only nice to look at, but that also allow you to provide all the information and detail you need to make informed decisions. One great way to do this is to add dynamic tooltips to your […]

AnalyticsKata: How to Create a MadLibs Game in CRM Analytics

My favorite way to learn CRM Analytics is by building solutions that do not resemble dashboards. At Atrium, we have used these “CreativeKatas” (aka AnalyticsKatas — get to know more with our first one introducing AnalyticsKatas) to encourage our team to push the platform beyond the traditional dashboard implementation. Today, I will walk you through […]

Repeatable Analytics with Snowflake and dbt

Repeatable Analytics with Snowflake and dbt

Starting a new year usually comes with some immediate analytics challenges: reporting on year-end consumption, generating target lists, and forecasting metrics for the coming months. Quickly addressing these challenges enables organizations to kickstart their year. How quickly is your organization answering these questions? And are the answers accurate? A critical component of accomplishing this is […]

Introducing AnalyticsKatas: Challenges to Help You Skill up in CRM Analytics

Introducing AnalyticsKatas Challenges to Help You Skill up in CRM Analytics

In your journey to learn CRM Analytics, have you ever felt like there was a gap between an idea and the solution? You wanted to implement a really cool feature, but couldn’t find the right guide to get you there. Something beyond Trailheads and help articles… Enter AnalyticsKata. What is a Kata?  A kata is […]

Maximize the Value of Your Data with Tableau and Snowflake

Maximize the Value of Your Data with Tableau and Snowflake

As we evolve in a world where data is the most valuable and fastest growing resource a business can have, it can be difficult and overwhelming for organizations to prioritize and structure data in a way that can drive predictability and inform strategy for the business. Timing is crucial to decision making as industries experience […]