Inside the Atrium Lounge: 5 Tips From Dollar Bank’s Service-First Digital Transformation
TLDR/top takeaways from this Dreamforce 2025 session: Lead with service when service is your differentiator. Make change management the program, not a workstream. Design side-by-side with frontline users. Ship value early to earn the right to scale. Treat AI as a governance and data problem — then a tooling win. Inside the Atrium Lounge: Breakfast […]
Top 6 Takeaways from Dreamforce 2025 for Banking and Wealth Management
I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on the flight home with my notebook in hand. And honestly, the themes that came through on screen echoed every conversation I’d had all week in our lounge. Last year was about imagination. The art of […]
Atrium’s Commercial Banking Agent
Atrium’s Commercial Banking Agent Powered by Agentforce Atrium’s Commercial Banking Agent can help you overcome some of the industry’s toughest challenges. Your business clients no longer need to wait days for updates on onboarding, fees, or transactions. Manual and inconsistent processes that slow Salesforce work are automated, eliminating bottlenecks and freeing up your team to […]
A New Standard in Borrower Experience: Salesforce Digital Lending + Agentforce
I hit that moment many parents can relate to: the realization that your vehicle just doesn’t fit your life anymore, even if it’s one you really like. The second child sealed the deal. Two car seats, bigger stroller, snacks — the logistics had outgrown our compact SUV. So, off to the dealership we went. The […]
Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud
A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last virtual meeting before the battery gave out. It was our third major storm this year. Another giant tree — one of the many in our beautifully wooded neighborhood — snapped a power line. Again. Now, […]
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
“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
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 […]