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Whitepaper: The Future of Data in Banking: Getting Ahead with Advanced Analytics

Atrium Odaseva Whitepaper The Future of Data in Banking

WHITEPAPER The Future of Data in Banking: Getting Ahead with Advanced Analytics Data has emerged as a central pillar of modern banking operations. With the shift toward digital-forward customer preferences, the volume and variety of data that is generated has surged — creating complex challenges and opportunities for banks to get ahead of traditional peer […]

Thriving in the Digital Era: 7 Reasons Banks Can’t Afford to Ignore AI

Thriving in the Digital Era 7 Reasons Banks Can't Afford to Ignore AI

Imagine a digital landscape where bank branches stand eerily quiet, their once bustling interiors now vacant. For many banks today, this is a reality as the shift toward digital banking and online transactions reshapes the banking sector and revolutionizes how customers manage their finances, leaving physical branches devoid of the crowds they once attracted. The […]

The Rise of AI in Financial Services: Balancing Fear and Opportunity

The Rise of AI in Financial Services Balancing Fear and Opportunity

AI and data analytics have become indispensable tools for banks that seek to thrive now and in the future. The integration of AI into major platforms like Salesforce, coupled with the power of tools such as Tableau and CRM Analytics, has made the benefits of AI more accessible than ever in the financial services industry. […]

How Financial Services Firms Can Inform Decision-Making with Ethical Data Handling

How Financial Services Firms Can Inform Decision-Making with Ethical Data Handling

In today’s data-driven world, organizations have access to massive amounts of data that can provide valuable insights and drive informed decision-making. Embarking on a data or analytics project like implementing Salesforce Data Cloud can be an especially exciting endeavor for organizations. It holds the promise of unification, valuable insights, and informed decision-making that can be […]

Want to Understand Deposit Relationships? You Need to Unify Customer Data

Want to Understand Deposit Relationships You Need to Unify Customer Data

Maintaining strong customer relationships is paramount, but meeting evolving and complex customer expectations has become increasingly challenging. In today’s landscape, financial institutions are no longer solely evaluated against their industry peers but rather against the customer experience observed across all facets of an individual’s life. Customers expect their financial services provider to have up-to-date and […]

Why Financial Institutions Should Maximize Relationships with Non-Deposit Customers

Why Financial Institutions Should Maximize Relationships with Non-Deposit Customers

Customers are undeniably the lifeblood of any financial services provider, serving as the driving force behind their success. Historically, the primary focus of financial institutions has been acquiring new customers to strengthen and grow their deposit base. While the growth derived from new customer acquisition is valuable, it is equally critical to assess attrition risk, […]

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 […]

Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium

Slack Whitepaper

EBOOK Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium Predicting customer churn in annual recurring revenue (ARR) for cloud services is no small feat. Whether it’s a question of poor data quality or missing data, different patterns across customer behavior, delivering an omnichannel experience, or data privacy and security, most […]

Tableau and CRM Analytics Whitepaper

Whitepaper Preview - Tableau and CRM Analytics

WHITEPAPER Tableau and CRM Analytics: Choosing the Tool That’s Right for Your Organization and Use Case CRM Analytics and Tableau? CRM Analytics vs. Tableau? Many Salesforce customers still have questions when it comes to which tool (or combination of analytics tooling) is right for them. How do you know how to approach, or rethink, your […]