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
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
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 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 […]
Whitepaper: Salesforce Data Cloud: Your Wish Granted for Customer 360… If You Know Where to Begin
WHITEPAPER Salesforce Data Cloud: Your Wish Granted for Customer 360… If You Know Where to Begin If you’re using Salesforce today, you already know its capabilities as a customer relationship management (CRM) platform. But with the launch of Salesforce Data Cloud and the evolution of its Customer Data Platform (CDP) to deeply integrate with both […]
A Guide to Evaluating Financial Services Cloud if You Already Have Salesforce
A lot has changed since salesforce first released Financial Services Cloud (FSC) in 2015. At first it was primarily a standardized data model with a couple of lightning web components to help illustrate relationships and an advisor’s daily view. Salesforce has iterated on it in the years since and added a host of new functionality, […]
TEST: Wistia Video Embed – Via Pardot Form
On-demand Webinar Awesome Wistia Hosted Video
How Genie Can Bring Magic to Retail Banking
The Consumer Financial Protection Bureau (CFPB) was recently found by a court to be unconstitutional. But regardless of the politics and legalities of the CFPB, the cause of protecting banking consumers should be a concern for everyone. This includes retail banks. A cynical observer might ask why a bank should care about consumers, but principles […]
Valerie Weis Joins Atrium to Drive Banking and Wealth Management Innovation With Salesforce
Atrium welcomes a Financial Services Industry Lead with expertise in Salesforce and nCino Indianapolis, December 6, 2022 – As a market leader in consulting services and solutions built on the Salesforce platform, Atrium has grown its presence and stake in the ecosystem over the last several years. With proven excellence in financial services as a […]
On-Demand Webinar: Accelerate Revenue Growth With Salesforce Analytics for Commercial Bankers and Lenders
On-demand Webinar Accelerate Revenue Growth With Salesforce Analytics for Commercial Bankers and Lenders