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, […]
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
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 Join us to learn about current trends in data visibility, agility, and analytics in the commercial banking industry. You’ll hear from industry experts at Salesforce, Fulton Bank, and Atrium about breaking down silos to achieve a single view of your customers and […]
Whitepaper: Driving Salesforce Financial Service Cloud Adoption at Banks
WHITEPAPER Driving Financial Services Cloud Adoption at Banks It’s no surprise that many banks are choosing Salesforce Financial Services Cloud (FSC). With tools that enable bespoke experiences for customers, automation that boosts productivity, AI-powered insights, and more, the platform is a natural fit for key decision makers. But what about end users? They’re the ones […]
Predictive Analytics In Banking: How It Helps Lenders Succeed
Predictive Analytics has the power to revolutionize almost any industry. It’s especially useful for financial institutions like banks and fintech firms because they help gain access to the subconscious behavior of customers. This includes their spending and saving habits, social habits, and more. We can use this data to personalize service for customers and customize […]