Agentforce for Wealth & Asset Management: Your AI Strategy for Growth
Webinar Agentforce for Wealth & Asset Management: Your AI Strategy for Growth Thursday, July 24 | 2:00 pm ET Join industry leaders from Atrium for a webinar focused on the future of wealth and asset management — and how agentic AI is accelerating innovation in a highly regulated space. Get a breakdown of key trends, […]
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 […]
On-Demand Webinar: Financial Services Recap: Top Takeaways from Agentforce World Tour
On-Demand Webinar Financial Services Recap: Top Takeaways from Agentforce World Tour Missed Salesforce’s Agentforce World Tour or want a breakdown of the biggest takeaways for the financial services industry? Join industry leaders from Salesforce and Atrium for a webinar where we’ll break down the most important highlights from Agentforce World Tour NYC, curated for professionals […]
Get Started with AI: Don’t Wait for Perfect, Iterate to Success (Like Tony Stark!)
Okay, Marvel fans, let’s talk about Tony Stark. Genius, billionaire, playboy, philanthropist… and imperfect. My seven-year-old Marvel-obsessed son (whose room, by the way, is a shrine to all things superhero — thanks, targeted advertising!) and I were watching a video the other day about Iron Man, and it struck me: Tony didn’t build his suit […]
Atrium’s Digital Banking Agent Powered by Tableau Next
Manual case creation and long call center queues don’t cut it anymore. Modern digital banking needs smarter, faster, always-on support.
5 Agentforce Takeaways from Salesforce Partner Summit: Your Guide to the Agentic Future
Wow, what a whirlwind of insights and connections at the Agentforce Partner Summit in Orange County, California! It was incredibly valuable to connect with Salesforce leaders and fellow partners and dive headfirst into the future of Agentforce. The energy? Electric! The focus on collaboration? Inspiring! Outside, the rain was coming down, which, honestly, made our […]