Lessons from 2025 on AI, Data, and Change in Financial Services
If I had to sum up this year in one sentence, it would be this: banks, credit unions, and wealth firms stopped asking whether AI and Salesforce matter and started asking how to make them work responsibly, at scale, and with real impact. That shift did not happen overnight. It showed up gradually, across conversations […]
On-Demand Webinar: AI-Driven Handoffs: Seamless Commercial Lending with Agentforce
On-Demand Webinar AI-Driven Handoffs: Seamless Commercial Lending with Agentforce Agentforce brings intelligence to the handoffs that slow commercial lending down. Rather than replacing your LOS or performing deep underwriting analysis, Agentforce focuses on the steps where banks lose the most time: gathering documents, verifying completeness, ensuring accuracy, summarizing information, and preparing clean packages for underwriting, […]
The Hidden Data Work That Makes Salesforce Transformation Possible for Banks and Credit Unions
Every financial institution wants transformation. Leaders talk about digital experiences that feel effortless, AI that supports every interaction, and teams that move with more confidence because they have the full picture of a customer or member in front of them. If you read the slideware, transformation can look like a sequence of milestones. Vision session. […]
Inside the Atrium Lounge: How Two Banks Are Turning Salesforce Vision into Real Transformation
If you’ve ever been through a Salesforce rollout, you know the story rarely unfolds the way it’s written in the playbook. There’s the energy of kickoff day, the promise of a single pane of glass, and then the reality hits — the weight of transformation as you start to untangle data, process, and people. At […]
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 […]
On-Demand Webinar | Dreamforce Debrief: Top Takeaways for Financial Services
On-Demand Webinar Dreamforce Debrief: Top Takeaways for Financial Services Missed Dreamforce? We’ve got you covered. Our experts did the heavy lifting to bring you a focused recap of the key announcements, discussions, and product launches most relevant to financial institutions, including: A crash course on Agentforce: How Salesforce’s autonomous AI agents are reshaping customer service in […]