Dreamforce Debrief: Top Takeaways for Financial Services
Webinar Dreamforce Debrief: Top Takeaways for Financial Services Wednesday, November 5 | 2:00 pm ET 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 […]
A New Standard in Borrower Experience: Salesforce Digital Lending + Agentforce
I hit that moment many parents can relate to: the realization that your vehicle just doesn’t fit your life anymore, even if it’s one you really like. The second child sealed the deal. Two car seats, bigger stroller, snacks — the logistics had outgrown our compact SUV. So, off to the dealership we went. The […]
Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud
A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last virtual meeting before the battery gave out. It was our third major storm this year. Another giant tree — one of the many in our beautifully wooded neighborhood — snapped a power line. Again. Now, […]
On-Demand Webinar | Agentforce for Wealth & Asset Management: Your AI Strategy for Growth
On-Demand Webinar Agentforce for Wealth & Asset Management: Your AI Strategy for Growth 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, technologies, and use cases curated for […]
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 […]