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 […]
Why Migrating to Financial Services Cloud is a Benefit for Financial Firms
If you’re considering a migration to Financial Services Cloud (FSC) then you are either not yet on the Salesforce platform and are looking to get started, you’re on a highly customized version of Sales Cloud and are looking to scale/reduce tech debt, or you’re on another CRM altogether. In any case, you’ve realized it’s time […]
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 […]
Leveraging Salesforce to Identify Growth Opportunities in Wealth Management Using Lookalike Audiences and Machine Learning
Contributor: Gene Zeyger From acquisition to growth and retention, one of the focus areas for many wealth management firms in this turbulent market is building better relationships with their clients. One way of doing that is to understand what the similar clients are doing, not only from an investment perspective, but across the board. Who […]
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 […]
Unlock Customer 360° with Data Agility: Win More Customer Wallet Share in Banking and Insurance
Webinar Unlock Customer 360° with Data Agility: Win More Customer Wallet Share in Banking and Insurance
On-Demand Webinar: Trends in Financial Services with Salesforce Artificial Intelligence
On-Demand Webinar Trends in Financial Services with Salesforce Artificial Intelligence