Announcing Geoff Merrick, Atrium’s New Senior Vice President of Customer Success and Delivery
With 25+ years of professional services experience and deep Salesforce ecosystem expertise, Geoff Merrick will shepherd Atrium’s delivery function into its new phase of enterprise growth Bozeman, January 12, 2026 – Atrium has added a seasoned professional services and Salesforce ecosystem leader to its team: Geoff Merrick, their new SVP of Customer Success & Delivery. […]
Announcing Kusha Nikoui, Atrium’s New Director of High Tech Go-to-Market
With a history of driving digital transformation and platform adoption at Salesforce, Kusha Nikoui will lead the strategic expansion of Atrium’s high tech vertical Bozeman, January 6, 2026 – Atrium has welcomed an exciting addition to its growing leadership team of industry experts: Kusha Nikoui (Director, High Tech – GTM). As an AI-native Salesforce partner, […]
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, […]
Andi FAQs: What to Know About Using AI in Salesforce
If you’re exploring ways to move faster in Salesforce without sacrificing quality, security, or control, you’ve probably heard a lot of bold claims about AI. Andi is different. This FAQ-style guide is designed to answer the real questions customers ask when evaluating Andi – from what it actually does, to how it fits into enterprise […]
On-Demand Webinar | Fireside Chat with Wabtec: Modernizing Complex Service Operations with Salesforce and AI
On-Demand Webinar Fireside Chat with Wabtec: Modernizing Complex Service Operations with Salesforce and AI Many enterprise businesses struggle with complex, high-stakes service operations largely due to fragmented legacy systems and inefficient processes. The result? Slow response times and inconsistent service quality. This webinar details how Wabtec, a leader in rail technology, partnered with Atrium to […]
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. […]
Atrium Announces Direct Access for Andi, the Industry-Leading AI Salesforce Development Consultant
Direct-to-Customer Subscription Makes Andi’s 98% Faster AI Development and Enterprise-Grade Security Available Starting Today First published via PR Newswire Bozeman, December 4, 2025 — Atrium, an AI-native Salesforce consultancy, announces the launch of direct access to Andi, its industry-leading AI agent, via subscription service starting today. As demonstrated live during Dreamforce 2025, Andi is designed […]