Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025
When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused […]
Analytics in an Agentic World with Agentforce and Tableau Next
At Dreamforce last year, I was moderating a panel on guided selling with analytics and AI when an audience member asked how I thought Agentforce would impact analytics solutions. My off-the-cuff response was that in terms of analytics, “the questions remain the same, but now we have another mechanism through which we can deliver those […]
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, […]
Agentforce Prospecting Agent
Unlock the full potential of your sales team with Atrium’s Prospecting Agent, powered by Agentforce.
Salesforce Connections 2025: A New Chapter for Marketing in the Agentic Era
The energy at Salesforce Connections 2025 in Chicago was undeniable. But beneath the surface of exciting networking among fellow consultants, digital marketers, and AI enthusiasts, a fundamental industry shift was taking place. Connections wasn’t just another conference; it was the formal unveiling of a new paradigm: the agentic era of marketing. The key takeaway is […]
Top 6 Takeaways from Agentforce World Tour for Financial Services
AI in financial services has officially moved from exploration to execution. We’re past the point of exploration. Leaders aren’t asking if AI fits into their strategy — they’re focused on making it work with confidence, compliance, and clear business value. That shift was front and center at the Agentforce World Tour. A few weeks ago, […]
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 — […]
Contact Center Performance: 6 Service Metrics That Matter
How do today’s contact centers measure success? It’s more than just answering the phone, responding to a chat, or replying to emails. Success is about providing excellent customer service efficiently. To do that, customer service leadership tracks key metrics that show how well the contact center is performing. Think of these metrics as vital signs […]