Reimagining Client Loyalty in Financial Services Through Intelligent Personalization
Webinar Reimagining Client Loyalty in Financial Services Through Intelligent Personalization Wednesday, June 25 | 2 pm EST In this webinar, we’ll 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 […]
Demystifying Tableau Conference 2025: Answers to Your Biggest Questions from the Keynote
Tableau Conference 2025 just wrapped up in San Diego. For most attendees, it was full of sessions, meetings, new features, and new concepts. One of the primary themes from Tableau Conference was the new role of analysts and the new product, Tableau Next. Odds are that whether you joined online or in person, the one […]
What We’ve Learned About AI Adoption on Our Mission to Drive $1B in Customer ROI
Atrium is dedicated to delivering tangible business benefits for our customers. You’ve probably already seen our 1 Billion Dollar Outcomes Dashboard, which we’re using to track our journey to inventory 1 billion dollars in projected customer ROI by the end of the year. This achievement highlights our commitment to driving AI-based value creation across a […]
On-Demand Webinar: Building a Strong Data Foundation for Success with Salesforce Marketing Cloud
On-Demand Webinar Building a Strong Data Foundation for Success with Salesforce Marketing Cloud Building a strong data foundation is crucial for maximizing your Salesforce Marketing Cloud investment. Join us to learn how to establish a robust data model, exploring implementation options using both Data Cloud and Marketing Cloud’s native tools. We’ll delve into the pros […]
Marketing in the Agent Era: How Agentforce Powers the Customer Journey
Traditionally, most marketers have not had access to the resources or technology to create the granular segments they need to fully execute their marketing vision. With Agentforce and the latest Salesforce Marketing Cloud features — powered by Salesforce Data Cloud — the impossible finally seems possible for marketing teams large and small. Does this sound […]
Agentforce & Beyond: 5 Takeaways for Financial Services from Salesforce SKO FY ‘26
Wow, what a week at Salesforce Sales Kick-Off (SKO) FY ‘26. It was a whirlwind of innovation, inspiration, and connection, with so many familiar faces — partners, clients, and Salesforce folks — all energized for the new fiscal year. The conversations were buzzing, the energy was high, and the happy hour Atrium hosted was a […]
Retain High-Value Clients with Advanced Analytics in Banking and Financial Services
Financial services organizations are naturally data-rich. Whether you’re a bank, credit union, wealth management firm, or asset management company, you have access to a wealth of information. But too often, that data is scattered across different systems and departments, like pieces of a jigsaw puzzle. You know the big picture is important, but putting all […]
On-Demand Webinar: Beyond Bookings: Aligning Revenue, Usage, and Growth with Salesforce Consumption Forecasting
On-Demand Webinar Beyond Bookings: Aligning Revenue, Usage, and Growth with Salesforce Consumption Forecasting Salesforce Consumption Forecasting is here — curious what it can do for your revenue operations? Join experts from Atrium and Salesforce to hear first-hand what’s possible with this powerful new Sales Cloud tool, and learn how you can begin to transform the […]
7 Takeaways from Dreamforce 2024: Agentforce, Tableau Einstein, and More
Dreamforce 2024 ushered in a new era of AI, where the emphasis was on pushing beyond predictive and generative models into the world of assistive and autonomous agents. From the highly anticipated launches of Agentforce and Tableau Einstein, to deeper integrations between AI and data, here are our top takeaways from the event. 1. Agentforce […]