On-Demand Webinar: AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue
On-Demand Webinar AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue Are your bankers bogged down by time-consuming, low-value tasks when they could be building more meaningful client relationships? Does your team lack the predictive insights to proactively engage accounts with the right offers at the right time? Join banking and data […]
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 […]
Data and AI in Banking and Wealth Management: Top 4 Takeaways of 2024
As 2024 draws to a close, it’s time to reflect on the whirlwind of change and innovation that swept through the financial services industry. From the rise of generative and autonomous AI to the ongoing quest for deeper customer relationships, this year has been a dynamic one. In this final blog post of 2024, I […]
Salesforce Core: 5 Things to Know About the Future of Financial Services Cloud
Remember when Salesforce first launched Financial Services Cloud in 2016? The managed package brought a standardized data model that revolutionized how banks, credit unions, and implementation partners worked with Salesforce. It was a game-changer! But Salesforce hasn’t stood still. Since 2019, they’ve been steadily enhancing the core platform, driven by the need for greater performance […]
9 Powerful Analytics Applications and Dashboards for Insurance
Data-driven decision-making is more important than ever in insurance. Carriers, brokers, and agencies rely on data to build relationships, deliver personalized experiences, and drive important business outcomes like policy retention and growth. But how can you make more effective use of your data? The right analytics applications certainly help, and with tools like Tableau and […]
On-Demand Webinar: Unlocking Data Security and Optimization in Financial Services: Strategies for Success
On-Demand Webinar Unlocking Data Security and Optimization in Financial Services: Strategies for Success The financial services industry is undergoing a profound transformation, in which data has emerged as a cornerstone of operations. Watch and learn from leaders at Atrium, Salesforce, and Odaseva. In this session, they detail how to stay competitive and resilient, harness data […]
New Salesforce Financial Services Cloud Offerings from Atrium Drive Increased Business Growth and Retention
Atrium’s Customized FSC Offerings Empower Firms to Deliver Enhanced Customer Experience, Operational Efficiency, and Market Expansion Indianapolis, April 2, 2024 – Atrium has spent years harnessing data to drive action for leading businesses in the financial services industry. In launching new Salesforce Financial Services Cloud (FSC) offerings, they will enable bankers, relationship managers, and advisors […]