Salesforce Financial Services Cloud

Tackle the most challenging financial services problems with a 360 view of customers and more real-time insights you can act on

The question financial institutions are asking now is not whether to migrate to or integrate more cloud-based systems, but rather how to quickly and seamlessly do so. Banks and insurance companies in particular have struggled with legacy systems, combined with an ultra-complex regulatory environment, inhibiting their ability to provide more intuitive, on-demand services to their clients.

Customers expect easy, on-the-go experiences, which puts more pressure on you than ever to streamline your operations, understand key relationships, prioritize referrals, and meet them where they are. The most competitive financial firms stay ahead of the curve through predictive analytics powered by AI. Salesforce’s Financial Services Cloud makes it all the easier to get ahead and stay there.

Why partner with Atrium on your Salesforce Financial Services Cloud journey?

We help financial services businesses create compelling, personalized experiences to attract and retain customers, as well as achieve ROI on data science investments in the process.

We Know Your Industry

Our team of certified Salesforce experts, with decades of industry experience, is made up of uniquely skilled leaders who have devoted themselves to customer engagement, data science, and strategy consulting, as well as specific industries and technologies.


Put your client first by enhancing their borrowing experience and increasing overall satisfaction.

Credit Unions

Deliver a seamless experience, supporting not only your members, but also your team engaging them.

Wealth & Asset Management

Get the data and subsequent insights you need to satisfy your clients’ needs and extend your reach.

Retail Banking

Get your referrals up, update your digital-first service options, and deepen your customer relationships.

Commercial Banking

Drive new customer acquisition and referrals from within and engage your current high-profile customers.

Our Salesforce Consulting Services

Salesforce Analytics

As CRM Analytics experts, we unlock your data to surface insights where your users actually work. Our approach delivers on your needs and outcomes by combining Salesforce implementation expertise with data analytics innovation and best practices.​

Data Signal Analysis

Our data signal analysis service identifies opportunities to incorporate intelligence into the flow of the business process so that insights translate directly to actions, improving customer experience and increasing operational efficiency.​

Managed Services

Whether you need help monitoring, managing, or extending the Salesforce platform and related technology investments, we can support your team with our Elevate service.​

Proven Success With Salesforce Financial Services Cloud

white newrez logo.

Newrez is a mortgage company that provides full service from origination through servicing. They’re dedicated to delivering exceptional lending options with an easy application process for both their customers and strategic business-to-business partnerships.

Newrez looked to invest in further digitizing their processes and enabling their teams to service the customer in the channel of their choice. The company chose Financial Services Cloud for Mortgage, MuleSoft, CRM Analytics, and Service Cloud to provide an intelligent experience across loan origination and servicing.

Newrez partnered with Atrium to design the end-to-end process for cross-functional collaboration and replatform to an omnichannel implementation with Financial Services Cloud.

Do More Than Just Manage With Salesforce

Through Elevate, our Salesforce managed services offering, we help companies like yours get more value out of the Salesforce platform and related technologies.

How Can Elevate Help My Organization?

  • Ongoing assistance to monitor and evaluate the effectiveness of your solution.
  • Fine-tuned solutions to accommodate changes to your business and data.
  • Enhancement and expansion of your solution with additional capabilities.
  • Access to specialized skill sets, such as Tableau, CRM Analytics, Salesforce, business analysis, data science, and more.

Ready To Talk?

Let us help you get started with Salesforce Financial Services Cloud.