Tackle the most challenging financial services problems with a 360 view of customers and 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 do so quickly and seamlessly. 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 even more pressure on you to streamline your operations, understand key relationships, prioritize referrals, and meet clients where they are with their financial goals.
The most competitive financial firms stay ahead of the curve through predictive analytics powered by AI. With our data + AI + CRM expertise and a strategic approach to Salesforce Financial Services Cloud (FSC), Atrium is the FSC consultant to help you get ahead — and stay there.
Atrium’s 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, analytics, and strategy consulting, as well as focused expertise in specific markets and technologies.
What’s the key to an asset management firm’s success? Growth opportunities. Referral conversions and the overall number of households you can expand to directly contribute to your ability to grow. Salesforce for wealth management provides you with the data and subsequent insights for your book of business to satisfy your clients’ needs and extend your reach.
The mortgage industry has changed so much, and borrowers expect the same user-friendly, digital-first experience they get elsewhere. Salesforce Financial Services Cloud for mortgage allows you to put your customers first, by enhancing the borrowing experience and increasing customer satisfaction — while also reducing the application to funding time, reducing loan officer and agent ramp time, and increasing loan recapture rates.
While providing exceptional experiences for existing members, your team has to consider converting referrals, deposit pipeline, tracking and measuring branch activity, and more. Salesforce Financial Services Cloud for credit unions helps you center your members by surfacing actionable insights and delivering a seamless experience, supporting not only your members, but also your team engaging them every day.
Financial institutions are facing immense pressure to keep up with current digital capabilities. Whether it’s driving new customer acquisition and referrals from within, or keeping your current high-profile customers, Salesforce for commercial banking can help you streamline your processes and surface the insights you need quickly.
There are higher expectations in digital banking, contact center transformation, and self-service than ever before. Salesforce Financial Services Cloud for retail banking helps you enhance experiences for your internal team and put your customers at the forefront of everything you do. It’s possible to get your referrals up, update your digital-first service options, and deepen your customer relationships.
Looking to get up and running with FSC? Whether you’re trying to get started quickly or are looking for a fully tailored implementation, our experts can help.
As a top Salesforce Financial Services Cloud consultant, we bring a data-driven approach to our implementations. We’ll work with you to define desired outcomes at the start, produce data-driven insights and actions to support those outcomes, and build that into an enhanced user experience within FSC. That way, you get FSC set up right the first time and see ROI on your Salesforce investment.
Implementing FSC is one thing, getting your end users to actually start seeing value from it is another. That’s why we’ve documented a comprehensive adoption process that will empower you and your team to successfully leverage the platform. Download our whitepaper to learn more.
Financial firms have long been beneficiaries of advanced analytics. In this whitepaper, we help you leverage CRM Analytics to innovate on your current business processes and accelerate your path to desired outcomes. You will find case studies centered on real-world financial services success with CRM Analytics, get insight into various CRM Analytics accelerators and proven solutions that will shorten your time-to-value, and more.
Identify high-profile clients and relationships by mapping customers with households, trusts, and business groups. Visualize and act on new opportunities generated by existing layers of relationships and key information in one place.
Recommend the right products and services to your customers by having complete visibility into their accounts and holdings.
Capture and visualize your clients’ important life events and business milestones, such as getting married, launching a new product, or moving to a new city.
Stay on top of your customers’ approval statuses with a custom approval process using tailored alerts, a simple document collection method, and the ability to link financial accounts, customers, and households to cases.
Better manage and prioritize relationships with AI-powered referral scoring and routing.
Instant insights at your fingertips generated by pre-built templates and models customized specifically for financial services.
Guided and templatized experiences for customer service agents and loan officers to resolve service requests and analyze borrower data.
Whether you’re just getting started or have been on FSC for years, we can help you maximize your investment with continued, progressive releases of out-of-the-box best practices for retail banking, commercial and investment banking, wealth, lending, and insurance.
Through Elevate, our Salesforce managed services offering, we provide:
As CRM Analytics experts, we unlock our customers’ data to surface insights where users actually work — across sales, service, marketing, and finance. Our approach combines deep Salesforce implementation expertise with data science innovation and best practices.
Access key data insights and manage your relationships with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.
As Salesforce platform consulting and technical experts, we combine CRM strategy, industry expertise, and extensive Tableau implementation expertise to drive results on the Tableau platform.
Newrez provides full service to mortgage clients 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 to help them re-platform to an omnichannel implementation with Financial Services Cloud.
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